| Overall Rating | Reporter - expired |
|---|---|
| Overall Score | |
| Liaison | Ian McKeown |
| Submission Date | March 1, 2018 |
| Executive Letter | Download |
Loyola Marymount University
PA-8: Committee on Investor Responsibility
| Status | Score | Responsible Party |
|---|---|---|
|
Reporter |
Caroline
Wilhelm Associate Treasurer Office of SVP Business & Finance |
Does the institution have a formally established and active committee on investor responsibility (CIR) that makes recommendations to fund decision-makers on socially and environmentally responsible investment opportunities across asset classes?:
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:
The University will maintain a high degree of social responsibility when investing. Therefore, the following investment considerations will be weighed when it is prudent to do so: 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.
Does the CIR include staff representation?:
Does the CIR include faculty representation?:
Does the CIR include student representation?:
Members of the CIR, including affiliations and role (e.g. student, faculty, staff, alumni):
All members of the University’s Investment Committee are responsible for carrying out the University’s investment policy. The committee is comprised of trustees, regents, alumni, faculty, staff, and students.
Examples of CIR actions during the previous three years:
The University proactively invests in various types of clean and sustainable energy, both in its endowment and with respect to its campus.
The website URL where information about the programs or initiatives is available:
Additional documentation to support the submission:
Data source(s) and notes about the submission:
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.