Overall Rating Platinum - expired
Overall Score 85.56
Liaison Tonie Miyamoto
Submission Date Feb. 7, 2017
Executive Letter Download

STARS v2.1

Colorado State University
PA-10: Investment Disclosure

Status Score Responsible Party
Complete 0.49 / 1.00 Tonie Miyamoto
Director of Communications and Sustainability
Housing and Dining Services
"---" indicates that no data was submitted for this field

Does the institution make a snapshot of its investment holdings available to the public?:
Yes

A copy of the investment holdings snapshot:
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 65.19
Investment managers and/or basic portfolio composition (i.e. asset classes), but not specific funds or companies 34.81

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:
---

As a public state institution, Colorado State University has investments with both the Colorado State Treasury Department (65.19% of holdings) and the CSU Foundation (34.81% of holdings).

The Colorado Treasury Department is responsible for investing most of the state's cash and managing the related investments. Currently the Department manages more than $6.5 billion in more than 750 funds. For efficiency and in order to increase investment yield, most of the monies from General Fund, state agencies, and political subdivisions of the state are pooled for investment purposes (this includes Colorado State University). Some funds are managed separately under distinct investment policies. A detail listing of the investments held by the State Treasury are included in the PDF loaded here and can be viewed publicly at under Treasury Pool Detail at:
https://www.colorado.gov/pacific/treasury/investment-portfolio (please note that the website will always show the latest report, which is updated on a quarterly basis). Our calculations for this credit and associated attached reports are a snapshot as of June 30, 2016 (the end of our most recent fiscal year).

The CSU Foundation makes an Investment Holdings Snapshot that includes asset allocations publicly available at http://webcms.colostate.edu/foundation/media/sites/96/2016/09/CSUF-invstmt-policy_2016.pdf.

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.