Overall Rating Silver - expired
Overall Score 45.08
Liaison Jessica Krejcik
Submission Date Feb. 5, 2016
Executive Letter Download

STARS v2.0

Concordia University
PA-15: Investment Disclosure

Status Score Responsible Party
Complete 0.87 / 1.00 Bram Freedman
Vice-President, Institutional Relations and Secretary-General
Office of the Vice-President, Institutional Relations and Secretary-General
"---" indicates that no data was submitted for this field

Does the institution make a snapshot of its investment holdings, including the amount invested in each fund and/or company and proxy voting records, available to the public?:
Yes

The percentage of the total investment pool included in the snapshot of investment holdings:
87

A copy of the investment holdings snapshot:
The website URL where the holdings snapshot is publicly available:
Data source(s) and notes about the submission:

The investment snapshot is available in Concordia University Foundation's annual report.

Based on 2013/14 annual report:
- Total long-term investments: $ 139,381,128 made of:
- Common shares ($ 18,163,318): No fund/company breakdown
- Bonds ($ 32,959,006): Fund/company breakdown available
- Investments funds ($ 88,258,804): Fund/company breakdown available

% of the total investment pool included in the snapshot of investment holdings: 87%


The investment snapshot is available in Concordia University Foundation's annual report.

Based on 2013/14 annual report:
- Total long-term investments: $ 139,381,128 made of:
- Common shares ($ 18,163,318): No fund/company breakdown
- Bonds ($ 32,959,006): Fund/company breakdown available
- Investments funds ($ 88,258,804): Fund/company breakdown available

% of the total investment pool included in the snapshot of investment holdings: 87%

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.