| Overall Rating | Silver |
|---|---|
| Overall Score | 61.63 |
| Liaison | Leslie North |
| Submission Date | March 1, 2024 |
Western Kentucky University
PA-9: Committee on Investor Responsibility
| Status | Score | Responsible Party |
|---|---|---|
|
0.50 / 2.00 |
Leslie
North Director of Sustainability Geography and Geology |
"---"
indicates that no data was submitted for this field
Does the institution have a formally established and active committee on investor responsibility (CIR) or equivalent body?:
Yes
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 Foundation considers environmental, social, and governance (ESG) issues to be among the considerations that may influence investment returns over time. ESG integration should be incorporated into the investment analysis to provide a more complete assessment of the risks associated with each investment decision. The Foundation will make efforts where possible to consider future investments in the portfolio that are consistent with the culture and mission of the Foundation.
Does the CIR include academic staff representation?:
No
Does the CIR include non-academic staff representation?:
Yes
Does the CIR include student representation?:
No
Members of the CIR, including affiliations and role:
Investment Committee. The committee is acting in a fiduciary capacity with respect to the overall portfolio, and is accountable to the Board of Directors and to the Executive Committee, for overseeing the investment of all assets owned by, or held in trust for, the Foundation.
None
Examples of CIR actions during the previous three years:
Change in the composite benchmark to update the types of investments in our portfolio.
Optional Fields
Additional documentation to support the submission:
Data source(s) and notes about the submission:
Cynthia Wilkerson, WKU Foundation
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