Overall Rating Gold
Overall Score 79.45
Liaison Lindsey Kalkbrenner
Submission Date Feb. 27, 2020

STARS v2.2

Santa Clara University
PA-9: Committee on Investor Responsibility

Status Score Responsible Party
Complete 0.50 / 2.00 Tony Nguyen
Investment Analyst
Finance & Administration
"---" 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?:
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 Socially Responsible Investing (SRI) Subcommittee of the Investment Committee will be consulted when SRI issues arise, or when questions about portfolio holdings are raised by third parties within the University.


Does the CIR include academic staff representation?:
No

Does the CIR include non-academic staff representation?:
Yes

Does the CIR include student representation?:
No

Members of the CIR, including affiliations and role:

The SRI Subcommittee consists of five staff members: three members of the Investment Committee, the Chief Investment Officer, and the Vice President for Finance and Administration.


Examples of CIR actions during the previous three years:

The Investment Office met with members of the group BASRI (Bronco Alumni for Socially Responsible Investing) in May 2018. The discussion with BASRI was brought to the attention of the SRI Subcommittee and broader Investment Committee at the May 15, 2019, Investment Committee meeting.


Website URL where information about the institution’s committee on investor responsibility is available:
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Additional documentation to support the submission:
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