Overall Rating Silver
Overall Score 45.94
Liaison Robin Frederick
Submission Date July 21, 2022

STARS v2.2

Indiana University Southeast
PA-9: Committee on Investor Responsibility

Status Score Responsible Party
Complete 0.00 / 2.00 Robin Frederick
Coordinator of STARS Assessment
Administrative Affairs
"---" indicates that no data was submitted for this field

Does the institution have a formally established and active committee on investor responsibility (CIR) or equivalent body?:
No

The charter or mission statement of the CIR or other body which reflects social and environmental concerns or a brief description of how the CIR is tasked to address social and environmental concerns:

NA


Does the CIR include academic staff representation?:
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Does the CIR include non-academic staff representation?:
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Does the CIR include student representation?:
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Members of the CIR, including affiliations and role:

N/A


Examples of CIR actions during the previous three years:

N/A


Website URL where information about the institution’s committee on investor responsibility is available:
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Additional documentation to support the submission:
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Data source(s) and notes about the submission:

Responses to PA-9, PA-10, and PA-11 include IU Foundation and IU Operating Funds for the entire IU system. We have been advised not to attempt to break investments down by specific campus. Because the funds are managed by two different entities, responses were reported separately and then combined for the purposes of STARS reporting. Reporting contacts: Jim Bergstrom, CFA, Senior Director of Investments, Indiana University Foundation; Alex Yuchvid, CFA, CPA, Director of Investments and Financial Analysis, Office of the Treasurer


Responses to PA-9, PA-10, and PA-11 include IU Foundation and IU Operating Funds for the entire IU system. We have been advised not to attempt to break investments down by specific campus. Because the funds are managed by two different entities, responses were reported separately and then combined for the purposes of STARS reporting. Reporting contacts: Jim Bergstrom, CFA, Senior Director of Investments, Indiana University Foundation; Alex Yuchvid, CFA, CPA, Director of Investments and Financial Analysis, Office of the Treasurer

The information presented here is self-reported. While AASHE staff review portions of all STARS reports and institutions are welcome to seek additional forms of review, the data in STARS reports are not verified by AASHE. If you believe any of this information is erroneous or inconsistent with credit criteria, please review the process for inquiring about the information reported by an institution or simply email your inquiry to stars@aashe.org.