Overall Rating Silver - expired
Overall Score 50.27
Liaison Caitlin Steele
Submission Date Feb. 15, 2017
Executive Letter Download

STARS v2.1

San Francisco State University
PA-8: Committee on Investor Responsibility

Status Score Responsible Party
Complete 2.00 / 2.00 Rachelle Caterson
Student Assistant
Office of Sustainability
"---" 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?:
Yes

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 SF State University Foundation Finance and Investment Committee has an Environmental, Social and Governance/Socially Responsible Investing (ESG / SRI) subcommittee that provides guidance on socially and environmentally responsible investment of endowment funds. The committee has committed to limiting direct investments in fossil fuel companies. SF State's foundation will not directly invest in companies with significant production or use of coal and tar sands.

Does the CIR include staff representation?:
Yes

Does the CIR include faculty representation?:
Yes

Does the CIR include student representation?:
Yes

Members of the CIR, including affiliations and role (e.g. student, faculty, staff, alumni):
Phil King Ph.D., Chair of SRI subcommittee, Professor of Economics (Faculty) Robert Nava, Foundation President, Vice President of University Advancement (Staff) Leona Bridges, Director, San Francisco Municipal Transportation Agency (Board member) Kimberly Brandon, Senior Vice President and Wealth Advisor, Morgan Stanley (Board member) Neda Nobari, President of the Neda Nobari Foundation (Board member) Biographies available here: http://sfsufdn.sfsu.edu/directors

Examples of CIR actions during the previous three years:
- Divestment from coal and tar sands holdings in 2013 - Creation of a carbon calculator for foundation holdings - Establishment of a $5 million"green fund" for green fund that donors can opt to invest in over traditional investments. - Decision to pursue full divestment - 2 paper publications on SF State's divestment process -> The Presidency, ACE, Fall 2013 -> Socially Responsible Living, AGB, July/August 2014 http://sfsufdn.sfsu.edu/content/sf-state-foundation-remains-leader-socially-responsible-investing

The website URL where information about the programs or initiatives is available:
Additional documentation to support the submission:
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Data source(s) and notes about the submission:
From interview of Venesia Thompson-Ramsay Foundation Secretary and Treasurer Chief of Operations, University Advancement, SF State. 9/16/16

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