Council on Investor Responsibility


Purpose
The CWU Council on Investor Responsibility (CIR) advises the University, through the office of the CFO, regarding environmental and social governance (ESG) concerns that might influence the management of the University's investments.

Responsibilities
  • Provide transparency to University investment holdings and decisions
  • Advise on relevant ESG-related investing issues to ensure the Universities holdings match its mission and values
  • Provide continuity and institutional memory on relevant policy issues
  • Advise the VP of Business and Financial Affairs on socially responsible investment policy issues by proposing written policies for the Board of Trustees’ consideration
  • Coordinate and facilitate communication, education, research, and engagement with the CWU community on relevant ESG policy issues
  • Receive issues and proposals from the CWU community
Membership
The Council on Investor Responsibility aims for broad and representative membership, with student, staff, and faculty representation. The council chair is elected by the council members in March and serves for a term of one academic year.

2022-2023 Chair: : Toni Sipic, Chair & Associate Professor, Department of Economics,Toni.Sipic@cwu.edu

Name Role and Department
  • Toni Sipic, PhD
  • Associate Professor and Department Chair, Department of Economics
  • Han Donker, PhD Professor and Department Chair, Department of Accounting
  • Patrick Stanton Executive Director of Finance, Accounting & Financial Services
  • Cassie Koefod Lecturer, Department of Economics
  • Christopher Huss Financial Systems Functional Manager, Accounting Office
  • Jeff Bousson Sustainability Officer, University Operations
  • Kelly Minor Fiscal Analyst 4, Grants, Contracts, Investments & Fixed Assets
  • Deanna Marshall Advisor & Recruiter, Academic Advising
  • Kameron Eck Undergraduate Student, Environmental Sciences
  • Jaap Donker Undergraduate Student, Accounting, Economics, Finance
  • Nye Tenerelli Running Start Student
  • Betty Mittelsteadt Graduate Student, Cultural and Environmental Resource Management
  • Jeremy Rexus Undergraduate Student, Economics, Finance
  • Genevieve Doshier Administrative Assistant, Business Auxiliary Services
  • Dave Owen Retirement Plan Consultant, SCS
  • Thomas Tenerelli,PhD Associate Professor, Department of Finance and Supply Chain
  • Traci Klein Director, Benefits and Human Resources Operations
Meetings
The CWU Council on Investor Responsibility will meet quarterly, at a minimum, during the academic year. To attend the next CIR meeting, please contact Dr. Toni Sipic at Toni.Sipic@cwu.edu

Reporting
Meeting dates, agendas and minutes will be posted on the CWU Sustainability website. Annual reporting of progress will be made to Chief Financial Officer/VP for Business and Financial Affairs.

Invitation to CWU Students

The CWU Council on Investor Responsibility invites interested CWU students to join us on a project evaluating the university's investments along environmental, social, and governance metrics. Students will have the opportunity to study financial investments in stocks and bonds and analyze the ESG performance using latest financial and statistical modeling. They will have access to financial and ESG databases such as ISS and CRSP. Students will collaborate with faculty, staff, and their peers on the project. We hope the results of our analysis will inform university investment policies and assist us in reaching our shared sustainability goals.
If you are interested in joining, please email Dr. Toni Sipic at Toni.Sipic@cwu.edu

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