Overall Rating Gold
Overall Score 67.61
Liaison Makayla Bonney
Submission Date Feb. 26, 2020

STARS v2.2

Indiana University Bloomington
PA-11: Investment Disclosure

Status Score Responsible Party
Complete 0.00 / 1.00 Gary Stratten
IUF Vice President and Chief Investment Officer
Indiana University Foundation
"---" indicates that no data was submitted for this field

Does the institution make a snapshot of its investment holdings available to the public?:

A copy of the investment holdings snapshot:

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 ---
Investment managers and/or basic portfolio composition (i.e. asset classes), but not specific funds or companies ---

Does the institution engage in proxy voting?:

Are proxy voting records included in the snapshot of investment holdings?:

Website URL where information about the institution’s investment pool is available:

Additional documentation to support the submission:

Financial information such as financial highlights, quarterly investment performance reports, financial audits, public disclosure 990 and related party transactions, and annual operation budget are available at http://iufoundation.iu.edu/about/financial.html.

Information on investments can be found at http://iufoundation.iu.edu/about/financial/investment.html. The Indiana University Foundation's asset allocation is 44% public equity, 14% private equity, 16% absolute return, 16% real assets, and 10% fixed income. However, this information is not further broken down with the specificity intended by this credit's criteria.

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 and complete the Data Inquiry Form.