Overall Rating Gold - expired
Overall Score 73.91
Liaison Amanda Wolf
Submission Date March 1, 2019
Executive Letter Download

STARS v2.1

Portland State University
PA-8: Committee on Investor Responsibility

Status Score Responsible Party
Complete 0.00 / 2.00 Amanda Wolf
Program + Assessment Coordinator
Campus Sustainability Office
"---" indicates that no data was submitted for this field

Does the institution have a formally established and active committee on investor responsibility (CIR) that makes recommendations to fund decision-makers on socially and environmentally responsible investment opportunities across asset classes?:

The charter or mission statement of the CIR or other body which reflects social and environmental concerns or a brief description of how the CIR is tasked to address social and environmental concerns:

The 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 CIR include staff representation?:

Does the CIR include faculty representation?:

Does the CIR include student representation?:

Members of the CIR, including affiliations and role (e.g. student, faculty, staff, alumni):

-Jared Holum (trustee)
-David Anderson (trustee)
-Dick Solomon(trustee)
-Jeff Eulberg (trustee)
-Linda Williams (trustee)
-Mark Miller (trustee)
-Scott Hibbs (trustee, former student)
-Scott Langley (trustee)
-Steve Petruzelli (trustee, alumnus)
External Members:
-Mark Rosenbaum (friend)
-Greg Meyer (alumnus)
-Wayne Pierson (friend)
Foundation Staff:
-Bill Boldt
-Sarah Schwarz
-Stacey Henriquez
-Meg Evans"

Examples of CIR actions during the previous three years:

Member of Intentional Endowments Network
Maintained total percentage of endowment investments with positive performance on ESG criteria

The website URL where information about the programs or initiatives is available:
Additional documentation to support the submission:

The PSU Foundation Investment Committee supports whole heartedly the sustainability program and efforts at PSU. The Investment Committee and PSUF Board approved an ESG Policy.

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