Overall Rating Expired
Overall Score Expired
Liaison Aaron Durnbaugh
Submission Date Jan. 17, 2014
Executive Letter Download

STARS v2.0

Loyola University Chicago
PA-14: Sustainable Investment

Status Score Responsible Party
Complete Expired Aaron Durnbaugh
Director of Sustainability
Office of Sustainability
"---" indicates that no data was submitted for this field

Total value of the investment pool:
444047000 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) 0 US/Canadian $
Community development financial institutions (CDFIs) or the equivalent 0 US/Canadian $
Socially responsible mutual funds with positive screens (or the equivalent) 0 US/Canadian $
Green revolving loan funds that are funded from the endowment 0 US/Canadian $

A brief description of the companies, funds, and/or institutions referenced above:
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Does the institution have a publicly available sustainable investment policy?:
No

A copy of the sustainable investment policy:
The sustainable investment policy:
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Does the institution use its sustainable investment policy to select and guide investment managers?:
No

A brief description of how the policy is applied, including recent examples:
---

Does the institution's sustainable investment policy include negative screens?:
---

A brief description of the negative screens and how they have been implemented:
---

Approximate percentage of the endowment that the negative screens apply to:
---

Has the institution engaged in proxy voting, either by its CIR or other committee or through the use of guidelines, to promote sustainability during the previous three years?:
Yes

A copy of the proxy voting guidelines or proxy record:
A brief description of how managers are adhering to proxy voting guidelines:

Managers of separate accounts with direct holdings of shares do not vote proxies for the university; votes are submitted instead by Institutional Shareholder Services, which automates submission of ballots in line with a voting policy designed for Catholic institutional investors and reviewed annually. The most recent policy docs are attached.


Has the institution filed or co-filed one or more shareholder resolutions that address sustainability or submitted one or more letters about social or environmental responsibility to a company in which it holds investments during the previous three years?:
Yes

Examples of how the institution has engaged with corporations in its portfolio about sustainability issues during the previous three years:

Chevron Corporation Hydraulic Fracturing (Marcellius Shale Region) Shareholder Resolution (co-filer)

Edison International Impacts of Coal-Fired Power Plants (Great Lakes Region): Climate Change and Post-Closure Site Development Shareholder Resolution (lead filer) In Dialogue

Halliburton Develop Indicators for a Human Rights Policy Shareholder Resolution (co-filer)

Ingredion, Inc. Basic Water Rights & Sustainability Shareholder Resolution (co-filer) In Dialogue


Does the institution engage in policy advocacy by participating in investor networks and/or engaging in inter-organizational collaborations to share best practices?:
Yes

A brief description of the investor networks and/or collaborations:

Through the Shareholder Advocacy Committee, there has been participation in several networks and collaboration with investor organizations, such as the Interfaith Center for Corporate Responsibility, the National Jesuit Committee on Investment Responsibility, the Responsible Endowment Coalition, several university SRI committees and regional responsible-investor groups.


The website URL where information about the institution's sustainable investment efforts is available:

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 and complete the Data Inquiry Form.