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Sierra Club Foundation

PRI reporting framework 2020

You are in Strategy and Governance » Investment policy


SG 01. RI policy and coverage


01.1. 責任投資アプローチをカバーする投資ポリシーを策定しているかどうかを明示してください。

01.2. ポリシーの構成要素/種類と対象範囲を示してください。


01.3. 投資ポリシーが以下のどの項目をカバーしているか明示して下さい:

01.4. 組織の投資原則および全体の投資戦略、受託者義務(または同等のもの)の解釈、ならびに、ESGファクターおよび実体経済の影響をどのように考慮に入れているかについて説明してください。

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. 責任投資アプローチをカバーする組織の投資ポリシーの重要な構成要素、バリエーション、例外事項を簡潔に説明してください。[任意]

01.6. 補足情報 [任意]


SG 01 CC. Climate risk (Private)

SG 02. Publicly available RI policy or guidance documents


02.1. 一般に入手できる組織の投資ポリシー文書を記載してください。その文書のURLを記入し、該当文書を添付してください。

02.2. 一般に入手できる組織の投資ポリシー文書を記載してください。その文書のURLを記入し、該当文書を添付してください。

02.3. 補足情報 [任意]

To be provided by TSCF staff

SG 03. Conflicts of interest

03.1. 組織として、投資プロセスにおける潜在的な利益相反を管理するポリシーを策定しているかどうかについて明示して下さい。

03.2. 投資プロセスにおける潜在的な利益相反を管理するポリシーについて説明してください。

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. 補足情報 [任意]

SG 04. Identifying incidents occurring within portfolios (Private)