Overall Rating Gold - expired
Overall Score 69.95
Liaison Trey McDonald
Submission Date March 11, 2014
Executive Letter Download

STARS v1.2

University of San Diego
PAE-17: Shareholder Advocacy

Status Score Responsible Party
Complete 5.00 / 5.00 Steven Heath
Treasury and Financial Systems Manager
Finance
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Has the institution filed or co-filed one or more shareholder resolutions that address sustainability during the past three years?:
No

Has the institution submitted one or more letters about social or environmental responsibility to a company in which it holds investments during the previous three years?:
No

Has the institution conducted a negative screening of its entire investment pool within the last three years?:
Yes

A brief description of how the institution (or its foundation) has engaged in shareholder advocacy that promotes sustainability during the previous 3 years. :

We perform negative screenings of direct investments in relation to our social responsibility clause and regularly monitor direct investments. Any new investment managers are expected to adhere to our clause and if/when a questionable investment comes up they are to contact us. This has happened at least once in the last year.

We also hold many comingled funds (hedge, LP’s, etc) that don’t always share the underlying investments and of which we have no direct control. However, we share our social responsibility clause with all potential investment managers and monitor those that we have direct control over on a regular basis.


The website URL where information about the negative screen, divestment effort, and/or direct engagement with companies in which the institution holds investments is available:
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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.