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Sierra Club Foundation

PRI reporting framework 2020

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, interpretation of fiduciary (or equivalent) duties,and how they consider ESG factors and real economy impact.

The Foundation believes: 

  • All humanity should benefit from clean air and water and access to the life changing impact of experiences in nature.
  • A diverse, inclusive environmental movement reflects and represents today’s American public.
  • Investing in young people today is critical to create the better world of tomorrow.
  • Financial capital can drive change and support innovations that create a truly sustainable and inclusive economy resulting in healthy communities with good paying jobs by aligning financial resources with strategic outcomes.
  • We can create a more sustainable and equitable world by strategically managing our financial assets to help accelerate a global transformation to a clean energy future for all.
  • Forging partnerships with asset managers, non-profits, foundations and businesses to advocate for the changes that will enable us to solve the climate crisis for all.

The Sierra Club Foundation's investment strategy is to achieve superior long-term performance in mission-aligned investments while moderating risk to maximize the resources available to meet the mission objectives of the Foundation and its donors.

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]

01.6. Additional information [Optional].


SG 01 CC. Climate risk (Private)

SG 02. Publicly available RI policy or guidance documents


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

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

02.3. Additional information [Optional].

To be provided by TSCF staff

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.

Endowment funds will be invested in accordance with the Foundation’s existing Investment Policy and Long-Term Guidelines. They will be invested in such a manner as to provide for both investment growth and annual payments in accordance with the principles set forth in the California Uniform Prudent Investor Act and the California Uniform Prudent Management of Institutional Funds Act.  All committee and/or Board members with a potential conflicts of interest must be disclosed.

03.3. Additional information. [Optional]

SG 04. Identifying incidents occurring within portfolios (Private)