|Submission Date||March 30, 2018|
Portland State University
PA-9: Sustainable Investment
|1.33 / 4.00||
Program + Assessment Coordinator
Campus Sustainability Office
Does the institution wish to pursue Option 1 (positive sustainability investment)?:
Total value of the investment pool:
Value of holdings in each of the following categories:
|Value of Holdings|
|Sustainable industries (e.g. renewable energy or sustainable forestry)||---|
|Businesses selected for exemplary sustainability performance (e.g. using criteria specified in a sustainable investment policy)||---|
|Sustainability investment funds (e.g. a renewable energy or impact investment fund)||---|
|Community development financial institutions (CDFIs) or the equivalent||---|
|Socially responsible mutual funds with positive screens (or the equivalent)||4480 US/Canadian $|
|Green revolving loan funds that are funded from the endowment||---|
A brief description of the companies, funds, and/or institutions referenced above:
Large Cap Equity Fund whose investment team considers a company’s environmental, social and governance factors before investing.
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:
Portland State University Foundation is dedicated to incorporating Environmental, Social, and Governance (ESG) criteria in its investment goals as a means to support Portland State University's Mission and Values, which includes Community and Civic Engagement leading to a sustainable future. The Foundation will include ESG criteria as one criterion, along with other investment factors, in our investment process.
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:
The approved ESG statement is included in Investment Meeting and Investment Bank mandates. Quarterly investment portfolio review includes ESG lens and filter discussion. The Investment Committee receives an annual report of portfolio exposures to energy companies and specific ESG strategy investments.
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:
Fossil Fuel negative screen – portfolio analysis indicated a percentage of investment exposure and investment manager implemented procedures to reduce percentage exposure
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:
We have participated in two forums sponsored by the Intentionally Designed Endowment Network and were the host site for the forum in November 2015 and the Foundation is a founding member.
The website URL where information about the programs or initiatives is available:
Additional documentation to support the submission:
Data provided by PSU Foundation
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 and complete the Data Inquiry Form.
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 and complete the Data Inquiry Form.