| Overall Rating | Silver |
|---|---|
| Overall Score | 46.29 |
| Liaison | Thomas Frazer |
| Submission Date | March 4, 2022 |
University of South Florida
PA-9: Committee on Investor Responsibility
| Status | Score | Responsible Party |
|---|---|---|
|
0.00 / 2.00 |
Thomas
Frazer Dean College of Marine Science |
"---"
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?:
No
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:
---
Does the CIR include academic staff representation?:
No
Does the CIR include non-academic staff representation?:
No
Does the CIR include student representation?:
No
Members of the CIR, including affiliations and role:
---
None
Examples of CIR actions during the previous three years:
---
Optional Fields
---
Additional documentation to support the submission:
---
Data source(s) and notes about the submission:
"The University Treasurer is responsible for managing the University's operating investment portfolio and for providing oversight for the investment portfolios of the University DSOs and CUs, pursuant to the USF Investment Policy."
https://www.usf.edu/business-finance/treasurer/investments/
https://usf.app.box.com/v/usfbotpolicy06-001
https://usf.app.box.com/v/usfbotpolicy06-002
"The USF Foundation Board is the fiduciary for endowments. The management of endowments is carried out by the Board's Investment Committee, which is responsible for such matters as asset allocation, investment manager selection and spending. The Investment Committee is supported by its investment consultant and Foundation investment staff."
https://foundation.usf.edu/download_file/force/437/209
Endowment Management and Governance
"Most of the assets within the endowment are pooled and invested in one managed endowment portfolio, over which the University has investment discretion. Decisions regarding investment policy, strategy, asset allocation targets, and changes in investments are made by members of the University’s Investment Committee, which is a standing committee of the Board of Trustees. There are 12 members of the Committee, made up of University Trustees, University administrators, alumni, and other investment professionals.
The Investment Committee meets on a quarterly basis each February, May, August, and November, and meets periodically between quarterly meetings to address immediate issues or investment opportunities. The Investment Committee has three subcommittees that review investment opportunities within certain sectors or strategies. These subcommittees then recommend new investments to the full committee for approval."
https://myusf.usfca.edu/finance-treasury/endowment-investment-management
https://www.usf.edu/business-finance/treasurer/investments/
https://usf.app.box.com/v/usfbotpolicy06-001
https://usf.app.box.com/v/usfbotpolicy06-002
"The USF Foundation Board is the fiduciary for endowments. The management of endowments is carried out by the Board's Investment Committee, which is responsible for such matters as asset allocation, investment manager selection and spending. The Investment Committee is supported by its investment consultant and Foundation investment staff."
https://foundation.usf.edu/download_file/force/437/209
Endowment Management and Governance
"Most of the assets within the endowment are pooled and invested in one managed endowment portfolio, over which the University has investment discretion. Decisions regarding investment policy, strategy, asset allocation targets, and changes in investments are made by members of the University’s Investment Committee, which is a standing committee of the Board of Trustees. There are 12 members of the Committee, made up of University Trustees, University administrators, alumni, and other investment professionals.
The Investment Committee meets on a quarterly basis each February, May, August, and November, and meets periodically between quarterly meetings to address immediate issues or investment opportunities. The Investment Committee has three subcommittees that review investment opportunities within certain sectors or strategies. These subcommittees then recommend new investments to the full committee for approval."
https://myusf.usfca.edu/finance-treasury/endowment-investment-management
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