| Overall Rating | Silver |
|---|---|
| Overall Score | 46.93 |
| Liaison | Kevin Salfen |
| Submission Date | Oct. 21, 2024 |
University of the Incarnate Word
PA-9: Committee on Investor Responsibility
| Status | Score | Responsible Party |
|---|---|---|
|
0.00 / 2.00 |
Kevin
Salfen Co-Director, Office of Sustainability Office of Sustainability |
Does the institution have a formally established and active committee on investor responsibility (CIR) or equivalent body?:
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 Board of Trustees and the Finance Committee are charged with overseeing the University of the Incarnate Word Endowment. Published guidelines articulate the principles informing investment decisions, and one seciton of those guidelines addresses "socially responsible investing," drawing particularly on the statement of Catholic values embodied in the United States Conference of Catholic Bishops (November 2021). These values include "Care for God's creation," a "environemtal challenge" and a call to protect people and planet (https://www.usccb.org/beliefs-and-teachings/what-we-believe/catholic-social-teaching/care-for-creation)
For the guiding document for the University of the Incarnate Word Endowment, follow this link: https://www.uiw.edu/policy/financial/investment-policy-statement.pdf
Does the CIR include academic staff representation?:
Does the CIR include non-academic staff representation?:
Does the CIR include student representation?:
Members of the CIR, including affiliations and role:
The members of the Finance Committee, charged with aligning investments that are part of the University of the Incarnate Word Endowment with our guiding principles, including "socially responsible investing," are as follows:
David M. Adleman, Principal, Area Real Estate, LLC
Scott Beckendorf, President, Beckendorf Liquors, Inc./Eastern Retail Services
Christie Cody (no affiliation listed)
Todd Rasco, Executive Vice President, Fidelity National Financial
Sr. Leticia De Jesus Rodriguez, CCVI Congregational Appointee
William G. Shown, Chief Executive Officer, Oxbow Development Group, LLC
No information available.
Optional Fields
Additional documentation to support the submission:
Data source(s) and notes about the submission:
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