| Overall Rating | Silver |
|---|---|
| Overall Score | 58.33 |
| Liaison | Jessica Bilecki |
| Submission Date | March 14, 2024 |
University of the Pacific
PA-9: Committee on Investor Responsibility
| Status | Score | Responsible Party |
|---|---|---|
|
2.00 / 2.00 |
James
Walsh Chief Financial Officer Business and Finance |
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Does the institution have a formally established and active committee on investor responsibility (CIR) or equivalent body?:
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:
Pacific's Responsible Investment Working Group is dedicated to researching and proposing ethical and sustainable practices in our investment decisions. We focus on environmental, social, and governance factors to foster responsible financial stewardship. Our mission is to align investments with our values, positively impacting communities and promoting a sustainable future through strategic initiatives and education.
Does the CIR include academic staff representation?:
Yes
Does the CIR include non-academic staff representation?:
Yes
Does the CIR include student representation?:
Yes
Members of the CIR, including affiliations and role:
James Walsh, CFO; Jessica Bilecki, Sustainability Director; Lorenzo Spaccarelli, undergraduate student rep; Jim Marshall & Brendan Byrne, Managing Directors at Cambridge Associates; Ben Carlston, Associate Professor Eberhardt School of Business; Evan Dreyfuss, Vice Chair Board of Regents; Oscar De La Cruz Cordova, Investment Analyst I
Examples of CIR actions during the previous three years:
Convened committee, engaged investment advisors, provided updated guidelines to managers of Separately Managed Accounts, assessed membership in UNPRI and Intentional Endowments Network
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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Data source(s) and notes about the submission:
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