Overall Rating Gold
Overall Score 66.65
Liaison John Gardner
Submission Date Nov. 27, 2019
Executive Letter Download

STARS v2.1

University of Wisconsin-Milwaukee
PA-8: Committee on Investor Responsibility

Status Score Responsible Party
Complete 0.00 / 2.00 John Gardner
Sustainability Planning & Policy Analyst
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) that makes recommendations to fund decision-makers on socially and environmentally responsible investment opportunities across asset classes?:
No

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. In addition, Trust Funds seeks to provide exceptional products and services to our internal and external “customers,” primarily Trust Funds account-holders and donors. The Trust Funds products and services include investment vehicles, investment counseling, transaction processing, recordkeeping, and the dissemination of useful information and data.

Regarding the investment of entrusted funds, the Board of Regents transferred investment management responsibilities of UW System Trust Funds to the State of Wisconsin Investment Board (SWIB) effective April 1, 2018. SWIB’s core investment functions are to determine investment policies, asset allocations, and investment strategies and guidelines deemed appropriate for the Trust Funds. SWIB then implements these investment parameters through the selection of specific investment vehicles and managers.

Regarding administration, the Trust Funds Office works externally with donors and other related parties, and internally with the benefiting campuses and colleges, to facilitate the receipt and proper use (compliant with donor terms and conditions) of all gifts and bequests. Operationally, the Office is responsible for the deposit of funds, fund- and account-level transaction processing, maintenance of the donor account-level recordkeeping system and its reconciliation and integration with other accounting systems.


Does the CIR include staff representation?:
No

Does the CIR include faculty representation?:
No

Does the CIR include student representation?:
No

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

Regarding the investment of entrusted funds, the Board of Regents transferred investment management responsibilities of UW System Trust Funds to the State of Wisconsin Investment Board (SWIB) effective April 1, 2018. SWIB’s core investment functions are to determine investment policies, asset allocations, and investment strategies and guidelines deemed appropriate for the Trust Funds. SWIB then implements these investment parameters through the selection of specific investment vehicles and managers.

Regarding administration, the Trust Funds Office works externally with donors and other related parties, and internally with the benefiting campuses and colleges, to facilitate the receipt and proper use (compliant with donor terms and conditions) of all gifts and bequests. Operationally, the Office is responsible for the deposit of funds, fund- and account-level transaction processing, maintenance of the donor account-level recordkeeping system and its reconciliation and integration with other accounting systems.


Examples of CIR actions during the previous three years:
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The website URL where information about the programs or initiatives is available:
Additional documentation to support the submission:
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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 and complete the Data Inquiry Form.