Overall Rating Gold - expired
Overall Score 66.60
Liaison Mary Lucus
Submission Date Feb. 26, 2019
Executive Letter Download

STARS v2.1

Belmont University
PA-10: Investment Disclosure

Status Score Responsible Party
Complete 0.00 / 1.00 Mary Lucus
Director, IR
Provost
"---" 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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The website URL where the 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 0

Does the institution engage in proxy voting?:
Yes

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

The website URL where information about the programs or initiatives is available:
---

Additional documentation to support the submission:
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Data source(s) and notes about the submission:

As a private institution, we do not report this to a financial body. However, the President and the Provost share information at the Spring Faculty meeting and on other occasions with the faculty and regularly report on the financial health of the institution including its investments to the Board of Trustees and our external auditor. This information can also be found behind the MyBelmont portal.


As a private institution, we do not report this to a financial body. However, the President and the Provost share information at the Spring Faculty meeting and on other occasions with the faculty and regularly report on the financial health of the institution including its investments to the Board of Trustees and our external auditor. This information can also be found behind the MyBelmont portal.

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.