Overall Rating | Gold - expired |
---|---|
Overall Score | 70.42 |
Liaison | Amy Dvorak |
Submission Date | March 6, 2020 |
Lewis & Clark College
PA-10: Sustainable Investment
Status | Score | Responsible Party |
---|---|---|
2.02 / 3.00 |
Amy
Dvorak Sustainability Manager Facilities |
"---"
indicates that no data was submitted for this field
Part 1. Positive sustainability investment
255,900,000
US/Canadian $
Value of holdings in each of the following categories:
Value of holdings | |
Sustainable industries (e.g., renewable energy or sustainable forestry) | 0 US/Canadian $ |
Businesses selected for exemplary sustainability performance (e.g., using criteria specified in a sustainable investment policy) | 0 US/Canadian $ |
Sustainability investment funds (e.g., a renewable energy or impact investment fund) | 8,500,000 US/Canadian $ |
Community development financial institutions (CDFIs) or the equivalent | 0 US/Canadian $ |
Socially responsible mutual funds with positive screens (or the equivalent) | 43,400,000 US/Canadian $ |
Green revolving funds funded from the endowment | 0 US/Canadian $ |
If any of the above is greater than zero, provide:
Global equity strategy deeply integrating ESG/sustainability
Asia equity strategy deeply integrating ESG/sustainability
High quality fixed income strategy deeply integrating ESG/sustainability
Global equity strategy focused on water
Asia equity strategy deeply integrating ESG/sustainability
High quality fixed income strategy deeply integrating ESG/sustainability
Global equity strategy focused on water
Percentage of the institution's investment pool in positive sustainability investments:
20.28
Part 2. Investor engagement
Sustainable investment policy
Yes
None
A copy of the sustainable investment policy:
None
The sustainable investment policy:
https://www.lclark.edu/live/files/24172-resolution-no-16--enhanced-esg-inv-policy-may
None
Does the institution use its sustainable investment policy to select and guide investment managers?:
Yes
A brief description of how the sustainable investment policy is applied:
The College’s ESG and Divestment policy help guide every investment decision made in the portfolio. The college will not hire a manager that violates its stated divestment policy. Recent decisions include a full redemption from a natural resource equity strategy with fossil fuel reserve owners amongst its holdings. Commitments to various private investment funds focused on renewable energy also are examples of investments made with sustainability policy in mind.
Proxy voting
No
None
A copy of the proxy voting guidelines or proxy record:
---
None
A brief description of how managers are adhering to proxy voting guidelines:
No; the College is invested almost exclusively through commingled vehicles, and as such proxy voting is determined by those managers.
Shareholder resolutions
No
Examples of how the institution has engaged with corporations in its portfolio about sustainability issues during the previous three years:
---
Divestment efforts and negative screens
Yes
A brief description of the divestment effort or negative screens and how they have been implemented:
https://www.lclark.edu/live/news/38900-l-amp-c-divestment-policy-highlights
Approximate percentage of endowment that the divestment effort and/or negative screens apply to:
100
Investor networks
Yes
None
A brief description of the investor networks and/or collaborations:
Intentional Endowments Network founding member
Was one of a handful of colleges and universities to sign on to the Global Investor Statement to Governments on Climate Change
https://www.iigcc.org/media/2019/12/191201-GISGCC-FINAL-for-COP25-007.pdf
Was one of a handful of colleges and universities to sign on to the Global Investor Statement to Governments on Climate Change
https://www.iigcc.org/media/2019/12/191201-GISGCC-FINAL-for-COP25-007.pdf
Optional Fields
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Additional documentation to support the submission:
Data source(s) and notes about the submission:
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