Overall Rating Gold - expired
Overall Score 65.71
Liaison Bridget Flynn
Submission Date Feb. 15, 2012
Executive Letter Download

STARS v1.0

Oberlin College
PAE-17: Shareholder Advocacy

Status Score Responsible Party
Complete 5.00 / 5.00 Sue Meredith
Manager, Investment Operations
Investment Office
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Has the institution filed or co-filed one or more shareholder resolutions that address sustainability during the past three years?:
No

Has the institution submitted one or more letters about social or environmental responsibility to a company in which it holds investments during the previous three years?:
No

Has the institution conducted a negative screening of its entire investment pool within the last three years?:
Yes

A brief description of how the institution (or its foundation) has engaged in shareholder advocacy that promotes sustainability during the previous 3 years. :

On June 9, 2006, the Oberlin College Board of Trustees approved a resolution encouraging our investment managers to divest from “targeted companies” doing business which either directly, or through an affiliated instrumentality, provides services that contribute to, or have not taken any substantial action to halt, the genocide occurring in the Sudan.

The Oberlin College Board of Trustees is requesting an annual update on the amount of exposure Oberlin College’s endowment has to the “targeted companies” which are identified on the following page. To that end, I am asking you to please provide the dollar amount and/or percentage of our investment in your firm in the “targeted companies” as of December 31, 2010. Please also provide the percentage of your portfolio that would qualify as socially responsible as of December 31, 2010.

In the event your firm has created an actively-managed, commingled account devoid of companies targeted, our Investment Committee would like to be informed of such an account in order to consider the possibility of transferring funds, consistent with the current investment strategy, to the “Sudan-free” alternative.


The website URL where information about the negative screen, divestment effort, and/or direct engagement with companies in which the institution holds investments is available:
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Data source(s) and notes about the submission:
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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.