Sustainable Investment Policy

Introduction:

At Lyceum of the Philippines University, we aspire to be a recognized industry-driven university in the Asia Pacific Region, guided by our drive for quality, innovation, excellence, and sustainability. This Sustainable Investment Policy underscores our commitment to responsible financial stewardship and aligning our investments with our institutional values and strategic objectives.

Objectives:

  • We aim to invest in physical and technological infrastructures and ventures that not only deliver financial returns but also contribute to the growth and competitiveness of key industries in the Philippines and Asia Pacific Region.
  • We seek investments that uphold environmental, social, and governance principles, fostering long-term resilience and sustainability in our investment portfolio.
  • We prioritize engagement with industry partners and requirements of students and academic and non-academic personnel to ensure that our investment decisions reflect the needs and priorities of our stakeholders.

Guiding Principles:

  • Our investment strategy will be closely aligned with the evolving needs and trends of industries in the Philippines and Asia Pacific Region, driving innovation and competitiveness.
  • Environmental, social, and governance considerations will be integrated into our investment decision-making process, enhancing both financial performance and societal impact.
  • We will adopt a proactive approach to risk management, identifying and mitigating financial, environmental, and social risks associated with our investments.
  • We are committed to transparent communication and reporting on our investment activities, providing Board of Trustees and relevant stakeholders with clear insights into our investment strategy, performance, and impact.

Investment Criteria:

  • Investments will be evaluated based on their potential to drive growth, innovation, and sustainability within key industries in the Philippines and Asia Pacific Region, including technology, healthcare, hotel services, etc.
  • Preference will be given to companies and projects with strong environmental, social, and governance performance.
  • Sustainable infrastructure and initiatives shall be prioritized in preparing and approving annual capital expenditure requirements within the Institution’s available resources.
  • Investments should create value for our stakeholders, including students, faculty, staff, alumni, industry partners, and the broader community, fostering economic development, job creation, and social progress.

Implementation:

  • We will actively seek strategic partnerships with industry leaders, finance officers, and impact investors to identify and pursue investment opportunities aligned with our vision and values.
  • Due diligence processes will be conducted to assess the financial, environmental, and social performance of potential investments, ensuring alignment with our sustainability goals and risk tolerance.
  • Budget committee shall review proposal for capital expenditures to ensure that sustainable infrastructures and initiatives that will have positive impact on financial, environmental and social aspects are given due consideration.
  • We will hold ourselves accountable for the impact of our investments, regularly reporting to the Board of Trustees and relevant stakeholders on our progress towards sustainability goals and seeking feedback to improve our investment practices.

Review and Revision:
This Sustainable Investment Policy will be periodically reviewed and revised to ensure its effectiveness and alignment with our vision of being a recognized industry-driven university in the Asia Pacific Region. Feedback from stakeholders and insights from industry experts will inform any necessary updates to the policy.