Overall Rating Silver
Overall Score 58.68
Liaison Jennifer Palilonis
Submission Date July 21, 2021

STARS v2.2

Ball State University
PA-11: Investment Disclosure

Status Score Responsible Party
Complete 0.00 / 1.00 Stephen Wachtmann
Associate Vice President of Finance and Treasurer
Ball State University Foundation
"---" indicates that no data was submitted for this field

Does the institution make a snapshot of its investment holdings available to the public?:
No

A copy of the investment holdings snapshot:
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Website URL where the investment holdings snapshot is publicly available:
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Percentage of the total investment pool included in the snapshot of investment holdings at each of the following levels of detail:
Percentage (0-100)
Specific funds and/or companies ---
Investment managers and/or basic portfolio composition (i.e. asset classes), but not specific funds or companies ---

Does the institution engage in proxy voting?:
No

Are proxy voting records included in the snapshot of investment holdings?:
No

Website URL where information about the institution’s investment pool is available:
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Additional documentation to support the submission:
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While the foundation has published its allocations by asset class, it has not disclosed the underlying holdings of the portfolio.

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 and complete the Data Inquiry Form.