Sustainable Responsible Impact – Finance Division Knowledge Base

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Sustainable Responsible Impact

Can donors split an endowment gift between the Sustainable Responsible Impact (SRI) Fund and the NC State Investment Fund (NCSIF)?

Splitting an endowment between the two investment funds is not permissible. There is no reporting system available to combine data...
If a donor selects the Sustainable Responsible Impact (SRI) Fund, can I later request that the endowment be moved to the NC State Investment Fund (NCSIF)? Or vice versa?

An initial endowment investment decision is permanent and cannot be changed at a later date. Changes would subject an endowment...
In what Environmental, Social and Governance (ESG) areas does the Sustainable Responsible Impact (SRI) Fund focus?

Environmental Issues Climate change Waste management Pollution management Water supply Transportation Sustainability best practices Environmental policy Social Issues Working conditions...
What is “socially responsible investing”?

Definitions for socially responsible investing vary, depending on who you ask. Typically the strategy for socially responsible investment is best...
What is the asset allocation for the Sustainable Responsible Impact (SRI) Fund?

For information about the SRI Fund’s asset allocation, please refer to the SRI Fund Investment Policy Statement, which can be...
What is the difference between the NC State Investment Fund (NCSIF) and the NC State University Foundation Sustainable Responsible Impact (SRI) Fund?

Unlike the SRI Fund, the NCSIF is not limited in the types of companies in which it can invest. The...
What led to the creation of the NC State University Foundation Sustainable Responsible Impact (SRI) Fund?

In September 2013, Chancellor Woodson announced the largest single gift in NC State University’s history at that time – the...
What strategies does the Sustainable Responsible Impact (SRI) Fund utilize to achieve a sustainable responsible impact investment approach?

Socially Responsible Investing (SRI) A portfolio construction process that attempts to avoid investment in certain stocks or industries through negative...
Where can I find investment performance for the Sustainable Responsible Impact (SRI) Fund?

More information about the SRI Fund, including investment performance, can be found on our website.
Which endowments can be invested in the Sustainable Responsible Impact (SRI) Fund?

To be invested in the SRI Fund, endowments must be held by the NC State University Foundation. Endowments within the NC...
Who oversees the NC State University Foundation Sustainable Responsible Impact (SRI) Fund?

The NC State University Foundation, Inc. Board of Directors delegated authority to the Foundation’s Treasurer and Director of Investments, jointly,...