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Investment Services

Step 1

Investment Services will send a copy of the relevant Statement of Investment Policies & Procedures (“SIP&P”) and Responsible Investing Policy to the External Investment Managers annually, or immediately after any revisions to these documents.

Investment Services will also send an ESG-related questionnaire to the External Investment Managers annually. Investment Services will review the responses and follow up as necessary.

External Investment Managers

Step 2

All External Investment Managers that manage assets on behalf of the University will report to Investment Services annually on their ESG activities. They will also provide detailed responses to the annual questionnaire.

Investment Services

Step 3

Investment Services will prepare consolidated reports annually for the Pension Committee and Investment Committee for discussion, including recommended actions, if any.

Investment Services

Step 4

Investment Services will promptly follow up on any action items stemming from the committee discussions.

Secretary, Pension Committee & Secretary, Investment Committee

Step 5

The Investment Committee and Pension Committee will each report annually to the Board on compliance with the Responsible Investing Policy within their areas of responsibility.