Overall Rating Gold - expired
Overall Score 67.61
Liaison Margaret Lo
Submission Date Sept. 28, 2012
Executive Letter Download

STARS v1.2

Ball State University
PAE-18: Positive Sustainability Investments

Status Score Responsible Party
Complete 0.18 / 9.00 Tom Heck
CIO
Ball State University Foundation
"---" indicates that no data was submitted for this field

Total value of the investment pool:
158,000,000 US/Canadian $

Value of holdings in sustainable industries, such as renewable energy or sustainable forestry :
0 US/Canadian $

Value of holdings in businesses selected for exemplary sustainability performances:
0 US/Canadian $

Value of holdings in sustainability investment funds, such as a renewable energy investment fund:
0 US/Canadian $

Value of holdings in community development financial institutions (CDFIs):
0 US/Canadian $

Value of holdings in socially responsible mutual funds with positive screens:
936,024 US/Canadian $

A brief description of the companies, funds, and/or institutions referenced above:

During the past year we have changed our investment governance from a traditional consultant with multiple investment managers-type model to an outsource model, where the one firm has discretionary responsibility for the entire portfolio.


The website URL where information about the institution’s sustainability investment activities is available:
Data source(s) and notes about the submission:
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The information presented here is self-reported. While AASHE staff review portions of all STARS reports and institutions are welcome to seek additional forms of review, the data in STARS reports are not verified by AASHE. If you believe any of this information is erroneous or inconsistent with credit criteria, please review the process for inquiring about the information reported by an institution or simply email your inquiry to stars@aashe.org.