Overall Rating Gold - expired
Overall Score 68.96
Liaison Cody Powell
Submission Date March 1, 2019
Executive Letter Download

STARS v2.1

Miami University
PA-9: Sustainable Investment

Status Score Responsible Party
Complete 0.44 / 4.00 Adam Sizemore
Director of Sustainability
Physical Facilities Department
"---" indicates that no data was submitted for this field

Does the institution wish to pursue Option 1 (positive sustainability investment)?:

Total value of the investment pool:
534,685,847 US/Canadian $

Value of holdings in each of the following categories:
Value of Holdings
Sustainable industries (e.g. renewable energy or sustainable forestry) 8,484,762 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:

Domain Timber Investments II and III
Commonfund Natural Resources V, VI, VII, and VIII

Percentage of the institution's investment pool in positive sustainability investments:

Does the institution wish to pursue Option 2 (investor engagement)?:

Does the institution have a publicly available sustainable investment policy?:

A copy of the sustainable investment policy:

The sustainable investment policy:

Does the institution use its sustainable investment policy to select and guide investment managers?:

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

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?:

A copy of the proxy voting guidelines or proxy record:

A brief description of how managers are adhering to proxy voting guidelines:

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?:

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

Does the institution have a publicly available investment policy with 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:

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

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

Association of Governing Boards of Universities and Colleges (AGB)
“The Association of Governing Boards of Universities and Colleges (AGB) is the premier organization centered on governance in higher education. Governing boards must focus now more than ever on promoting central missions while running their institutions as effectively as possible. It is critical that they reinforce the value of higher education, innovate through the smart use of technology, and serve the needs of a shifting demographic. AGB provides leadership and counsel to member boards, chief executives, organizational staff, policymakers, and other key industry leaders to help them navigate the changing education landscape”. https://www.agb.org/about-agb

National Association of College and University Business Officers (NACUBO)
“The National Association of College and University Business Officers (NACUBO) is a membership organization representing more than 1,900 colleges and universities across the country. NACUBO specifically represents chief business and financial officers through advocacy efforts, community service, and professional development activities. The association's mission is to advance the economic viability, business practices and support for higher education institutions in fulfillment of their missions.” https://www.nacubo.org/who-we-are/about-nacubo

The Central Association of College and University Business Officers (CACUBO)
“The Central Association of College and University Business Officers (CACUBO) provides higher education professional development opportunities and leadership training to business and finance professionals at academic institutions. As a non-profit, volunteer-led organization, CACUBO members are committed to enhancing financial management and business administration at their institutions, and sharing best practices, innovative ideas and lessons learned”. http://cacubo.org/

The Ohio Association of College and University Business Officers (OACUBO)
“OACUBO membership is made up of over 300 individuals representing more than 80 post-secondary educational institutions in the State of Ohio. OACUBO’s member institutions include public and private, small and large, two year and four-year institutions. OACUBO membership also includes over 20 associate corporate members which are companies doing business in Ohio and serving the needs of the higher education community. These Associate Corporate Members are important business partners who support OACUBO in achieving its mission.” https://www.oacubo.org/

The website URL where information about the programs or initiatives is available:

Additional documentation to support 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.