Overall Rating Gold - expired
Overall Score 67.52
Liaison Tori Grant
Submission Date June 28, 2013
Executive Letter Download

STARS v1.2

University of Calgary
PAE-16: Committee on Investor Responsibility

Status Score Responsible Party
Complete 2.00 / 2.00 Michael Trattner
Treasury and Investments
"---" indicates that no data was submitted for this field

Does the institution have a committee on investor responsibility or similar body that meets the criteria for this credit?:

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 purpose of the Sustainable and Responsible Investment Advisory Committee is to provide an appropriate forum for discussion and developing recommendations to the Vice-President (Finance and Services) regarding the consideration of environmental, social and governance (ESG) factors in the management of the University of Calgary’s investments.

The administration and the Board of Governors Investment Committee retain fiduciary responsibility for the management of the university’s investments, allowing the Advisory Committee to develop recommendations regarding potential policies, principles and practices to incorporate ESG factors in investment decision making and management"

Members of the CIR, including affiliations:

"Treasurer and Director of Investments - Michael Trattner
Office of Sustainability - Dexter Lam
Student member appointed by the Haskayne School of Business - Colin Healey
Faculty member of the University of Calgary Faculty of Law - Bryce Tingle
Faculty member of the University of Calgary Haskayne School of Business - Philip Chang
Member of the community with relevant expertise - Patti Dolan"

Recent examples (within the past 3 years) of CIR actions:

The website URL where information about the committee is available:

Data source(s) and notes about the submission:

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