|Submission Date||April 27, 2011|
University of Mount Union
PAE-18: Positive Sustainability Investments
Vice President for Business Affairs and Treasurer
Total value of the investment pool:
Value of holdings in sustainable industries, such as renewable energy or sustainable forestry :
Value of holdings in businesses selected for exemplary sustainability performances:
Value of holdings in sustainability investment funds, such as a renewable energy investment fund:
Value of holdings in community development financial institutions (CDFIs):
Value of holdings in socially responsible mutual funds with positive screens:
A brief description of the companies, funds, and/or institutions referenced above:
We have contacted all of our investment managers and reviewed our existing holdings and we have determined that the Mount Union endowment does invest in companies that meet criteria for this credit; although, we do not have any investments in a sustainability fund. We have owned investments in the past three years that are held with sustainable industries such as renewable energy firms. However, most of our investments would not be direct investments that would be readily recognizable as meeting the criteria. Our research shows that slighlty over 1% of our portfolio would meet the criteria.
The website URL where information about the institution’s sustainability investment activities 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.