| Overall Rating | Silver - expired |
|---|---|
| Overall Score | 51.41 |
| Liaison | Tracey Coronado |
| Submission Date | April 1, 2015 |
| Executive Letter | Download |
Missouri State University
PA-14: Sustainable Investment
| Status | Score | Responsible Party |
|---|---|---|
|
0.76 / 4.00 |
Doug
Neidigh Sustainability Coordinator Environmental Management |
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) | 73,500 US/Canadian $ |
| Businesses selected for exemplary sustainability performance (e.g. using criteria specified in a sustainable investment policy) | 955,500 US/Canadian $ |
| Sustainability investment funds (e.g. a renewable energy or impact investment fund) | --- |
| Community development financial institutions (CDFIs) or the equivalent | --- |
| Socially responsible mutual funds with positive screens (or the equivalent) | --- |
| Green revolving loan funds that are funded from the endowment | --- |
A brief description of the companies, funds, and/or institutions referenced above:
The Foundation utilizes a consultant who works with investment advisors and recommends funds for investment. Many funds are unable to provide the screening requested by these categories or only $ amounts by the categories.
Does the institution have a publicly available sustainable investment policy?:
A copy of the sustainable investment policy:
The sustainable investment policy:
As fiduciaries, the Finance Committee has the responsibility to ensure the Foundation’s assets are invested to meet the long-term investment objectives of the Foundation. In carrying out that responsibility, the committee is charged with not only meeting the long-term return objective of the Foundation but also maintaining an acceptable level of risk. An important component in reducing the overall risk of the portfolio is diversification. The committee is aware of the potential for factors such as environmental sustainability associated with investments the committee may consider for inclusion in the portfolio that cannot be quantified through the risk/return framework. As part of the due diligence review the committee includes these factors in the investment decision making process.
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:
The finance and executive committees have requested the consultant to identify and evaluate potential sustainable investment opportunities and to present such opportunities that meet the Investment Policy criteria.
Does the institution's sustainable investment policy include 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:
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 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:
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.