For Administrators and Trustees

Are you getting a lot of questions about responsible investing? Are you still skeptical about the feasibility of implementing responsible investment but want to learn more about how to do it?

REC can help you understand and think about how to integrate responsible investing, and connect you to leaders in the field who can help you work through questions about the actual investment decisions.

REC helps college and university administrators and trustees by:

  • Providing advice and support on integrating responsible investment into endowment management and building an inclusive and useful process
  • Sharing resources about implementing responsible investment that are specifically for administrators and trustees
  • Connect administrators and trustees to members of the responsible investment industry
  • Connect you to venues where you can connect to peers at other asset owners

REC’s Resources for Administrators

If you would like printed copies of our resources, please get in touch.

Maximizing Returns to Colleges and Communities: A Handbook on Community Investment 

Our community investment handbook for administrators. It outlines the steps a school can take to support low income housing, small businesses and other community projects through profitable investments, and includes case studies from universities and other institutional investors.

Integrating Responsible Investment: A Handbook for Committees on Investor Responsibility (CIRs)

Our handbook for students, faculty and administrators looking for ways to maximize the efficiency and legitimacy of their Committee for Investor Responsibility, or get one started for the first time on their campus. Included are samples of other school’s policy statements, committee procedures, and more.

 

The STARS Sustainable Investment Guide is a brief handbook for schools working to fill out the AASHE (American Association of Sustainability in Higher Education) STARS rating system’s investment section. It is to be used with the STARS Sustainable Investment Guide Worksheet (excel), which is a tool for helping to fill out the section.

Many thanks to The F.B. Heron Foundation for supporting the development of the community investment handbook, in addition to our generous Distribution Sponsors: Altrushare Opportunity Fund and Underdog Foundation and General Sponsors Community Capital Management and University Bank

Are you Looking for more information on responsible investment in general? Start here:

Socially Responsible Investing Funds Show Heart and Profitability — Spectrem’s Millionaire Corner
“U.S. News & World Report has given top ranking to a socially responsible company by naming Appleseed Fund the best in the Mid-Cap Value category.”

The Triple Bottom Line Simulation – Capital Missions Company
“The Simulation was run for nine quarters and demonstrated that $100 million portfolios can be 100% socially invested across all asset classes and be financially competitive, even when counting social and environmental dividends as having no value.”

Towards Integrated Reporting – Integrated Reporting
“The financial crisis has highlighted the need for more comprehensive information in corporate reporting, so that investors and other stakeholders can have a clear sense of the risks and opportunities that a company faces.”

Top 10 Frequently Asked Questions and Answers about Socially Responsible Investing — US Forum for Sustainable and Responsible Investment

EABIS — The Academy of Business in Society
“A unique alliance of companies, business schools, and other institutions committed to putting business in society issues at the heart of management theory and practice”

A Revolution in Corporate Reporting — Harvard Magazine
“Integrated reporting gives all corporate stakeholders information about the sustainability of business practices.”

Responsible Investment — Mercer
White papers, academic studies, responsible investment services, manager research, free publications, and more.