Overall Rating | Gold |
---|---|
Overall Score | 66.43 |
Liaison | Greg Maginn |
Submission Date | June 30, 2023 |
The Ohio State University
PA-9: Committee on Investor Responsibility
Status | Score | Responsible Party |
---|---|---|
0.00 / 2.00 |
Timothy
Michel Chief Investment Officer Business and Finance |
"---"
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?:
No
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 Finance and Investment Committee is a fiduciary oversight arm of the Board of Trustees. Its oversight responsibility includes analyzing and monitoring, and then reporting to the Board, on the financial, investment, business and administrative management of the University, the Wexner Medical Center and their affiliated entities (collectively, the “University”). The group meets quarterly, advises CIO and reviews investments.
During these quarterly meetings, affordability & access for students of all socio-economic backgrounds is incorporated into the regular agenda (see meeeting minutes in additional notes). The Finance & Investment committee reports on goals related to the administration of funds in corespondence with the university's strategic pilar of access, affoardability, and excellence (strategic goals in additional notes).
During these quarterly meetings, affordability & access for students of all socio-economic backgrounds is incorporated into the regular agenda (see meeeting minutes in additional notes). The Finance & Investment committee reports on goals related to the administration of funds in corespondence with the university's strategic pilar of access, affoardability, and excellence (strategic goals in additional notes).
Does the CIR include academic staff representation?:
Yes
Does the CIR include non-academic staff representation?:
No
Does the CIR include student representation?:
Yes
Members of the CIR, including affiliations and role:
Tom B. Mitevski, chair
James D. Klingbeil, vice chair
John W. Zeiger
Gary R. Heminger
Lewis Von Thaer
Michael F. Kiggin
Tanner R. Hunt
Amy Chronis
Kent M. Stahl
Hiroyuki Fujita (ex officio)
Taylor A. Schwien (Undergraduate Student)
James D. Klingbeil, vice chair
John W. Zeiger
Gary R. Heminger
Lewis Von Thaer
Michael F. Kiggin
Tanner R. Hunt
Amy Chronis
Kent M. Stahl
Hiroyuki Fujita (ex officio)
Taylor A. Schwien (Undergraduate Student)
None
Examples of CIR actions during the previous three years:
Since FY15, Under the guidance of the Finanace and Investment Committee, Ohio State has committed more than $200 million in additional need-based aid for Ohio students, with funding provided through efficiencies and new resource generation. Programs include the Buckeye Opportunity Program, President's Affordability Grants and the Land Grant Opportunity Scholarships.
Optional Fields
Additional documentation to support the submission:
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Data source(s) and notes about the submission:
https://trustees.osu.edu/sites/default/files/documents/2022/11/Public_Materials_FI_November_2022.pdf
https://trustees.osu.edu/sites/default/files/documents/2021/11/AFI_Public_Session_Materials_Nov21.pdf
https://trustees.osu.edu/sites/default/files/documents/2021/11/AFI_Public_Session_Materials_Nov21.pdf
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