Overall Rating Silver - expired
Overall Score 55.23
Liaison Anne Duncan
Submission Date March 5, 2014
Executive Letter Download

STARS v1.2

Wartburg College
PAE-T2-7: Student-Managed Sustainable Investment Fund

Status Score Responsible Party
Complete 0.25 / 0.25 Scott Fullwiler
Associate Professor of Economics
Buisness
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Does the institution have a student-managed sustainable investment fund through which students are able to develop socially and/or environmentally responsible investment skills and experience with governance?:
Yes

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A brief description of the student-managed sustainable investment fund:
Wartburg College has a student investment fund managed by students in our BA338 Portfolio Management course. The students use R.Paul Herman's HIP Investor framework to analyze the funds' securities. The HIP Investor framework involves evaluating companies based on (1) several indicators related to social impact and environmental sustainability practices, (2) how well these practices are integrated into all levels of management, and (3) how or if the company integrates these practices into its financial reporting.

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The website URL where information about the fund is available:
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Data source(s) and notes about the submission:
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