Concordia University
PA-5: Investment Holdings
| Status | Score | Responsible Party |
|---|---|---|
|
0.75 / 3.00 |
Maha
Fakih Advisor, Sustainability & Invest Office of the Treasurer |
5.1 Investment holdings disclosure
Has the institution published a snapshot of the holdings in its investment pool within the previous three years?:
Copy of the investment snapshot:
Online location where the investment snapshot may be found:
Performance year for investment:
Does the snapshot detail the amount or percentage allocated to specific funds, companies, and institutions?:
Is the snapshot inclusive of the combined activities of the institution and other entities that manage investments on its behalf, such as a contracted management company, university system, and/or foundation?:
The Reporting Tool will automatically calculate the following figure:
5.2 Percentage of the investment pool allocated to positive sustainability investments
Value of the investment pool:
Amount allocated to funds that are explicitly focused on sustainability or environmental, social, and governance (ESG):
Amount allocated to sustainability-focused industries or sectors:
Amount allocated to businesses selected for exemplary sustainability performance using positive screens:
Amount allocated to community development financial institutions (CDFIs):
Amount allocated to place-based investments that target positive social and environmental impacts in economically divested areas:
Amount allocated to green revolving funds seeded from the investment pool:
Narrative and/or website URL providing an overview of the institution’s positive sustainability investments:
The fund's impact investments for fiscal year 2022-2023 are described in the apendix of the following report: https://www.concordia.ca/content/dam/concordia/aar/docs/foundation/2022-23-Concordia-University-Foundation-Annual-Report.pdf
The Reporting Tool will automatically calculate the following three figures:
Percentage of the investment pool allocated to positive sustainability investments:
Points earned for indicator PA 5.2:
Optional documentation
Additional documentation for this credit:
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.