Overall Rating | Gold - expired |
---|---|
Overall Score | 76.81 |
Liaison | Aaron Durnbaugh |
Submission Date | March 6, 2020 |
Loyola University Chicago
PA-10: Sustainable Investment
Status | Score | Responsible Party |
---|---|---|
1.33 / 4.00 |
Erik
Grimshaw Manager, Investment Administration Finance |
"---"
indicates that no data was submitted for this field
Part 1. Positive sustainability investment
825,000,000
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) | 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 funds funded from the endowment | 0 US/Canadian $ |
If any of the above is greater than zero, provide:
---
Percentage of the institution's investment pool in positive sustainability investments:
0
Part 2. Investor engagement
Sustainable investment policy
Yes
None
A copy of the sustainable investment policy:
None
The sustainable investment policy:
See the attached file, page 5, section D, titled "Responsible and Sustainable Investing Principles"
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:
Consideration of ESG factors, impact investment, shareholder engagement, and proxy voting are all prescribed elements of the University's investment policy.
Proxy voting
Yes
None
A copy of the proxy voting guidelines or proxy record:
None
A brief description of how managers are adhering to proxy voting guidelines:
Managers do not vote proxies; ISS is contracted for this purpose.
Third-party proxy voting implemented in accordance with a "Catholic Institutions" policy.
http://www.luc.edu/finance/proxyvoterecords.shtml
Third-party proxy voting implemented in accordance with a "Catholic Institutions" policy.
http://www.luc.edu/finance/proxyvoterecords.shtml
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
No
A brief description of the divestment effort or negative screens and how they have been implemented:
---
Approximate percentage of endowment that the divestment effort and/or negative screens apply to:
---
Investor networks
Yes
None
A brief description of the investor networks and/or collaborations:
Intentional Endowments Network, Member.
Optional Fields
---
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.