| Overall Rating | Gold - expired |
|---|---|
| Overall Score | 70.78 |
| Liaison | Amber Saxton |
| Submission Date | Sept. 1, 2017 |
| Executive Letter | Download |
George Mason University
PA-9: Sustainable Investment
| Status | Score | Responsible Party |
|---|---|---|
|
0.07 / 4.00 |
Mary
Liang Sustainability Analyst Sustainability |
Does the institution wish to pursue Option 1 (positive sustainability investment)?:
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) | 0 US/Canadian $ |
| Businesses selected for exemplary sustainability performance (e.g. using criteria specified in a sustainable investment policy) | 887,378 US/Canadian $ |
| Sustainability investment funds (e.g. a renewable energy or impact investment fund) | 817,759 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:
GMU holds a number of securities that have a high environmental rating as evidence by a Dow Jones Sustainability rating of gold including companies such as AbbVie Inc. and Hewlett Packard.
GMU has funds in three sustainable investment funds, including a global clean energy fund as well as two clean water funds. The Global Clean Energy fund invests in companies that focus on greener and generally renewable sources of energy as well as technologies facilitating cleaner energy. The Water Resources fund and the Global Water fund invest in companies that create products designed to conserve and purify water for homes, businesses, and industries.
Percentage of the institution's investment pool in positive sustainability investments:
Does the institution wish to pursue Option 2 (investor engagement)?:
Does the institution have a publicly available sustainable investment policy?:
A copy of the sustainable investment policy:
The sustainable investment policy:
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:
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:
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:
Does the institution have a publicly available investment policy with negative screens?:
A brief description of the negative screens and how they have been implemented:
Approximate percentage of the endowment that the negative screens apply to:
Does the institution engage in policy advocacy by participating in investor networks and/or engage in inter-organizational collaborations to share best practices?:
A brief description of the investor networks and/or collaborations:
The website URL where information about the programs or initiatives is available:
Additional documentation to support the submission:
Data source(s) and notes about the submission:
This information is for FY16.
This information is for FY16.
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.