| Overall Rating | Bronze - expired |
|---|---|
| Overall Score | 41.40 |
| Liaison | Jamey Pavey |
| Submission Date | May 24, 2013 |
| Executive Letter | Download |
Earlham College
PAE-18: Positive Sustainability Investments
| Status | Score | Responsible Party |
|---|---|---|
|
4.31 / 9.00 |
Phil
Morgan Director of Investments Business Office |
Total value of the investment pool:
Value of holdings in sustainable industries, such as renewable energy or sustainable forestry :
Value of holdings in businesses selected for exemplary sustainability performances:
Value of holdings in sustainability investment funds, such as a renewable energy investment fund:
Value of holdings in community development financial institutions (CDFIs):
Value of holdings in socially responsible mutual funds with positive screens:
A brief description of the companies, funds, and/or institutions referenced above:
We don’t have investments in mutual funds with positive screens, however, we have three public equity separate accounts (Earlham is the only investor, rather than a pooled fund) where positive screens are applied.
The total in these accounts is approximately $42,200,000 as of 6/30/12. I would argue that this should count, unless they are literal with the term mutual funds.
The investments listed include public stock holdings in forestry product firms and REITs that practice renewable forestry, waste management/recycling firms and manufacturers of wind and solar power generation products.
It also includes private equity and venture capital investments in solar engineering/construction firms, developers of utility scale solar and wind projects, recyclers of organic materials and clean-tech companies.
The website URL where information about the institution’s sustainability investment activities is available:
Data source(s) and notes about the submission:
Value of holdings in sustainable industries is approximate.
Value of holdings in sustainable industries is approximate.
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.