| Overall Rating | Gold |
|---|---|
| Overall Score | 67.63 |
| Liaison | Konrad Schlarbaum |
| Submission Date | March 1, 2024 |
University of Colorado Colorado Springs
PA-9: Committee on Investor Responsibility
| Status | Score | Responsible Party |
|---|---|---|
|
0.00 / 2.00 |
Usha
Sharma Treasurer and CIO Budget 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 University of Colorado Foundation's Investment and Policy Committee oversees the endowment for all four CU campuses. This Committee does not have a charter or mission statement that reflects social and environmental concerns.
The University of Colorado Treasury's Advisory Committee oversees the Treasury for all four CU campuses. This Committee does not have a charter or mission statement that reflects social and environmental concerns. The Treasury does have operating procedures for implementing the Treasury Investment Policy 13A. This Policy defines the criteria for selecting external managers, one of which is that the Treasury evaluates managers for their Environmental, Social, Governance (ESG) policies, practices and engagement on a regular basis.
The University of Colorado Treasury's Advisory Committee oversees the Treasury for all four CU campuses. This Committee does not have a charter or mission statement that reflects social and environmental concerns. The Treasury does have operating procedures for implementing the Treasury Investment Policy 13A. This Policy defines the criteria for selecting external managers, one of which is that the Treasury evaluates managers for their Environmental, Social, Governance (ESG) policies, practices and engagement on a regular basis.
Does the CIR include academic staff representation?:
No
Does the CIR include non-academic staff representation?:
No
Does the CIR include student representation?:
No
Members of the CIR, including affiliations and role:
The Treasury Investment Advisory Committee consists of 10-12 people, including a member of the Board of Regents, System CFO, Treasurer, Assistant Treasurer of Operations, Cash Manager, Executive Assistant for the Treasurer's Office, external investment consultant, representative from the State Treasury, finance representatives from different campuses, and external investment experts. The Committee is Chaired by one of the Regents.
None
Examples of CIR actions during the previous three years:
Some examples of actions include review of Investment Operating Procedures, asset allocation strategy review and asset rebalancing, and manager reviews.
Optional Fields
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Additional documentation to support the submission:
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Data source(s) and notes about the submission:
The information above is to document the progress the University of Colorado system has made with regard to addressing social and environmental concerns in their investments.
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.