Overall Rating Silver - expired
Overall Score 50.85
Liaison Elissa Brown
Submission Date Feb. 8, 2017
Executive Letter Download

STARS v2.1

Whitman College
PA-9: Sustainable Investment

Status Score Responsible Party
4.00 / 4.00 Brandon Bishop
Campus Sustainability Coordinator
Physical Plant
"---" indicates that no data was submitted for this field

Does the institution wish to pursue Option 1 (positive sustainability investment)?:
Yes

Total value of the investment pool:
3,000,000 US/Canadian $

Value of holdings in each of the following categories:
Value of Holdings
Sustainable industries (e.g. renewable energy or sustainable forestry) 0 US/Canadian $
Businesses selected for exemplary sustainability performance (e.g. using criteria specified in a sustainable investment policy) 0 US/Canadian $
Sustainability investment funds (e.g. a renewable energy or impact investment fund) 3,000,000 US/Canadian $
Community development financial institutions (CDFIs) or the equivalent 0 US/Canadian $
Socially responsible mutual funds with positive screens (or the equivalent) 0 US/Canadian $
Green revolving loan funds that are funded from the endowment 0 US/Canadian $

A brief description of the companies, funds, and/or institutions referenced above:

The fund described above is controlled by the Board of Trustees and Treasurer in consultation with the investment committee. The fund targets investment areas that are focused on sustainability industry investment. The fund is authorized to increase to $10,000,000.


Percentage of the institution's investment pool in positive sustainability investments:
100

Does the institution wish to pursue Option 2 (investor engagement)?:
No

Does the institution have a publicly available sustainable investment policy?:
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A copy of the sustainable investment policy:
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The sustainable investment policy:

The College currently is on target to invest about 2% of the endowment into sustainable and environmentally focused businesses. Currently the fund invests around $3,000.000 in this fund. This is on track to increase to $10,000,000.


Does the institution use its sustainable investment policy to select and guide investment managers?:
Yes

A brief description of how the policy is applied, including recent examples:

The fund directly guides investment managers.


Has the institution engaged in proxy voting, either by its CIR or other committee or through the use of guidelines, to promote sustainability during the previous three years?:
No

A copy of the proxy voting guidelines or proxy record:
---

A brief description of how managers are adhering to proxy voting guidelines:
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Has the institution filed or co-filed one or more shareholder resolutions that address sustainability or submitted one or more letters about social or environmental responsibility to a company in which it holds investments during the previous three years?:
No

Examples of how the institution has engaged with corporations in its portfolio about sustainability issues during the previous three years:
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Does the institution have a publicly available investment policy with negative screens?:
Yes

A brief description of the negative screens and how they have been implemented:

Attached is a copy of the institutions divestment policy.


Approximate percentage of the endowment that the negative screens apply to:
1

Does the institution engage in policy advocacy by participating in investor networks and/or engage in inter-organizational collaborations to share best practices?:
No

A brief description of the investor networks and/or collaborations:

n/A


The website URL where information about the programs or initiatives is available:
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Additional documentation to support the submission:

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 and complete the Data Inquiry Form.