Overall Rating | Gold |
---|---|
Overall Score | 68.39 |
Liaison | Marianne Martin |
Submission Date | Sept. 22, 2021 |
University of Colorado Boulder
PA-10: Sustainable Investment
Status | Score | Responsible Party |
---|---|---|
0.91 / 5.00 |
Dave
Newport Director Environmental Center |
"---"
indicates that no data was submitted for this field
Part 1. Positive sustainability investment
1,090,782,592
US/Canadian $
Value of holdings in each of the following categories:
Value of holdings | |
Sustainable industries (e.g., renewable energy or sustainable forestry) | 49,254,907 US/Canadian $ |
Businesses selected for exemplary sustainability performance (e.g., using criteria specified in a sustainable investment policy) | 0 US/Canadian $ |
Sustainability investment funds (e.g., a renewable energy or impact investment fund) | 15,248,887 US/Canadian $ |
Community development financial institutions (CDFIs) or the equivalent | 0 US/Canadian $ |
Socially responsible mutual funds with positive screens (or the equivalent) | 0 US/Canadian $ |
Green revolving funds funded from the endowment | 0 US/Canadian $ |
If any of the above is greater than zero, provide:
The investment pool has 14.9% exposure to the Dow Jones Sustainability Index and private impact funds as of 10/31/20
Percentage of the institution's investment pool in positive sustainability investments:
0.90
Part 2. Investor engagement
Sustainable investment policy
No
None
A copy of the sustainable investment policy:
---
None
The sustainable investment policy:
---
None
Does the institution use its sustainable investment policy to select and guide investment managers?:
No
A brief description of how the sustainable investment policy is applied:
---
Proxy voting
No
None
A copy of the proxy voting guidelines or proxy record:
---
None
A brief description of how managers are adhering to proxy voting guidelines:
---
Shareholder resolutions
No
Examples of how the institution has engaged with corporations in its portfolio about sustainability issues during the previous three years:
---
Divestment efforts and negative screens
Yes
A brief description of the divestment effort or negative screens and how they have been implemented:
The Investment Policy has included a policy to screen and divest from companies engaging in business practices to the detriment of Sudanese citizens since 2007.
Approximate percentage of endowment that the divestment effort and/or negative screens apply to:
100
Investor networks
Yes
None
A brief description of the investor networks and/or collaborations:
The Foundation’s Investment Manager participates in the Intentional Endowments Network, a peer network of college and university, and serves on the Membership Committee of Confluence Philanthropy, a network of ESG/impact focused institutional investors. Agility investment staff also participates in a series of conferences focused on ESG/impact topics throughout the year, including CleanTechIQ, Confluence Philanthropy, CFA Society of New York, High Water Women, and the Investment Diversity Exchange.
Optional Fields
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Additional documentation to support the submission:
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Data source(s) and notes about the submission:
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The information presented here is self-reported. While AASHE staff review portions of all STARS reports and institutions are welcome to seek additional forms of review, the data in STARS reports are not verified by AASHE. If you believe any of this information is erroneous or inconsistent with credit criteria, please review the process for inquiring about the information reported by an institution or simply email your inquiry to stars@aashe.org.