Overall Rating Silver
Overall Score 46.18
Liaison Suzanne Wood
Submission Date April 3, 2020
Executive Letter Download

STARS v2.1

University of Massachusetts Medical School
PA-8: Committee on Investor Responsibility

Status Score Responsible Party
Complete 2.00 / 2.00 Suzanne Wood
Sustainability & Energy Manager
Facilities Managment
"---" indicates that no data was submitted for this field

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:

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.

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):

Rotating membership consisting of 2 Alumni Representatives, 2 Senior University Representatives, 2 Faculty Representatives, and 2 Student Representatives.

David Basile,
Senior Vice President/Wealth Management,
Janney Montgomery Scott
Alumni Representative

Stephen Dunne,
Managing Director, Private Banking North America,
Credit Suisse Securities
Alumni Representative and Chair

Christine Wilda,
Senior Vice President and Treasurer,
UMass President’s Office
Senior Administrator Representative

John Kennedy,
Vice Chancellor for University Relations,
UMass Amherst
Senior Administrator 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
Faculty Representative

Sarah Freudson,
UMass Amherst
Student Representative

Nolan O’Brien,
UMass Boston
Student Representative

Examples of CIR actions during the previous three years:

SRIAC received a student petition requesting that the University divest of all its holdings in fossil fuel companies. The Committee met with representatives of the student group and researched the issue over several months before ultimately making a recommendation to the Foundation’s Board of Directors. Based on the Committee’s recommendation, the Board voted to divest from direct investments in coal companies.

The website URL where information about the programs or initiatives is available:
Additional documentation to support the submission:

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