| Overall Rating | Silver |
|---|---|
| Overall Score | 56.94 |
| Liaison | Scott Morgan |
| Submission Date | Dec. 21, 2023 |
Evergreen State College, The
PA-9: Committee on Investor Responsibility
| Status | Score | Responsible Party |
|---|---|---|
|
2.00 / 2.00 |
Shaina
Thompson Graduate Sustainability Fellow Office of Sustainability |
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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:
Purpose/Rationale: to ensure responsible management of investments and other funds to maximize financial return based upon an appropriate level of risk, and consistent with the college’s socially responsible investing values.
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:
Staff representatives include the Vice President for Finance and Administration, the Vice President for College Advancement, the Executive Director of Operational Planning and Budget, the Director of Business Services, and the Accounting Manager, along with two faculty and two students recruited specifically during years when SRI criteria are reviewed and/or revised.
Since the definition of socially responsible investing changes rapidly, the college’s set of socially responsible criteria shall be reviewed and updated every three years by an expanded committee with membership including at least two faculty and two students in addition to the membership of the standing committee. In the process of reviewing and updating the statement, public input will be considered from all campus constituents.
Since the definition of socially responsible investing changes rapidly, the college’s set of socially responsible criteria shall be reviewed and updated every three years by an expanded committee with membership including at least two faculty and two students in addition to the membership of the standing committee. In the process of reviewing and updating the statement, public input will be considered from all campus constituents.
None
Examples of CIR actions during the previous three years:
Review policy to define investment objectives, allowable investments, and asset allocation.
Evaluate investments based on the college’s commitment to socially responsible investing;
Monitor investment performance.
At least quarterly, review the portfolio investments and their performance, and overall adherence to the investment policy, including social responsibility. The committee produces an annual report of the state of the college investments including socially responsible investments.
Evaluate investments based on the college’s commitment to socially responsible investing;
Monitor investment performance.
At least quarterly, review the portfolio investments and their performance, and overall adherence to the investment policy, including social responsibility. The committee produces an annual report of the state of the college investments including socially responsible investments.
Optional Fields
Additional documentation to support the submission:
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Data source(s) and notes about the submission:
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