Overall Rating | Silver - expired |
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Overall Score | 55.23 |
Liaison | Anne Duncan |
Submission Date | March 5, 2014 |
Executive Letter | Download |
Wartburg College
PAE-T2-7: Student-Managed Sustainable Investment Fund
Status | Score | Responsible Party |
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0.25 / 0.25 |
Scott
Fullwiler Associate Professor of Economics Buisness |
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indicates that no data was submitted for this field
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
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.
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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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 or simply email your inquiry to stars@aashe.org.