MSEUF

Sustainable Investment Policy

The Manuel S. Enverga University Foundation is committed to leveraging its financial resources to advance its mission and work towards the achievement of the United Nations’ Sustainable Development Goals. This Sustainable Investment Policy ensures that the university’s investments reflect its values, enhance its three-fold function of instruction, research, and community service, and contribute to a sustainable future for the community and beyond.

1. RATIONALE:

2. SCOPE

This policy governs all financial resources managed by MSEUF, including those overseen directly by the university or through external asset managers (e.g., retirement funds). The policy ensures that all investments uphold MSEUF’s commitment to sustainable and ethical practices.

3. GUIDING PRINCIPLES

3.1 Alignment with MSEUF’s Vision and Mission

Investments will reflect and promote the university’s mission to contribute to national and global development, enhance the quality of education, and support academic research and community service. These investments will foster the university's role in advancing Filipino society while maintaining its commitment to global competitiveness.

3.2 Long-Term Resilience and Sustainability

The policy focuses on investments that generate long-term financial returns, while prioritizing environmental sustainability, social justice, and sound governance. The university’s investments will contribute to the well-being of future generations, in line with national and global efforts toward sustainable growth.

3.3 Community Impact and Collaboration

Investments should contribute to sustainable community development. These investments will encourage collaboration with local stakeholders, businesses, and organizations to address community needs and contribute to inclusive prosperity.

4. IMPLEMENTATION STRATEGIES

4.1 Screen Investments Using Simple ESG Criteria

Review potential investments to ensure they meet basic Environmental, Social, and Governance (ESG) standards. For example, check if the company supports environmental sustainability, follows fair labor practices, and has good governance practices.

4.2 Impact Investing:

Set aside a portion of the investment portfolio for projects that benefit local communities, like renewable energy initiatives or projects that improve access to education and healthcare.

4.3 Train Key University Stakeholders

Develop training programs for the Finance Committee and relevant stakeholders to ensure a shared understanding of sustainable investment principles.

4.4 Strategic Partnerships:

Partner with other universities, local groups, or sustainable investment organizations to share knowledge and stay up to date with best practices in responsible investing.

5. POLICY REVIEW

This policy will be reviewed every three years, or as necessary, to reflect changing priorities, market conditions, and best practices.