Overall Rating Silver - expired
Overall Score 64.43
Liaison Jessica Davis
Submission Date Nov. 4, 2016
Executive Letter Download

STARS v2.0

Indiana University-Purdue University Indianapolis (IUPUI)
PA-15: Investment Disclosure

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

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?:

The percentage of the total investment pool included in the snapshot of investment holdings:

A copy of the investment holdings snapshot:

The website URL where the holdings snapshot is publicly available:

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 or simply email your inquiry to stars@aashe.org.