| Overall Rating | Silver |
|---|---|
| Overall Score | 56.35 |
| Liaison | Amy Kadrie |
| Submission Date | Dec. 15, 2021 |
University of Rochester
PA-9: Committee on Investor Responsibility
| Status | Score | Responsible Party |
|---|---|---|
|
2.00 / 2.00 |
Amy
Kadrie Recycling Coordinator Facilities |
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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:
Mission
The University has established an Ethical Investment Advisory Committee consisting of faculty, undergraduate and graduate students and staff members, whose purpose is to identify areas of potential concern and investigate the consonance of the University’s investment policies and values. Where appropriate, it will make recommendations to the Investment Committee of the Board of Trustees regarding particular investments, communications and proxy votes.
The University has established an Ethical Investment Advisory Committee consisting of faculty, undergraduate and graduate students and staff members, whose purpose is to identify areas of potential concern and investigate the consonance of the University’s investment policies and values. Where appropriate, it will make recommendations to the Investment Committee of the Board of Trustees regarding particular investments, communications and proxy votes.
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:
Dan Apfel, Alumnus, Class of 2005
Karen Berger, Associate Professor of Instruction, Earth & Environmental Sciences
Lauren Caruso, Associate Director, Rochester Center for Community Engagement
Jake Conway, Investment Officer (Ex officio)
Katherine Gregory, Graduate student
Randall Curren, Professor and Chair, Department of Philosophy
Isabel Murphy, Undergraduate student, Class of 2022
Douglas Phillips, Senior Vice President and Chief Investment Officer (Ex officio)
Henry Scharfe, Alumnus, Class of 2019
Randall Stone, Professor, Department of Political Science (Chair)
Karen Berger, Associate Professor of Instruction, Earth & Environmental Sciences
Lauren Caruso, Associate Director, Rochester Center for Community Engagement
Jake Conway, Investment Officer (Ex officio)
Katherine Gregory, Graduate student
Randall Curren, Professor and Chair, Department of Philosophy
Isabel Murphy, Undergraduate student, Class of 2022
Douglas Phillips, Senior Vice President and Chief Investment Officer (Ex officio)
Henry Scharfe, Alumnus, Class of 2019
Randall Stone, Professor, Department of Political Science (Chair)
None
Examples of CIR actions during the previous three years:
May 2019: Recommended that the University join the Climate Action 100+, a coalition of over 370 investors with more than $35 trillion in assets under management that are engaging companies on improving governance, curbing emissions, and strengthening climate-related financial disclosures. The recommendation was approved and the University joined the Climate Action 100+ in January 2020, becoming the 6th university to do so.
Optional Fields
Additional documentation to support the submission:
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Data source(s) and notes about the submission:
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