Overall Rating Gold - expired
Overall Score 70.59
Liaison Daryl Pierson
Submission Date June 27, 2017
Executive Letter Download

STARS v2.1

Portland State University
PA-8: Committee on Investor Responsibility

Status Score Responsible Party
Complete 0.00 / 2.00 Amanda Wolf
Program + Assessment Coordinator
Campus Sustainability Office
"---" indicates that no data was submitted for this field

Does the institution have a formally established and active committee on investor responsibility (CIR) that makes recommendations to fund decision-makers on socially and environmentally responsible investment opportunities across asset classes?:
Yes

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

The Portland State University Foundation is dedicated to incorporating Environmental, Social, and Governance (ESG) criteria in its investment goals as a means to support Portland State University's Mission and Values, which includes Community and Civic Engagement leading to a sustainable future. The Foundation will include ESG criteria as one criterion, along with other investment factors, in our investment process.


Does the CIR include staff representation?:
No

Does the CIR include faculty representation?:
No

Does the CIR include student representation?:
No

Members of the CIR, including affiliations and role (e.g. student, faculty, staff, alumni):

Chair
• Jared Holum (trustee)
Members
• Mark Miller (trustee)
• Tammy Neitzke (trustee, alumna)
• Mark Rosenbaum (trustee)
• David Anderson (trustee)
• Linda Williams (trustee)
External Members
• Scott Hibbs (former student)
• Greg Meyer (alumnus)
• Wayne Pierson (friend)
Foundation Staff
• Bill Boldt
• Lisa Arth
• Stacey Henriquez
• Meg Evans


Examples of CIR actions during the previous three years:

•Review of draft ESG Statement
•Adoption of ESG Statement
•Participated in Intentionally Designed Endowment Forum


The website URL where information about the programs or initiatives is available:
Additional documentation to support the submission:
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Data source(s) and notes about the submission:

The PSU Foundation Investment Committee supports whole heartedly the sustainability program and efforts at PSU. The Investment Committee and PSUF Board approved an ESG Policy. The Investment Committee and PSUF Board participated in Intentionally Designed Endowment Forum and participated in the Commonfund/NACUBO socially responsible investing survey.


The PSU Foundation Investment Committee supports whole heartedly the sustainability program and efforts at PSU. The Investment Committee and PSUF Board approved an ESG Policy. The Investment Committee and PSUF Board participated in Intentionally Designed Endowment Forum and participated in the Commonfund/NACUBO socially responsible investing survey.

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