Overall Rating Silver - expired
Overall Score 52.69
Liaison Ian McKeown
Submission Date Jan. 27, 2012
Executive Letter Download

STARS v1.0

Loyola Marymount University
Tier2-2: Socially Responsible Investment Policy

Status Score Responsible Party
Complete 0.25 / 0.25 Caroline Wilhelm
Associate Treasurer
Office of SVP Business & Finance
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Does the institution have a policy or directive to consider the social and/or environmental impacts of investment decisions, in addition to financial considerations?:
Yes

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A brief description of the socially responsible investment policy:
The university will maintain a high degree of social responsibility when investing. Therefore, the following investment considerations will be weighed: 1) excluding from the portfolio securities of firms whose policies are inimical to the values of the university; 2) investing in firms that demonstrate a high level of social concern; and 3) influencing the social behavior of invested firms through the exercise of ownership rights. It is the responsibility of the committee to take into consideration these basic principles and prudently to determine appropriate strategies on the basis of information and advice from external as well as internal sources, at all times keeping foremost in mind the future and welfare of the university.

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The website URL where information about the policy is available:
Data source(s) and notes about the submission:
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