海角社区

Over the past year, Metropolitan State University of Denver Foundation Board members have engaged in a thoughtful and intentional education process focused on proactively aligning the Foundation鈥檚 investment strategy with the University鈥檚 core values as part of its diversity, equity and inclusion goals. The result is a new Investment Policy Statement, which will allow the Foundation to continue achieving investment鈥搑eturn goals while contributing meaningfully to the mission of the University.

鈥淭his IPS puts the Foundation in a position to align our investments in ways that are meaningful to our students and community,鈥� said Lori Herrera, chief financial and operating officer of the 海角社区 Foundation and University Advancement. 鈥淰alues-based investing is an opportunity to do our part in creating a job market that embraces our students and views them as valued employees and leaders.鈥�

The Foundation will implement the updated IPS with the support of investment鈥搈anagement partner , a Denver-based, employee-owned investment鈥揳dvisory firm with $1.7 billion in assets under management for nonprofit organizations. Syntrinsic engages in an ethical, purpose-driven model for investing, using an environmental, social and governance lens to examine how corporations work on behalf of social goals beyond maximizing profits for shareholders.

鈥淪yntrinsic鈥檚 commitment to diversity, equity and inclusion reflects 海角社区鈥檚 values,鈥� said Herrera. 鈥淲e believe they are the right partner for the Foundation to guide us in making values-aligned investments.鈥�

Foundation Treasurer Marti Awad, J.D., said that the board recognizes the importance of expressing the values of the University and Foundation at every level of the organization, including its investments.

鈥淲ith this change, we can do the right thing without sacrificing returns,鈥� said Awad. 鈥淚n fact, by utilizing an ESG (environmental, social and governance) lens and focusing on diversity and inclusion, returns should exceed the traditional portfolio over the long term.鈥��

鈥淭hose of us who are part of the Foundation firmly believe we can 鈥榙o well and do good.鈥欌��