Overall Rating Gold - expired
Overall Score 65.70
Liaison Aaron Durnbaugh
Submission Date Jan. 17, 2014
Executive Letter Download

STARS v2.0

Loyola University Chicago
PA-13: Committee on Investor Responsibility

Status Score Responsible Party
Complete 2.00 / 2.00 Aaron Durnbaugh
Director of Sustainability
Office of Sustainability
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Does the institution have a formally established and active committee on investor responsibility (CIR) or similar body that has multi-stakeholder representation (i.e. includes faculty, staff, and students) and otherwise meets the criteria for this credit?:

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:

Text on Policy Statement on Socially Responsible Investing

The Board of Trustees of Loyola University of Chicago desires that Loyola’s investments be consistent with the ethical, social, and moral principles inherent in its traditions as a Jesuit, Catholic institution of higher education. In particular, the University is firmly committed to an investment policy that balances effective support of its academic programs and broader educational and social mission with the promotion of social justice and the dignity of the individual.

Along with regular evaluation of investments’ performance and suitability for achieving program-related goals and policy targets, the University will maintain an awareness of its commitment to the concept of Christian stewardship in judging their merit. An active, ongoing effort will be made to apply these principles to the administration of the University’s investments. The University shall adopt an approach centered on advocacy; that is, the University will attempt to sensitize management through proactive means such as inquiries, letters of concern, and joint actions with other shareholder advocacy groups to bring about change.

In order to achieve and implement these goals, the University shall establish an advocacy committee to work with and assist University administrators with respect to issues of concern and selected advocacy initiatives, and to serve as an information resource for the University administration and community about related social, ethical, and moral issues. The committee shall prepare periodic reports to the University no less frequently than annually.

Implementation of this policy will be reviewed periodically by the Investment Policy Committee of the Board of Trustees. This policy shall supersede prior statements on this subject.

Members of the CIR, including affiliations and role (e.g. student, faculty, alumni):

Alanah Fitch, Faculty Representative

Gordon Ramsey, Faculty Representative& Co-Chair

Patricia Graham, Undergraduate Representative & Co-Chair

Elaine Lehman, Staff Representative & Secretary

Allison Lei, Undergraduate Representative

Examples of CIR actions during the previous three years:
The website URL where information about the CIR is available:

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