Overall Rating Gold - expired
Overall Score 67.68
Liaison John Gardner
Submission Date May 31, 2016
Executive Letter Download

STARS v2.0

University of Wisconsin-Milwaukee
PA-13: Committee on Investor Responsibility

Status Score Responsible Party
Complete 0.00 / 2.00 Kate Nelson
Chief Sustainability Officer
Office of Sustainability
"---" indicates that no data was submitted for this field

Does the institution have a formally established and active committee on investor responsibility (CIR) or similar body that has multi-stakeholder representation (i.e. includes faculty, staff, and students) and otherwise meets the criteria for this credit?:

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.”

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

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.

Business and Finance Committee:
Janice Mueller (Chair)
Charles Pruitt (Vice Chair)
Mark Bradley
José Delgado
Michael Grebe
Eve Hall
Nicolas Harsy
José Vásquez

Examples of CIR actions during the previous three years:

The website URL where information about the CIR is available:

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

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