| Overall Rating | Bronze - expired |
|---|---|
| Overall Score | 37.45 |
| Liaison | Lisa Lonie |
| Submission Date | July 28, 2011 |
| Executive Letter | Download |
Haverford College
Tier2-3: Investment Disclosure
| Status | Score | Responsible Party |
|---|---|---|
|
0.25 / 0.25 |
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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
None
A brief description of the institution’s investment disclosure practices:
We make available a five-year summary of endowment holdings in our annual Factbook, which is available to the public online at Haverford’s website. This includes asset allocation information and holdings amounts for each asset class. We also provide detailed information on our portfolio holdings to a number of external organizations, such as NACUBO, Cambridge Associates and other data-sharing groups. Holdings and proxy-voting records of the CISR portfolio are publicly available at http://www.haverford.edu/business/financial.php. All endowment holdings are made available, and detailed reports of holdings and asset allocation are produced for the Board of Managers and Senior administrators. The information is available to all other members of the College community upon request.
None
The website URL where information about investment disclosure available:
Data source(s) and notes about the submission:
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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.