Sustainable Investment

For details about this credit, including the criteria, reporting timeframe, applicability, scoring, and more, please review the full credit language:

Frequently Asked Questions

How much information is required to support the values reported as sustainable investments?

  • Part 1 – Response under “A brief description…” must reference each category of sustainable investment. Check for errors in how investments were classified. 
  • Part 2 – Descriptive responses must support affirmative responses.

Are there there other credits that ask for the same information?

Total value of the investment pool should be equal to or higher than what is reported under IC 2 for Endowment Size (endowment is a part of total investment pool).

Common Issues Identified During Review

  • A credit status of “Not Applicable” is only allowed if the institution does not have an endowment, or the institution’s endowment is less than US $1 million. 
  • Score outlier: Earning full points (or close to) may be the result of data entry errors or credit misinterpretation. If a high score is reported, please review closely for the issues listed below.
  • Numeric outlier: Part 1 – High amounts reported for value of sustainable holdings should be clarified in the descriptive field for “A brief description of the companies, funds, and/or institutions referenced above”. 
  • Data consistency: Total value of the investment pool should be equal to or higher than what is reported under IC 2 for Endowment Size (endowment is a part of total investment pool). 
  • Part 1 – Response under “A brief description…” must reference each category of sustainable investment. Check for errors in how investments are classified. 
  • Part 2 – Affirmative responses must be supported by information provided in descriptive fields.

Additional Resources

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