Idaho Average CBR Summary

Avg. Company Rating

Average Risk Rating: Lower

Avg. Rating Criteria

Corporate Weaponization Risk Levels
Criteria Risk Level
Cancellations Lower Risk
Discriminatory Philanthropy Medium Risk
Employment Protection Medium Risk

Corporate Weaponization

Corporate Governance and Public Policy Risk Levels
Criteria Risk Level
Advocacy Bias Medium Risk
Funding Lower Risk
Political Actions Medium Risk

Corporate Governance and Public Policy

State Leadership

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State Pension Fund Summary

Idaho has one main public pension system: the Public Employee Retirement System of Idaho (PERSI).

  • The PERSI board represents all eligible state and local employees; the board consists of 5 members: All are appointed by the Governor and confirmed by the Senate.
    • According to its 2024 Annual Comprehensive Financial Report, PERSI’s general investment consultant is Callan.
    • Idaho delegates proxy voting authority to its asset managers. According to its 2024 Annual Comprehensive Financial Report, “The Board, unless otherwise stated, will delegate the voting of proxies to the investment managers or custodian. Proxy voting is considered to be a component of the investment decision process, therefore, the investment managers are responsible for voting all proxies in a manner consistent with the best economic interest of the System, for the exclusive benefit of the System, prudent and otherwise consistent with Idaho Code section 59-1301(2), the Idaho Uniform Prudent Investor Act (Title 68, Chapter 5, Idaho Code), and applicable Federal law.”

The “By Asset Manager” and “Asset Manager Voting” tables show the proxy voting records of the state’s asset managers who manage the pensions’ stock market portfolio through index, exchange-traded, or mutual funds. Since these are externally managed funds, the asset managers typically retain and exercise proxy voting privileges. This data is used to calculate the state’s pro-ESG and anti-ESG scores to see how the state leverages its externally managed funds in proxy voting.

The “State Voting” table shows PERSI’s proxy voting records for directly owned securities through pension fund portfolios. This data was obtained by a Freedom of Information Act (FOIA) request since Idaho does not publicly disclose this information to its pensioners. The 1792 Exchange encourages Idaho to publish its proxy voting records instead of keeping its pensioners in the dark about how the state votes on ESG issues with their money.

Both tables are important to show a comprehensive picture of the state’s proxy voting record.

Pension Funds Management

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