Overall Rating Gold - expired
Overall Score 76.21
Liaison Lindsey Kalkbrenner
Submission Date May 5, 2017
Executive Letter Download

STARS v2.1

Santa Clara University
PA-8: Committee on Investor Responsibility

Status Score Responsible Party
Complete 0.50 / 2.00 Stephen Sih-Choi
Investment Analyst
Finance & Administration
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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 SRI Subcommittee of the Investment Committee will be consulted when SRI issues arise, or when questions about portfolio holdings are raised by third parties within the University.


Does the CIR include staff representation?:
Yes

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):

The SRI Subcommittee consists of five staff members: three members of the Investment Committee, the Chief Investment Officer, and the Vice President for Finance and Administration.


Examples of CIR actions during the previous three years:

From January 2014 through June 2015, members of the Investment Office, Vice President for Finance and Administration and/or the Investment Committee, had 8 meetings with representatives from the student organization, Fossil Free SCU, to hear their concerns and better understand their petition for the University to divest of fossil fuel stocks.


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