Overall Rating Gold
Overall Score 72.32
Liaison Merry Rankin
Submission Date Aug. 29, 2022

STARS v2.2

Iowa State University
PA-9: Committee on Investor Responsibility

Status Score Responsible Party
Complete 0.50 / 2.00 Michael Wahlin
Asst Vp/Controller
ISU Foundation
"---" 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?:
Yes

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:
Factors generally considered when selecting and evaluating investment managers include (but are not limited to) depth and experience of team; organizational stability; assets under management; performance record; risk controls; environmental, social and governance practices; fees; liquidity; and transparency.

Does the CIR include academic staff representation?:
No

Does the CIR include non-academic staff representation?:
Yes

Does the CIR include student representation?:
No

Members of the CIR, including affiliations and role:
o Ten voting donor/alumni volunteers o Four non-voting foundation staff members o One non-voting university non-academic staff member

Examples of CIR actions during the previous three years:
ESG (environmental, social, governance) information for each investment manager recommendation is provided and discussed with the foundation’s investment committee. As an example, the following is information in conjunction with a recent manager recommendation: “The firm has an official ESG policy and has hired a dedicated ESG person. They do not invest in companies whose primary businesses involve weapons, nuclear technology, defense, tobacco or alcohol.”

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