University of Wisconsin-Stevens Point
PAE-T2-8: Sustainable Investment Policy

Investments and the Environment: Cognizant of the University of Wisconsin System, state, and federal commitments to environmental protection and pollution control standards, the Regent Business and Finance Committee, in discharging Its responsibility for managing the System's trust fund investments, does so with the expectation that the companies in which it invests will evidence a similar commitment in their respective activities. The System Trust Officer, on behalf of the Committee, shall inform companies in which the System has or subsequently makes investments of this expectation. Investment and Social Responsibility: The purpose of this policy is to communicate how the Board will enhance its awareness of social concerns and corporate policies and practices, and how individuals can communicate related concerns to the Board.

Subsequent to the changes in the membership of the Business and Finance Committee at the 2003 annual public investment forum, and several public requests for the Committee to take investment actions for various social rather than purely economic reasons (including a significant petitioning effort by the Burma Refugee Relief Coalition at UW-Milwaukee), the Committee asked that Trust Funds staff provide a review of current policies, including whether and how these policies are being applied, and a review of what peer universities are doing in the area of "socially responsible investing." RELATED REGENT POLICIES Regent Policy 74-3(a): Investments and the Environment Regent Policy 78-1: Investment of Trust Funds Regent Policy 78-2: Interpretation of Policy 78-1 Relating to Divestiture Regent Policy 91-11: Investment Objectives and Guidelines Regent Policy 92-4: Procedures and Guidelines for Voting Proxies Regent Policy 97-1: Investment and Social Responsibility