Overall Rating Gold - expired
Overall Score 66.64
Liaison Beth Klein
Submission Date April 23, 2015
Executive Letter Download

STARS v2.0

State University of New York at Cortland
PA-13: Committee on Investor Responsibility

Status Score Responsible Party
Complete 2.00 / 2.00 Beth Klein
Campus Sustainability Coordinato
Early Childhood Education
"---" indicates that no data was submitted for this field

Does the institution have a formally established and active committee on investor responsibility (CIR) or similar body that has multi-stakeholder representation (i.e. includes faculty, staff, and students) and otherwise meets the criteria for this credit?:
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 guiding Investment Policy Statement provides a basis for the CIR to function in relation to social and environmental concerns. It is the Committee's desire that no funds be directly invested in the securities of any company primarily engaged in the production of alcoholic beverages or tobacco products. The Investment Manager will note the restriction to all sub-advisors. However, if a pooled vehicle, such as a mutual fund, is purchased for the Foundation, it is the Committee's understanding that the social responsibility policy may not applied.


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

Finance Committee:
Johanna Ames, Friend
Bill Baerthlein, Alumni
Jesse Campanaro, Alumni
Dorothea Fowler, Alumni
Judy Levine, Alumni
Anthony Moon, Alumni
Brian Murphy, Alumni
Victor Rumore, Committee Chair and Alumni
Victor Siegle, Friend
Chuck Spaulding, Friend
George Weissman, Alumni
Alex Voitovich, Alumni


Examples of CIR actions during the previous three years:

Changed investment managers in July 2011 and made available a SRI (Socially Responsive Investment) manager. The CIR has been investigating the impact of the overall performance of the investments within the SRI.


The website URL where information about the CIR is available:
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