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SSMU Sustainability Case Competition: Oxcel Endowment

This document outlines the need for Oxcel College to invest a portion of its endowment in a socially responsible investment (SRI) fund amidst current economic challenges and poor fund performance. It discusses the pressing demand for sustainable practices from alumni and the key decision criteria such as social responsibility, environmental impact, and financial feasibility. It evaluates alternative funds, recommending a strategic 30% investment in the Calvert Social Investment Equity Fund, citing its financial stability and strong adherence to sustainable principles.

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SSMU Sustainability Case Competition: Oxcel Endowment

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  1. SSMU Sustainability Case Competition: Oxcel Endowment Julie Skarha Béatrice St-Jean Maria Wang

  2. Agenda • Key Issue • Current Situation • Decision Criteria • Alternatives • Recommendations • Key Takeaways

  3. Key Issue Need to invest a portion of the Oxcel College endowment in a socially responsible investment fund

  4. Current Situation • Current economy in recession • Poor performance of endowment • Questionable management • Increased concern of sustainable practices • Push from alumni

  5. Options • Socially responsible investing needed • Original SRI funds • Green funds • Sustainable funds

  6. Decision Criteria • Social responsibility • Environmental • Social • Corporate governance • Financial Feasibility • Large fund size • Low turnover; low fees and expenses • Manager Tenure

  7. Alternatives 1. Abbe SRI Fund 2. Winslow Green Growth Fund 3. Calvert Social Investment Equity Fund

  8. Calvert Broad definition of sustainability Social Environmental Corporate governance Financially stable Social Responsibility Abbe • Avoidant • Limited criteria Winslow • Any industry sector • Narrowly focused on environment

  9. Recommendation Invest the 30% in Calvert Social Investment Equity • Financial stability • Overarching sustainable principles • Average longer manager tenure

  10. Invest in Cascades Inc.

  11. Key Takeaways • Strongest financially • Most socially responsible • Cascades = mid-cap investment

  12. Questions?

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