| Overall Rating | Platinum |
|---|---|
| Overall Score | 88.13 |
| Liaison | Tonie Miyamoto |
| Submission Date | Nov. 7, 2022 |
Colorado State University
PA-9: Committee on Investor Responsibility
| Status | Score | Responsible Party |
|---|---|---|
|
2.00 / 2.00 |
Tonie
Miyamoto Director of Communications and Sustainability Housing and Dining Services |
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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 Committee on Investor Responsibility for CSU Foundation encourages investment in sustainable industries and renewable energy initiatives in a prudent, fiducially responsible way that aligns with the objectives of the investment portfolio. At least annually the committee reviews their mission and charge and updates the Socially Responsible Investment Policy.
The CIR consists of students, members of the CSUF Board and staff, CSU faculty (CSU College of Business sponsoring faculty), CSU staff, alumni (CSUF Board and committee members who are alumni), CSU Governing Board members, and community members.
The CIR consists of students, members of the CSUF Board and staff, CSU faculty (CSU College of Business sponsoring faculty), CSU staff, alumni (CSUF Board and committee members who are alumni), CSU Governing Board members, and community members.
Does the CIR include academic staff representation?:
Yes
Does the CIR include non-academic staff representation?:
Yes
Does the CIR include student representation?:
Yes
Members of the CIR, including affiliations and role:
The Committee on Investor Responsibility consists of students, members of the CSUF Board and staff, CSU faculty (CSU College of Business sponsoring faculty), non-academic staff, alumni (CSUF Board and committee members who are alumni), CSU Governing Board members, and community members.
Board of Directors:
• James A. Martell, Chair
• Cherí O’Neill, Director
• Deb DeMuth, Director
• Mark Smith, Director
• Michelle Martinez Thomas, Director
• Scott Thisted, Director
• Ric Thomas, Director
• Morris Price, Director
• David Diehl, Director
Investment Committee:
• Luke Daniel, Chair
• Jim Detterick, Investment Committee Member
Ex-Officio Members:
• Joyce McConnell, President of CSU
• Kim Jordan, Board of Governors
• Kim Tobin, VP of University Advancement
• Lynn Johnson, VP of University Operations
NEPC:
• KC Connors, Partner
• Rick Ciccione, Senior Consultant
CSUF:
• Allen Padilla, CFO/Treasurer
• Terilyn Larson, Controller
• Jill Higham, General Counsel & Communications Strategist
• Sara Campbell, Director of Operations
• Abbie DeRosa, Administrative Assistant
Others:
• Adam Williams, CSU Summit Student Fund Representative
• Nidhi Bansal, CSU Summit Student Fund Representative
• Tait Dixson, CSU Summit Student Fund Representative
• Alix Bold, CSU Summit Student Fund Representative
• Chris Stein, CSU Faculty
• Tom Biedscheid, Assistant VP for Enrollment & Access
Board of Directors:
• James A. Martell, Chair
• Cherí O’Neill, Director
• Deb DeMuth, Director
• Mark Smith, Director
• Michelle Martinez Thomas, Director
• Scott Thisted, Director
• Ric Thomas, Director
• Morris Price, Director
• David Diehl, Director
Investment Committee:
• Luke Daniel, Chair
• Jim Detterick, Investment Committee Member
Ex-Officio Members:
• Joyce McConnell, President of CSU
• Kim Jordan, Board of Governors
• Kim Tobin, VP of University Advancement
• Lynn Johnson, VP of University Operations
NEPC:
• KC Connors, Partner
• Rick Ciccione, Senior Consultant
CSUF:
• Allen Padilla, CFO/Treasurer
• Terilyn Larson, Controller
• Jill Higham, General Counsel & Communications Strategist
• Sara Campbell, Director of Operations
• Abbie DeRosa, Administrative Assistant
Others:
• Adam Williams, CSU Summit Student Fund Representative
• Nidhi Bansal, CSU Summit Student Fund Representative
• Tait Dixson, CSU Summit Student Fund Representative
• Alix Bold, CSU Summit Student Fund Representative
• Chris Stein, CSU Faculty
• Tom Biedscheid, Assistant VP for Enrollment & Access
None
Examples of CIR actions during the previous three years:
In February 2022, the CSU Foundation updated the Socially Responsible Investing Policy at the annual CIR meeting. The CIR voted to approve the revision of the SRI to strengthen the language around ESG. The CSU Foundation regularly engages in discussions revolving around ESG screening and impact investing and annually sends out letters to all active investment managers within the portfolio, encouraging them to prioritize sustainable investments in their portfolios. Over the last three years, the Foundation has significantly improved the percentage of ESG investments in the portfolio.
The CIR also has a commitment to support student ESG priorities and enhance their learning by including students who run the Summit Fund, a student-run investment in the College of Business with a social/environmental lens, to be part of CIR and present their fund analysis at an annual meeting. At the February 2022 CIR meeting, the students presented on their fund performance.
The CIR also has a commitment to support student ESG priorities and enhance their learning by including students who run the Summit Fund, a student-run investment in the College of Business with a social/environmental lens, to be part of CIR and present their fund analysis at an annual meeting. At the February 2022 CIR meeting, the students presented on their fund performance.
Optional Fields
Additional documentation to support the submission:
Data source(s) and notes about the submission:
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