Overall Rating Gold - expired
Overall Score 68.18
Liaison Ezra Small
Submission Date Feb. 5, 2015
Executive Letter Download

STARS v2.0

University of Massachusetts Amherst
PA-13: Committee on Investor Responsibility

Status Score Responsible Party
Complete 2.00 / 2.00 Ezra Small
Sustainability Manager
Physical Plant
"---" indicates that no data was submitted for this field

Does the institution have a formally established and active committee on investor responsibility (CIR) or similar body that has multi-stakeholder representation (i.e. includes faculty, staff, and students) and otherwise meets the criteria for this credit?:
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 UMass Foundation officially announced at the annual meeting of the UMass Foundation Board of Directors on December 8, 2014, the formation of the Socially Responsible Investing Advisory Committee.


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

The Socially Responsible Investing Advisory Committee consists of the following members:

David Basile, Senior Vice President/Wealth Management for Janney Montgomery Scott and a 1976 graduate of UMass Lowell (then Lowell Technological Institute) with a B.S. in Business Administration.
Stephen Dunne, Managing Director of the Private Banking North America business in Credit Suisse Securities (USA), a member of the UMass Foundation, a former U.S. Army officer, and a 1989 graduate of UMass Amherst with a B.S., in Mechanical Engineering.
Christine Wilda, Senior Vice President and Treasurer in the UMass President’s office, who holds both a Bachelor of Arts degree in Accounting and a Master’s in Business Administration from UMass Amherst’s Isenberg School of Management.
John Kennedy, Vice Chancellor for University Relations at UMass Amherst, a former producer at ABC News, and a 1986 graduate of UMass Amherst.
Stephen White, professor of Marketing and International Business at UMass Dartmouth’s Charlton College of Business, who holds a Doctorate in Business Administration and a Master’s in Business Administration from Cleveland State University and Master’s and Bachelor’s degrees from Bowling Green State University.
Sharon Cantor, an associate professor in UMass Medical School’s Department of Cancer Biology, who holds an undergraduate degree from the University of Michigan and a Doctorate in Biochemistry from Tufts University.
Sarah Freudson, a senior at UMass Amherst majoring in Legal Studies and Women, Gender, and Sexuality Studies.
Nolan O’Brien, a junior at UMass Boston majoring in Political Science and Government.


Examples of CIR actions during the previous three years:

Unknown...
The committee has only met once or twice and there is currently no public information (agendas or meeting minutes available on the UMass Foundation website.


The website URL where information about the CIR is available:
Data source(s) and notes about the submission:
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