| Overall Rating | Platinum - expired |
|---|---|
| Overall Score | 88.31 |
| Liaison | James Gordon |
| Submission Date | May 31, 2018 |
| Executive Letter | Download |
Thompson Rivers University
PA-8: Committee on Investor Responsibility
| Status | Score | Responsible Party |
|---|---|---|
|
0.00 / 2.00 |
James
Gordon Environmental Programs and Research Coordinator TRU Office of Environment and Sustainability |
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?:
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:
POLICY NUMBER BRD 22-0
APPROVAL DATE FEBRUARY 5, 2016
PREVIOUS AMENDMENT MAY 26, 2011
REVIEW DATE FEBRUARY 5, 2021
AUTHORITY BOARD OF GOVERNORS
PRIMARY CONTACT VICE-PRESIDENT, ADMINISTRATION & FINANCE
POLICY
In order to support the University’s activities and mission, the University will invest its
funds to achieve a rate of return commensurate with levels of risk that are acceptable to
the University.
The University has established an Investment Advisory Committee to review on an
ongoing basis, the University’s investment strategies, asset mix guidelines, and
performance.
The University has adopted a responsible investment approach that is aligned with the industry
best practices framework established by the United Nations‟ Principles for Responsible
Investment (UN PRI). The application of the UN PRI to Fund management is determined by the
Committee.
This policy applies to all University-administered accounts, including operating funds,
professional development funds, ancillary services, grants, research grants, contracts,
endowments and other restricted accounts
Does the CIR include staff representation?:
Does the CIR include faculty representation?:
Does the CIR include student representation?:
Members of the CIR, including affiliations and role (e.g. student, faculty, staff, alumni):
Voting
Vice President, Administration and Finance - Chair
Board of Governors members (2) appointed by the Board
o Chair of the Finance Committee of the Board of Governors (ongoing appointment)
o Board of Governors’ member (two year term appointment)
Associate Vice President, Finance
Director of Finance
Vice President, Advancement
Director, Sustainability (staff)
1 faculty member
1 student
Ex-officio (non voting)
President
Representative(s) from the Investment Management Firm
Other advisory or consultative personnel as needed
Examples of CIR actions during the previous three years:
Adopting the UNPRI approach enabled TRU committee to task fund managers to review entire portfolio and invest in those corporations that meet the criteria, while yielding returns that support the needs of TRU’s students and researchers.
"Joining the UNPRI initiative involved a commitment to implementing six principles for responsible investment, which were developed by an international group of institutional investors reflecting the increasing relevance of environmental, social and corporate governance (ESG) issues to investment practices."
The website URL where information about the programs or initiatives is available:
Additional documentation to support the submission:
Data source(s) and notes about the submission:
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