Overall Rating Silver - expired
Overall Score 55.55
Liaison Wendy Harness
Submission Date Jan. 31, 2011
Executive Letter Download

STARS v1.0

Delta College
PAE-16: Committee on Socially Responsible Investment

Status Score Responsible Party
Complete 2.00 / 2.00 Sarah DuFresne
VP of Business & Finance
Finance
"---" indicates that no data was submitted for this field

Does the institution have a committee on investor responsibility or similar body that meets the criteria for this credit?:
Yes

The charter or mission statement of the CIR or other body or a brief description of how the CIR is tasked to address social and environmental concerns :

The purpose of the investment policy is to state the policies, guidelines and objectives of the Delta College Endowment Fund (The Fund). The mission of the fund is to provide resources to fund student scholarships and programs at Delta College. This policy is intended to provide a clear understanding of the objectives of The Fund, the responsibilities accepted by and authority granted to the Investment Manager, and to create an effective working relationship with The Fund’s Investment Manager, the Investment Advisory Committee, and the Delta College Board of Trustees. It is the intent that this policy establish a philosophy which will guide The Fund toward the performance desired; that it be sufficiently specific to be meaningful and also flexible enough to be practical.


Members of the CIR, including affiliations:

Mr. Dan Engelhardt, Chair
Registered Investment Advisor
Assured Financial Advisor

Mr. Pavel Konecny, CFA
Senior Vice President, Senior Investment Officer
Chemical Bank

Mr. Richard Schell
Consultant

Mr. Andy Spence
Senior Vice President & Financial Advisor
Raymond James & Associates Inc. (Retired)

Mr. Timothy P. Clark
Founder, Chief Operating Officer
Tri-Star Trust Bank

Mr. Jeff Yantz
Financial Advisor, AAMS
Edward Jones Investments

Mrs. Karen L. Lawrence-Webster, C.P.A.
Divisional Vice President & Financial Advisor
AXA Advisors

Ms. Debra K. Lutz, C.P.A.
Vice President of Business & Finance
Delta College Representative

Mr. Dave Mikolajczak, C.P.A.
Director of Tax Practice
Andrews Hooper & Pavlik P.L.C.


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