| Overall Rating | Gold - expired |
|---|---|
| Overall Score | 75.37 |
| Liaison | Suchi Daniels |
| Submission Date | Jan. 14, 2014 |
| Executive Letter | Download |
University of South Florida (Tampa)
PAE-17: Shareholder Advocacy
| Status | Score | Responsible Party |
|---|---|---|
|
0.00 / 5.00 |
Kebreab
Ghebremichael Director of Water Sustainability Concentration Patel College of Global Sustainability |
Has the institution filed or co-filed one or more shareholder resolutions that address sustainability during the past three years?:
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?:
Has the institution conducted a negative screening of its entire investment pool within the last three years?:
A brief description of how the institution (or its foundation) has engaged in shareholder advocacy that promotes sustainability during the previous 3 years. :
The Foundation and the USF College of Business oversees student participation in shareholder responsibilty by assigning them task of proxy voting for shares owned in the Student Managed Investment Fund. It is up to the students to review the proxy ballots and file the votes for their shares. Any participation in shareholder advocacy is at their discretion as well.
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:
Data source(s) and notes about the submission:
1) The majority of Foundation assets are held in mutual funds and/or comingled funds, therefore making the fund manager the shareholder with responsibility for shareholder resolutions. Foundation investment staff does vote on proxy ballots for its mutual funds, and would give consideration to any resolutions that include language regarding sustainability or responsible investing. For the minimal assets in which USF Foundation has in separate accounts (making USF Foundation the shareholder), proxy voting is done by the manager but is reviewed periodically by Foundation staff to ensure that voting was done in accordance with the mission and values of the University.
2) The majority of Foundation assets are held in mutual funds and/or comingled funds, therefore making the fund manager the shareholder with voting rights.
3) Foundation investment staff may from time-to-time review the individual holdings that have been selected by each of our fund managers.
1) The majority of Foundation assets are held in mutual funds and/or comingled funds, therefore making the fund manager the shareholder with responsibility for shareholder resolutions. Foundation investment staff does vote on proxy ballots for its mutual funds, and would give consideration to any resolutions that include language regarding sustainability or responsible investing. For the minimal assets in which USF Foundation has in separate accounts (making USF Foundation the shareholder), proxy voting is done by the manager but is reviewed periodically by Foundation staff to ensure that voting was done in accordance with the mission and values of the University.
2) The majority of Foundation assets are held in mutual funds and/or comingled funds, therefore making the fund manager the shareholder with voting rights.
3) Foundation investment staff may from time-to-time review the individual holdings that have been selected by each of our fund managers.
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.