| Overall Rating | Gold - expired |
|---|---|
| Overall Score | 73.12 |
| Liaison | Daryl Pierson |
| Submission Date | Feb. 21, 2014 |
| Executive Letter | Download |
Portland State University
PAE-17: Shareholder Advocacy
| Status | Score | Responsible Party |
|---|---|---|
| -- | 0.00 / 5.00 |
Rebecca
Hein Chief Financial Officer Portland State University Foundation |
This credit was marked as Not Pursuing so Reporting Fields will not be displayed.
The PSU Foundation conducted a screening of the short-term and endowment investments to determine whether any holdings were on the list of 200 fossil fuel companies listed at gofossilfree.org. The endowment had four positions that are on the list. In the aggregate, there is about 0.25% (less than 1%) exposure in these names among the mutual fund and ETF investments that represent roughly 80% of the total portfolio. The short-term investment portfolio held three out of the 200 names, with a combined market value of $1.77 million or 7.5% of the portfolio. The portfolio holdings for both types of investments vary over time.
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