Overall Rating Silver
Overall Score 46.29
Liaison Thomas Frazer
Submission Date March 4, 2022

STARS v2.2

University of South Florida
PA-9: Committee on Investor Responsibility

Status Score Responsible Party
Complete 0.00 / 2.00 Thomas Frazer
Dean
College of Marine Science
"---" indicates that no data was submitted for this field

Does the institution have a formally established and active committee on investor responsibility (CIR) or equivalent body?:
No

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:
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Does the CIR include academic staff representation?:
No

Does the CIR include non-academic staff representation?:
No

Does the CIR include student representation?:
No

Members of the CIR, including affiliations and role:
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Examples of CIR actions during the previous three years:
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Website URL where information about the institution’s committee on investor responsibility is available:
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Additional documentation to support the submission:
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"The University Treasurer is responsible for managing the University's operating investment portfolio and for providing oversight for the investment portfolios of the University DSOs and CUs, pursuant to the USF Investment Policy."
https://www.usf.edu/business-finance/treasurer/investments/
https://usf.app.box.com/v/usfbotpolicy06-001
https://usf.app.box.com/v/usfbotpolicy06-002

"The USF Foundation Board is the fiduciary for endowments. The management of endowments is carried out by the Board's Investment Committee, which is responsible for such matters as asset allocation, investment manager selection and spending. The Investment Committee is supported by its investment consultant and Foundation investment staff."
https://foundation.usf.edu/download_file/force/437/209

Endowment Management and Governance
"Most of the assets within the endowment are pooled and invested in one managed endowment portfolio, over which the University has investment discretion. Decisions regarding investment policy, strategy, asset allocation targets, and changes in investments are made by members of the University’s Investment Committee, which is a standing committee of the Board of Trustees. There are 12 members of the Committee, made up of University Trustees, University administrators, alumni, and other investment professionals.

The Investment Committee meets on a quarterly basis each February, May, August, and November, and meets periodically between quarterly meetings to address immediate issues or investment opportunities. The Investment Committee has three subcommittees that review investment opportunities within certain sectors or strategies. These subcommittees then recommend new investments to the full committee for approval."
https://myusf.usfca.edu/finance-treasury/endowment-investment-management

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