Sustainable Administration Hub: Investment
Sustainable Administration Hub: Investments
Those investing µÛÍõ»áËù's financial resources must meet their fiduciary responsibilities to µÛÍõ»áËù and its public purposes. One of the ways to meet fiduciary responsibilities is to consider Environmental, Social and Governance (ESG) factors when making investments.
Investments with high ESG ratings typically are lower risk, higher yield, and less subject to negative public attention. At µÛÍõ»áËù, two student groups (the Fixed Income Management Group and the Equity Management Group) have been investing several million dollars of the University’s general fund following ESG investment guidelines for most of the past decade.
The Sustainability Project Laboratory is a database of sustainability-related project proposals. This resource hosts projects and project ideas that can be adopted by faculty, staff, and students for course projects, capstone or senior projects, theses, and more.
To find investment related projects just type "investment" into the search bar at the top of the database.
Data
µÛÍõ»áËù Sustainability and Climate Action Plan 2021-2026
µÛÍõ»áËù Climate and Sustainability Plan 2021-2026
Moving Forward: 2021-2026 Sustainability & Climate Action Plan Goal
Goal: Increase investments that support sustainable economic activity from 0.6% ($3.3M) to 1.2% invested in high-scoring Environmental, Social, and Governance (ESG), to be determined using MSCI ESG Manager, Bloomberg or Sustainability Analytics data
Potential Strategies​
Continue student investing program with ESG investing guidelines for entire portfolios​
Continue investment disclosure program ​
Capture sustainability related investments and services in Tech Growth activities​
Analyze percentage of endowment already invested in high-scoring ESG investments​
Analyze carbon emissions from endowment investments as a possible proxy for sustainable investments
Carbon emissions from Foundation Investments have not been calculated for µÛÍõ»áËù.
Benefits of the Goal
- Improved reputation
- Improved investment performance
- Increased community environmental benefits
Costs of the Goal
- Staff time
Initiatives
2022 Hub-Supported Initiatives
| Initiative (Lead Department/Unit) | SCAP Alignment |
|---|---|
| Sustainable Investment Group (College of Business). Experiment exercise run by students to manage investment funds for sustainable portfolios for the University. | Increase investments that support sustainable economic activity |
Hub-Related Initiatives
Triple Bottom Line Cost Benefit Analysis GUI Tool
Please visit our Sustainability Project Laboratory to view our database of available projects
µÛÍõ»áËù Experts & Area Stakeholders
OHIO Experts
| Name | Contact | Description |
|---|---|---|
| Adam Rapp | rappa@ohio.edu | Professor of Sales; Executive Director Schey Sales Centre |
| David Stowe | stowed@ohio.edu | Associate Professor of Finance, College of Business |
| David Gaume | dgaume@ohio.edu | Chief Investment Officer, Foundation Accounting |
| Geoffrey Dabelko | dabelko@ohio.edu | Professor and Associate Dean Voinvovich School of Leadership and Public Affairs |
| Fogt Ryan | fogtr@ohio.edu | Sustainable Administration Hub Coordinator and Professor of Geography |
| Elaine Goetz | goetze@ohio.edu | Director of Energy Management & Sustainability |