| Overall Rating | Silver |
|---|---|
| Overall Score | 61.55 |
| Liaison | Melissa Cadwell |
| Submission Date | Jan. 7, 2022 |
Syracuse University
PA-9: Committee on Investor Responsibility
| Status | Score | Responsible Party |
|---|---|---|
|
1.00 / 2.00 |
Melissa
Cadwell Sustainability Coordinator Energy Systems & Sustainability Management |
"---"
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 Investment and Endowment Committee (IEC) members are appointed by the Board of Trustees, and oversee the investment and management of the Managed Endowment fund. In December 2019, the Committee appointed Partners Capital as the Outsourced Chief Investment Officer for the University. The funds are operationally managed by Partners Capital with daily governance and oversight by the CFO and Treasurer.
Does the CIR include academic staff representation?:
Yes
Does the CIR include non-academic staff representation?:
Yes
Does the CIR include student representation?:
No
Members of the CIR, including affiliations and role:
Trustee Members
Steven W. Ballentine, Chair
Steven W. Barnes
Andrew T. Berlin
Darlene T. DeRemer
Elisabeth Fontenelli
Kenneth A. Pontarelli
Douglas A. Present
Ex Officio Trustee Members
Kathleen A. Walters, Chair
Kent Syverud, Chancellor and President
Life Trustee Participants
William J. Brodsky
Michael A. Dritz
Stuart Frankel
Alan Gerry
Richard L. Haydon
Joshua H. Heintz
Jonathan J. Holtz
Peter A. Horvitz
Sharon Haines Jacquet
John L. Kreischer III
Marvin K. Lender
Susan C. Penny
Samuel J. Zamarripa
Ex-Officio Participants
Gwenn Judge, Acting Chief Financial Officer
Lisa A. Dolak, Senior Vice President and University Secretary
Steven W. Ballentine, Chair
Steven W. Barnes
Andrew T. Berlin
Darlene T. DeRemer
Elisabeth Fontenelli
Kenneth A. Pontarelli
Douglas A. Present
Ex Officio Trustee Members
Kathleen A. Walters, Chair
Kent Syverud, Chancellor and President
Life Trustee Participants
William J. Brodsky
Michael A. Dritz
Stuart Frankel
Alan Gerry
Richard L. Haydon
Joshua H. Heintz
Jonathan J. Holtz
Peter A. Horvitz
Sharon Haines Jacquet
John L. Kreischer III
Marvin K. Lender
Susan C. Penny
Samuel J. Zamarripa
Ex-Officio Participants
Gwenn Judge, Acting Chief Financial Officer
Lisa A. Dolak, Senior Vice President and University Secretary
None
Examples of CIR actions during the previous three years:
n/a
Optional Fields
Additional documentation to support the submission:
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Data source(s) and notes about the submission:
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