Overall Rating Silver - expired
Overall Score 53.85
Liaison Ruairi O'Mahony
Submission Date May 1, 2015
Executive Letter Download

STARS v2.0

University of Massachusetts Lowell
PA-13: Committee on Investor Responsibility

Status Score Responsible Party
Complete 2.00 / 2.00 Steven O'Riordan
Associate Vice Chancellor for Financial Services
Financial Services
"---" indicates that no data was submitted for this field

Does the institution have a formally established and active committee on investor responsibility (CIR) or similar body that has multi-stakeholder representation (i.e. includes faculty, staff, and students) and otherwise meets the criteria for this credit?:
Yes

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 Massachusetts Foundation Socially Responsible Investing Advisory Committee (SRIAC) is responsible for considering divestment issues raised by students, faculty, alumni and other members of the UMass community. The eight-member Committee, which consists of faculty, administrators, alumni and students, serves as a forum in which social investment issues can be raised, discussed and reviewed. The Committee is responsible for considering proposals brought forth by members of the University community to determine whether they warrant further consideration by the Foundation’s Board of Directors.


Members of the CIR, including affiliations and role (e.g. student, faculty, alumni):

The SRIAC consists of the following members:
Alumni Representative: David Basile, Senior Vice President/Wealth Management, Janney Montgomery Scott
Alumni Representative and Chair: Stephen Dunne, Managing Director, Private Banking North America, Credit Suisse Securities
Senior Administrator Representative: Christine Wilda, Senior Vice President and Treasurer, UMass President’s Office
Senior Administrator Representative: John Kennedy, Vice Chancellor for University Relations, UMass Amherst
Faculty Representative: Stephen White, Professor of Marketing and International Business, Charlton College of Business, UMass Dartmouth
Faculty Representative: Sharon Cantor, Associate Professor, Department of Cancer Biology, UMass Medical School
Student Representative: Sarah Freudson, UMass Amherst
Student Representative: Nolan O’Brien, UMass Boston


Examples of CIR actions during the previous three years:

The UMass Foundation SRIAC was officially established on December 8, 2014 and has yet to take any significant actions.


The website URL where information about the CIR is available:

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 and complete the Data Inquiry Form.