| Overall Rating | Silver - expired |
|---|---|
| Overall Score | 55.33 |
| Liaison | Nina Hartwig |
| Submission Date | Aug. 1, 2013 |
| Executive Letter | Download |
University of Wisconsin-Milwaukee
PAE-16: Committee on Investor Responsibility
| Status | Score | Responsible Party |
|---|---|---|
|
2.00 / 2.00 |
Kate
Nelson Chief Sustainability Officer Office of Sustainability |
"---"
indicates that no data was submitted for this field
None
Does the institution have a committee on investor responsibility or similar body that meets the criteria for this credit?:
Yes
None
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 mission of the Trust Funds Office is to:
*Provide the Board of Regents with the support, information and analyses they require to fulfill their oversight responsibilities as fiduciaries and trustees.
*Provide excellent (valuable, timely, accurate and efficient) products and services
This statement is included in the Core Functions section:
“Although investment objectives focus primarily on financial return relative to risks assumed, considerations of "social responsibility" are not ignored. Social issues brought to the attention of the Office and/or the Board of Regents are typically researched by staff and reported on to the Business and Finance Committee. Also, a proxy reporting service is employed so that shareholder proxies are voted in a socially-conscious manner, consistent with Regent policies.”
None
Members of the CIR, including affiliations:
The Board of Regents of the University of Wisconsin System is the principal and ultimate fiduciary of the UW Trust Funds. The management and administration of University Trust Funds, including the consolidated and segregated funds, is delegated to the Business, Finance and Audit Committee.
Gerald Whitburn (Chair)
John Behling (Vice Chair/Audit Liaison)
Margaret Farrow
Tim Higgins
Janice Mueller
Charles Pruitt
Gary Roberts
David Walsh
None
Recent examples (within the past 3 years) of CIR actions:
---
None
The website URL where information about the committee is available:
Data source(s) and notes about the submission:
The Committee retains these specific roles and responsibilities:
•Recommend to the full Board an Investment Policy Statement, which includes these key elements:
-Asset allocations for each Fund
-Spending policy for the Long Term Fund
-Proxy voting and policy, and “social responsibility” policies
•Recommend to the full Board the UW Trust Funds-related officers (i.e., the Trust Officer and any Assistant Trust Officers, which includes the Director of the Office of Trust Funds)
•Otherwise oversee and monitor all other aspects of the management and administration of UW Trust Funds which have been delegated to others
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.