Overall Rating | Gold |
---|---|
Overall Score | 65.41 |
Liaison | Ian Johnson |
Submission Date | April 19, 2024 |
Colorado College
PA-10: Sustainable Investment
Status | Score | Responsible Party |
---|---|---|
0.03 / 4.00 |
Lori
Seager VP of Finance & CFO Finance & Administration |
Part 1. Positive sustainability investment
Value of holdings in each of the following categories:
Value of holdings | |
Sustainable industries (e.g., renewable energy or sustainable forestry) | 4,675,709 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) | 0 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 funds funded from the endowment | 0 US/Canadian $ |
If any of the above is greater than zero, provide:
Infineon – as the largest developer and manufacturer of power-regulating semiconductors, Infineon’s semiconductors will be critical in the trend towards electrification of transportation and increased wind and solar power generation. Wabtec – as the leading manufacturer of equipment for freight railroads, Wabtec is at the forefront of developing battery and alternative energy sources for locomotives
Percentage of the institution's investment pool in positive sustainability investments:
Part 2. Investor engagement
Sustainable investment policy
A brief description of how the sustainable investment policy is applied:
Proxy voting
Shareholder resolutions
Examples of how the institution has engaged with corporations in its portfolio about sustainability issues during the previous three years:
Divestment efforts and negative screens
A brief description of the divestment effort or negative screens and how they have been implemented:
Approximate percentage of endowment that the divestment effort and/or negative screens apply to:
Investor networks
Optional Fields
Additional documentation to support the submission:
Data source(s) and notes about the submission:
JW Bristol’s equity investment philosophy is built upon the recognition that companies with durable competitive advantages generally produce superior earnings growth, and that superior earnings growth leads to above-average returns to shareholders over time. Their investment horizon is long term – typically five to 10 years. As such, they believe that these companies are good stewards of investment capital and are qualified for purchase on these merits, but do not follow criteria specified in a sustainable investment policy.
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.