Overall Rating Gold - expired
Overall Score 66.66
Liaison Marianella Franklin
Submission Date Sept. 20, 2017
Executive Letter Download

STARS v2.1

University of Texas Rio Grande Valley
PA-8: Committee on Investor Responsibility

Status Score Responsible Party
Complete 1.50 / 2.00 Marianella Franklin
Director of Sustainability
The Office For Sustainability
"---" 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?:

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:

The UTRGV Foundation raises, manages and invest funds for charitable, educational and scientific purposes to benefit Pan American University. By encouraging the exploration of the wonders of anthropology and the arts, technology and teaching, engineering and English, mathematics and modern languages, sociology and the sciences, the UTRGV Foundation is inspiring the next generation of thinkers and dreamers whose invention and courage will transform our region and our world.

Does the CIR include staff representation?:

Does the CIR include faculty representation?:

Does the CIR include student representation?:

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

Executive Committee

Jason Leal, Chairman
Upper Rio Grande Valley Market President
BBVA Compass Bank
McAllen, Texas

Jaime Ramon, Past Chairman
Dykema Cox Smith
Dallas, Texas

Armando A. Perez, Vice Chair
Senior VP, Houston Division
Spring, Texas

Armando Arismendi, Treasurer
VP, Watson Cloud Technology & Support
Katonah, New York

R. David Guerra, Secretary
President, IBC
McAllen, Texas


Theresa Barrera-Shaw
Bentonville, Arkansas

Alonzo Cantu
President, Cantu Construction & Dev. Co.
McAllen, Texas

Victor Hugo Gonzalez, M.D.
Valley Retina Institute, P.A.
McAllen, Texas

Roland Gonzalez
Sr. Director, Operations & QA
Burger King Corporation
Miami, Florida

A.R. Felo Guerra
Rancher, Guerra Brothers
Linn, Texas

Carlos Manrique, M.D.
Manrique Custom Vision
Edinburg, Texas

Carlos Marin, PhD, PE
Ambiotec Group, Inc.
Brownsville, Texas

Roel (Roy) Martinez
President 2M Ranch
Mission, TX 78572

Doug Matney
UHS of Delaware, Inc. – Central Region
Edinburg, Texas

Edward Muñoz
Munoz Group
Leesburg, Virginia

H.R. Bert Peña
Troutman Sanders LLP
Washington, DC

Joe Ramirez
J.R. Enterprises
Summit, New Jersey

Ed Rivera
Laguna Vista, Texas

John Schrock, Sr.
Fredericksburg, Texas

Tom Torkelson
IDEA Public Schools
Weslaco, Texas

Michael Williamson
PlainsCapital Bank
Edinburg, Texas

Ex-Officio Member

University of Texas - Rio Grande Valley President

University of Texas - Rio Grande Valley Vice-President for Institutional Advancement

University of Texas - Rio Grande Valley Alumni Association President

International Women’s Board President

Examples of CIR actions during the previous three years:

The University of Texas Rio Grande Valley (UTRGV) Foundation is an independent non-profit organization incorporated in the State of Texas under the Revenue Code Section 501(c)(3). Originally chartered as The Pan American Foundation in order to raise, manage and invest funds for charitable, educational and scientific purposes to benefit Pan American University, its mission remained the same after Pan American University joined The University of Texas System in 1989. With the opening of The University of Texas Rio Grande Valley in 2015 – of which The University of Texas-Pan American is a legacy school – the Foundation name changed to reflect the new institution, becoming The University of Texas Rio Grande Valley Foundation.

Under UTPA the foundation's Board of Trustees raised more than $35 million in endowment funds to support student scholarships, faculty research and development, academic initiatives and student support programs, and to provide flexible funding to meet other University needs, such as funding the Office for Sustainability AASHE assessment of campus sustainability.

1. The Michael & Susan Dell Foundation has awarded The University of Texas-Pan American's Gaining Early Awareness and Readiness in Undergraduate Programs (GEAR UP) about $650,000 to expand a successful college readiness program to seven elementary schools and one middle school in the Edinburg area and two middle schools in La Joya.

Advancement Via Individual Determination, or AVID, provides students with strategies to become better prepared for the rigors of post-secondary education. At the secondary level, students are encouraged to take challenging classes and an elective course that teaches them skills in improving their note taking, organization and study habits. AVID also provides students with college tutors and other resources to make sure they are ready for college coursework.

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

UTRGV’s committee on investor responsibility works towards the sustainable development goal of Quality Education; Responsible Consumption and Production; and Peace, Justice, and Strong Institutions by raising and investing funds in programs that ensure quality education for all, managing resources with responsibility, and being a transparent institution.

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.