Overall Rating Gold
Overall Score 75.39
Liaison Stephanie MacPhee
Submission Date Feb. 5, 2025

STARS v2.2

Dalhousie University
PA-11: Investment Disclosure

Status Score Responsible Party
Complete 0.51 / 1.00 Stephanie MacPhee
Executive Director
Office of Sustainability
"---" 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:
---

Website URL where the investment holdings snapshot is publicly available:
https://cdn.dal.ca/content/dam/dalhousie/pdf/dept/treasury-investments/Reports/Investment_Holdings/Dalhousie%20University%20Publicly%20Traded%20Securities%20-%201Q24.pdf

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 68.16
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:
https://cdn.dal.ca/content/dam/dalhousie/pdf/dept/treasury-investments/Reports/Pension_Reports/Annual%20Report%202024.pdf

Additional documentation to support the submission:
---

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-%201Q24.pdf

Investment reports can be found here: 

https://www.dal.ca/dept/treasury-investments/reports.html

The website where information about the programs or initiatives is available:

https://www.dal.ca/dept/treasury-investments/reports/investment-committee.html

 


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.