Overall Rating Gold
Overall Score 65.35
Liaison Peter Stiling
Submission Date Feb. 19, 2018
Executive Letter Download

STARS v2.1

University of South Florida
PA-8: Committee on Investor Responsibility

Status Score Responsible Party
Complete 1.00 / 2.00 Fell Stubbs
University Treasurer
Office of the University Treasurer
"---" 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?:
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:

University response: The governance of the University’s investment portfolio and oversight of the 9 DSO investment portfolios is the responsibility of the USF Investment Committee. This Committee’s authority and duties are described in the USF Investment Policy adopted by the University Board of Trustees. Membership of the Committee, appointed by the Trustees, is influenced strongly by the independence structures recommended by the SEC and Sarbanes-Oxley bill. A copy of this Policy, adopted in December 2006, is available on the website.

Foundation response: The investment function of the Foundation is governed by the Foundation Board and its Investment Committee. The Committee has the oversight responsibility of all investment matters including investor responsibility. As part of our due diligence process in evaluating new and current investments, we review our manager's policies on social and environmental responsible investing and hold them to a high standard with respect to the investments that are made on our behalf.


Does the CIR include staff representation?:
Yes

Does the CIR include faculty representation?:
Yes

Does the CIR include student representation?:
No

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

Chairman and Voting Member, Independent
Voting Member, Independent
Voting Member, Independent
Voting Member, USF Faculty
Voting Member, USF Staff
Voting Member, USF Staff
Non-Voting Member, USF Staff


Examples of CIR actions during the previous three years:

The committee oversees the institution's investments to account for funding social and environmentally responsible priorities explicit to the 4 goals and USF mission (with a strict agenda reviewing the quarterly "Cambridge Reviews" during these past Meetings)


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