| Overall Rating | Silver - expired |
|---|---|
| Overall Score | 46.81 |
| Liaison | Stephanie Del Rosario |
| Submission Date | Sept. 11, 2015 |
| Executive Letter | Download |
California State University, Fullerton
PA-14: Sustainable Investment
| Status | Score | Responsible Party |
|---|---|---|
|
0.00 / 4.00 |
Tara
Garcia Executive Director, Advancement Operations University Advancement |
Total value of the investment pool:
Value of holdings in each of the following categories::
| Value of Holdings | |
| Sustainable industries (e.g. renewable energy or sustainable forestry) | --- |
| Businesses selected for exemplary sustainability performance (e.g. using criteria specified in a sustainable investment policy) | --- |
| Sustainability investment funds (e.g. a renewable energy or impact investment fund) | 0 US/Canadian $ |
| Community development financial institutions (CDFIs) or the equivalent | 0 US/Canadian $ |
| Socially responsible mutual funds with positive screens (or the equivalent) | 0 US/Canadian $ |
| Green revolving loan funds that are funded from the endowment | 0 US/Canadian $ |
A brief description of the companies, funds, and/or institutions referenced above:
The Foundation's investments managers view the following as having positive ESG characteristics,which have been included in the Foundation's portfolio:
-ABBOTT LABORATORIES CMN (ABT), good sustainability performance
-BLACKROCK, INC. CMN (BLK), sustainability themed ESG funds
-BRISTOL-MYERS SQUIBB COMPANY CMN (BMY), Good sustainability performance
-CISCO SYSTEMS, INC. CMN (CSCO), Solutions provider for smart cities/connectivity
-COCA-COLA COMPANY (THE) CMN (KO), strong water management practices
-ELI LILLY & CO CMN (LLY), Good sustainability performance
-EMERSON ELECTRIC CO. CMN (EMR), Climate Technology offerings
-GENERAL ELECTRIC CO CMN (GE), Clean Energy, Health Care innovator
-INTEL CORPORATION CMN (INTC), Energy reduction technologies, climate prediction tools
-J.M. SMUCKER CO. CMN (SJM), Business decisions incorporate long-term sustainability, including quality products and nutrition; see value in helping bring families together for dinner
-JOHNSON & JOHNSON CMN (JNJ), health care provider
-LOWES COMPANIES INC CMN (LOW), Some energy efficient product offerings
-MAXIM INTEGRATED PRODUCTS INC CMN (MXIM), Energy-measurement; leader in power-management and battery-charging solutions
-MERCK & CO., INC. CMN (MRK), Good sustainability performance
-MICROSOFT CORPORATION CMN (MSFT), Addresses security, privacy and children, safety on the internet
-NEXTERA ENERGY, INC. CMN (NEE), Solar
-NOVARTIS AG-ADR SPONSORED ADR CMN (NVS), Good sustainability performance
-PEPSICO INC CMN (PEP), strong water management practices
-PFIZER INC. CMN (PFE), Good sustainability performance
-PROCTER & GAMBLE COMPANY (THE) CMN (PG), Health, hygiene, with attention to its own footprint
-QUALCOMM INC CMN (QCOM), Energy reduction technologies
-THE HOME DEPOT, INC. CMN (HD), Some energy efficient product offerings
-VERIZON COMMUNICATIONS INC. CMN (VZ), Connectivity, exploring how to use the power of technology innovation to make them a more sustainable company and tackle the challenge of creating a greener society in new, more effective ways
Does the institution have a publicly available sustainable investment policy?:
A copy of the sustainable investment policy:
The sustainable investment policy:
N/A
Does the institution use its sustainable investment policy to select and guide investment managers?:
A brief description of how the policy is applied, including recent examples:
N/A
Does the institution's sustainable investment policy include negative screens?:
A brief description of the negative screens and how they have been implemented:
N/A
Approximate percentage of the endowment that the negative screens apply to:
Has the institution engaged in proxy voting, either by its CIR or other committee or through the use of guidelines, to promote sustainability during the previous three years?:
A copy of the proxy voting guidelines or proxy record:
A brief description of how managers are adhering to proxy voting guidelines:
N/A
Has the institution filed or co-filed one or more shareholder resolutions that address sustainability or submitted one or more letters about social or environmental responsibility to a company in which it holds investments during the previous three years?:
Examples of how the institution has engaged with corporations in its portfolio about sustainability issues during the previous three years:
N/A
Does the institution engage in policy advocacy by participating in investor networks and/or engaging in inter-organizational collaborations to share best practices?:
A brief description of the investor networks and/or collaborations:
N/A
The website URL where information about the institution's sustainable investment efforts is available:
Data source(s) and notes about the submission:
The information presented here is self-reported. While AASHE staff review portions of all STARS reports and institutions are welcome to seek additional forms of review, the data in STARS reports are not verified by AASHE. If you believe any of this information is erroneous or inconsistent with credit criteria, please review the process for inquiring about the information reported by an institution or simply email your inquiry to stars@aashe.org.