Wake Forest University
PA-13: Committee on Investor Responsibility

Institution has a formally established and active committee on investor responsibility (CIR) or similar body that makes recommendations to fund decision-makers on socially and environmentally responsible investment opportunities across asset classes, including proxy voting. The body has multi-stakeholder representation, which means its membership includes faculty, staff, and students and may include alumni, trustees, and/or other parties. 

Institutions for which investments are handled by the university system and/or a separate foundation of the institution should report on the investment policies and activities of those entities. 

A general committee that oversees the institution’s investments does not count for this credit unless social and environmental responsibility is an explicit part of its mission and/or agenda.

This credit applies to institutions with endowments of US $1 million or larger. Institutions with endowments totaling less than US $1 million may choose to omit this credit. 

Institutions earn 2 points for having a CIR or similar body that has multi-stakeholder representation and otherwise meets the criteria outlined above. Partial points are not available for this credit. 

Timeframe

Report on current committee composition and practices. 

Sampling and Data Standards

Not applicable