Overall Rating Silver - expired
Overall Score 51.09
Liaison Jessica Davis
Submission Date June 21, 2013
Executive Letter Download

STARS v1.2

Indiana University-Purdue University Indianapolis (IUPUI)
PAE-18: Positive Sustainability Investments

Status Score Responsible Party
Complete 1.21 / 9.00 Gary Stratten
Vice President and Chief Investment Officer
IU Foundation
"---" indicates that no data was submitted for this field

Total value of the investment pool:
512,076,877 US/Canadian $

Value of holdings in sustainable industries, such as renewable energy or sustainable forestry :
20,710,000 US/Canadian $

Value of holdings in businesses selected for exemplary sustainability performances:
0 US/Canadian $

Value of holdings in sustainability investment funds, such as a renewable energy investment fund:
0 US/Canadian $

Value of holdings in community development financial institutions (CDFIs):
0 US/Canadian $

Value of holdings in socially responsible mutual funds with positive screens:
0 US/Canadian $

A brief description of the companies, funds, and/or institutions referenced above:

7% of venture portfolio: $2.22 million & 1% of buyout portfolio: $0.42 million
100% of Timber Portfolio: $12.33 million. IUF defines the entire timber allocation as
sustainable as they are like a corn crop grown on land specifically for loblolly pine
and some other species not existing in forests.
41% of Energy Portfolio is Natural Gas: $5.74 million. Although natural gas is not a
renewable energy, it is included due to the attractive attributes of this energy source
and its relative cleanliness compared to coal.

The website URL where information about the institution’s sustainability investment activities is available:

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.