Overall Rating Gold - expired
Overall Score 76.02
Liaison Stephanie MacPhee
Submission Date July 21, 2021

STARS v2.2

Dalhousie University
PA-11: Investment Disclosure

Status Score Responsible Party
Complete 0.58 / 1.00 Nancy-Beth Foran
Treasurer
Financial 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

None
A copy of the investment holdings snapshot:
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Website URL where the investment 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 77.23
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

Optional Fields 

Website URL where information about the institution’s investment pool is available:
Additional documentation to support the submission:
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Data source(s) and notes about the submission:
Detailed holdings list are updated every year: https://cdn.dal.ca/content/dam/dalhousie/pdf/dept/treasury-investments/Reports/Investment_Holdings/Dalhousie%20University%20Publicly%20Traded%20Securities%20-%201Q21.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 or simply email your inquiry to stars@aashe.org.