Overall Rating Gold - expired
Overall Score 68.52
Liaison Geory Kurtzhals
Submission Date Oct. 15, 2014
Executive Letter Download

STARS v1.2

University of Notre Dame
PAE-T2-7: Student-Managed Sustainable Investment Fund

Status Score Responsible Party
Complete 0.25 / 0.25 Geory Kurtzhals
Sr. Director
Office of Sustainability
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Does the institution have a student-managed sustainable investment fund through which students are able to develop socially and/or environmentally responsible investment skills and experience with governance?:
Yes

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A brief description of the student-managed sustainable investment fund:
The Applied Investment Management course within the Finance Department blends traditional academic objectives with the practical experience of hands-on investment management. Each class inherits the portfolio handed over by the previous class, together with a set of working policies and guidelines. Subject to University restrictions that apply to all equity managers of endowment funds, the new class will review and amend the portfolio decisions and report to an advisory board.

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The website URL where information about the fund is available:
Data source(s) and notes about the submission:
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