| Overall Rating | Gold |
|---|---|
| Overall Score | 72.32 |
| Liaison | Merry Rankin |
| Submission Date | Aug. 29, 2022 |
Iowa State University
PA-9: Committee on Investor Responsibility
| Status | Score | Responsible Party |
|---|---|---|
|
0.50 / 2.00 |
Michael
Wahlin Asst Vp/Controller ISU Foundation |
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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:
Factors generally considered when selecting and evaluating investment managers include (but are not limited to) depth and experience of team; organizational stability; assets under management; performance record; risk controls; environmental, social and governance practices; fees; liquidity; and transparency.
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:
o Ten voting donor/alumni volunteers
o Four non-voting foundation staff members
o One non-voting university non-academic staff member
o Four non-voting foundation staff members
o One non-voting university non-academic staff member
None
Examples of CIR actions during the previous three years:
ESG (environmental, social, governance) information for each investment manager recommendation is provided and discussed with the foundation’s investment committee. As an example, the following is information in conjunction with a recent manager recommendation: “The firm has an official ESG policy and has hired a dedicated ESG person. They do not invest in companies whose primary businesses involve weapons, nuclear technology, defense, tobacco or alcohol.”
Optional Fields
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Additional documentation to support the submission:
Data source(s) and notes about the submission:
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