Overall Rating Gold
Overall Score 74.78
Liaison Daryl Pierson
Submission Date March 5, 2021

STARS v2.2

Portland State University
PA-9: 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) or equivalent body?:

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. One of PSUF's Investment Beliefs is responsible corporate governance, including the management of environmental, social and governance (ESG) factors, can benefit long-term investors like PSUF. PSUF encourages its investment consultant to consider environmental, social and good governance as a criteria in making investments. PSUF's Investment Beliefs Statement is incorporated into its approved IPS.

Does the CIR include academic staff representation?:

Does the CIR include non-academic staff representation?:

Does the CIR include student representation?:

Members of the CIR, including affiliations and role:

Chair - Dick Solomon (alumnus)
Jeff Eulberg (alumnus)
Jared Holum
Marcia Mason (alumnus)
Mark Miller
Steve Petruzelli (alumnus)
Linda Williams
Voting Non-trustee Committee Members:
Greg Meyer (alumnus)
Kori Allen (alumnus)

Examples of CIR actions during the previous three years:

Member of Intentional Endowments Network
Developed investment belief statement that recognizes ESG factors as a benefit to long-term investors and includes the consideration of ESG criteria as part of investment strategy

Website URL where information about the institution’s committee on investor responsibility 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 Investment Belief Statement that includes ESG factors and this is incorporated into the approved IPS.

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