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

STARS v1.2

University of San Diego
PAE-T2-8: Sustainable Investment Policy

Status Score Responsible Party
Complete 0.25 / 0.25 Erin Brown
Financial Compliance Director
"---" indicates that no data was submitted for this field

Does the institution have a policy, practice or directive to consider the social and/or environmental impacts of investment decisions, in addition to financial considerations?:

A brief description of the sustainable investment policy:

From investment guidelines:
"Social Responsibility

It is important to recognize that the University has a moral and fiduciary responsibility to pursue a reasonable rate of return, with appropriate diversification and risk, on its portfolio, in order to support its mission and goals. Within this context, the Committee will consider factors other than investment return in its investment choices in order to reflect the University’s social and ethical principles, and will take proactive steps to invest in ways that are consistent with these principles wherever reasonably possible. In its consideration of its social responsibility in investing, the Committee will evaluate: 1) the exclusion from the portfolio securities of firms whose policies are contrary to the values the University adopts; 2) the investment in firms that demonstrate a high level of social concern; and 3) the influencing of the social behavior of invested firms through the exercise of ownership rights.

The University’s mutual funds, commingled accounts or limited partnerships are only managed according to their prospectus and limited partnership agreements, so customization of guidelines is generally not possible for these investments. The Committee will not knowingly invest commingled funds with any manager whose stated strategy is inconsistent with our principles."

The website URL where information about the policy is available:
Data source(s) and notes about the submission:

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