| Overall Rating | Silver |
|---|---|
| Overall Score | 58.68 |
| Liaison | Margaret Lo |
| Submission Date | July 21, 2021 |
Ball State University
PA-11: Investment Disclosure
| Status | Score | Responsible Party |
|---|---|---|
|
0.00 / 1.00 |
Stephen
Wachtmann Associate Vice President of Finance and Treasurer Ball State University Foundation |
Does the institution make a snapshot of its investment holdings available to the public?:
A copy of the investment holdings snapshot:
Website URL where the investment holdings snapshot is publicly available:
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?:
Are proxy voting records included in the snapshot of investment holdings?:
Website URL where information about the institution’s investment pool is available:
Additional documentation to support the submission:
Data source(s) and notes about the submission:
While the foundation has published its allocations by asset class, it has not disclosed the underlying holdings of the portfolio.
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 or simply email your inquiry to stars@aashe.org.