Overall Rating Silver - expired
Overall Score 60.54
Liaison Sarah Fortner
Submission Date March 6, 2020
Executive Letter Download

STARS v2.1

Carleton College
PA-10: Investment Disclosure

Status Score Responsible Party
Complete 0.00 / 1.00 Alexandra Miller
Sustainability Program Coordinator
Energy and Sustainability
"---" 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:
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

The website URL where information about the programs or initiatives is available:
Additional documentation to support the submission:
---

Data source(s) and notes about the submission:

The top ten public equity holdings are only available to Carleton College employees, alumni, and students for reference purposes, and should not be distributed externally, copied, or downloaded. An entire list of direct holdings in companies is shared with CRIC and available to the campus community. 5.3% is the percentage of the total investment pool available to the public. The percentage of the total investment pool accessible to the campus community is 21%.


The top ten public equity holdings are only available to Carleton College employees, alumni, and students for reference purposes, and should not be distributed externally, copied, or downloaded. An entire list of direct holdings in companies is shared with CRIC and available to the campus community. 5.3% is the percentage of the total investment pool available to the public. The percentage of the total investment pool accessible to the campus community is 21%.

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.