Overall Rating Gold
Overall Score 73.38
Liaison Brandon Trelstad
Submission Date Dec. 9, 2022

STARS v2.2

Oregon State University
PA-10: Sustainable Investment

Status Score Responsible Party
Complete 2.42 / 4.00 Molly Brown
Sr. Director, Communications & Stewardship
OSU Foundation
"---" indicates that no data was submitted for this field

Part 1. Positive sustainability investment

Total value of the investment pool:
757,362,984 US/Canadian $

Value of holdings in each of the following categories:
Value of holdings
Sustainable industries (e.g., renewable energy or sustainable forestry) 4,979,722 US/Canadian $
Businesses selected for exemplary sustainability performance (e.g., using criteria specified in a sustainable investment policy) 229,379,609 US/Canadian $
Sustainability investment funds (e.g., a renewable energy or impact investment fund) 1,701,383 US/Canadian $
Community development financial institutions (CDFIs) or the equivalent 0 US/Canadian $
Socially responsible mutual funds with positive screens (or the equivalent) 450,320 US/Canadian $
Green revolving funds funded from the endowment 0 US/Canadian $

If any of the above is greater than zero, provide:

A brief description of the companies, funds, and/or institutions referenced above:
Public holdings reported above map to the iShares Global Clean Energy ETF or the iShares Dow Jones Global Sustainability Screened ETF. Private holdings include underlying assets in funds such as the RRG Sustainable Water Impact Fund, Vision Ridge Sustainability Asset Fund II/III, and Blue Bear Fund II, among others.

For FY22, due to more available information and thorough ESG reporting (particularly among some of our private equity managers, about how they use sustainability considerations in their investment decisions), the OSU Foundation reported a 10% increase in positive sustainability investments relative to FY21. This largely reflects greater awareness of how some of our fund managers are using ESG strategies to make investments in businesses with exemplary sustainability performance.

Percentage of the institution's investment pool in positive sustainability investments:
31.23

Part 2. Investor engagement

Sustainable investment policy 

Does the institution have a publicly available sustainable investment policy?:
No

None
A copy of the sustainable investment policy:
---

None
The sustainable investment policy:
---

None
Does the institution use its sustainable investment policy to select and guide investment managers?:
No

A brief description of how the sustainable investment policy is applied:
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Proxy voting 

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?:
No

None
A copy of the proxy voting guidelines or proxy record:
---

None
A brief description of how managers are adhering to proxy voting guidelines:
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Shareholder resolutions 

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?:
No

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

Does the institution participate in a public divestment effort and/or have a publicly available investment policy with 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:
0

Investor networks 

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

None
A brief description of the investor networks and/or collaborations:
Foundation staff monitors and shares best practices and networks with peer institutions regarding issues and emerging trends in responsible investing. Primary networks include the Council for the Advancement and Support of Education (CASE)'s Institutionally Related Foundations group, Associated Governing Boards (AGB), and the National Association of College and University Business Officers (NACUBO).

Optional Fields 

Website URL where information about the institution’s sustainable investment efforts is available:
https://fororegonstate.org/about/financial-information

Additional documentation to support the submission:
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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.