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Humboldt State University Foundation (HSUF)

PRI reporting framework 2018

You are in Strategy and Governance » Investment policy

Investment policy

SG 01. RI policy and coverage

New selection options have been added to this indicator. Please review your prefilled responses carefully.

01.1. Indicate if you have an investment policy that covers your responsible investment approach.

01.2. Indicate the components/types and coverage of your policy.

Select all that apply

Policy components/types

Coverage by AUM

01.3. Indicate if the investment policy covers any of the following

01.4. Describe your organisation’s investment principles and overall investment strategy, and how they consider ESG factors and real economy impact.

The policy establishes appropriate risk and return objectives in light of the Foundation’s risk tolerance and investment time horizon. Asset allocation guidelines and suitable investments are outlined to meet the absolute and relative return objectives.

The policy defines Socially or Environmentally Concerning Sectors as energy, utilities, aerospace/defense, alcohol, tobacco, gaming and casino industries. The Foundation will abstain from direct investment in Concerning Sectors and will monitor and report on the value of indirect investments in Concerning Sectors, while making reasonable attempts to reduce the size of these indirect investments.

The policy defines Socially or Environmentally Responsible organizations, projects or assets as environmentally friendly and/or improve the health and well-being of the Foundation's community members. The Foundation will actively seek investment opportunities in Socially or Environmentally Responsible organizations, projects, or assets.

 

01.5. Provide a brief description of the key elements, any variations or exceptions to your investment policy that covers your responsible investment approach. [Optional]


SG 02. Publicly available RI policy or guidance documents

New selection options have been added to this indicator. Please review your prefilled responses carefully.

02.1. Indicate which of your investment policy documents (if any) are publicly available. Provide a URL and an attachment of the document.

URL/Attachment

02.2. Indicate if any of your investment policy components are publicly available. Provide URL and an attachment of the document.

02.3. Indicate if your organisation’s investment principles, and overall investment strategy is publicly available

02.4. Additional information [Optional].


SG 03. Conflicts of interest

03.1. Indicate if your organisation has a policy on managing potential conflicts of interest in the investment process.

03.2. Describe your policy on managing potential conflicts of interest in the investment process.

All investment personnel shall refrain from personal business activity which could create a conflict with proper execution of the investment program, or which could impair the ability to execute impartial investment decisions.  All investment personnel shall disclose to the Executive Director any material financial interests in financial institutions which conduct business within the jurisdiction and shall disclose any material financial investment positions which could be related in a conflicting manner to the performance of the Foundation’s investment portfolio.  The Executive Director shall report in writing to the Chairperson of the Board any issues, which could reflect any conflict in the performance of the Foundation’s investments.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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