| Overall Rating | Gold |
|---|---|
| Overall Score | 70.57 |
| Liaison | Kelsey Beal |
| Submission Date | Dec. 14, 2020 |
Indiana University-Purdue University Indianapolis (IUPUI)
PA-11: Investment Disclosure
| Status | Score | Responsible Party |
|---|---|---|
|
0.00 / 1.00 |
Jim
Bergstrom Senior Director, Investments IU Foundation |
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:
Data source(s) and notes about the submission:
Responses to PA-9, PA-10, and PA-11 include IU Foundation and IU Operating Funds for the entire IU System. We have been advised not to attempt to break investments down by specific campus. Because the funds are managed by two different entities, responses were reported separately and then combined for the purposes of STARS reporting. Reporting contacts: Jim Bergstrom, CFA, Senior Director of Investments, Indiana University Foundation; Alex Yuchvid, CFA, CPA, Director of Investments and Financial Analysis, Office of the Treasurer
The asset allocation can be found in section 4 (Invest Funds) at the following site.
https://iufoundation.iu.edu/about/financial/annual-report.html
Responses to PA-9, PA-10, and PA-11 include IU Foundation and IU Operating Funds for the entire IU System. We have been advised not to attempt to break investments down by specific campus. Because the funds are managed by two different entities, responses were reported separately and then combined for the purposes of STARS reporting. Reporting contacts: Jim Bergstrom, CFA, Senior Director of Investments, Indiana University Foundation; Alex Yuchvid, CFA, CPA, Director of Investments and Financial Analysis, Office of the Treasurer
The asset allocation can be found in section 4 (Invest Funds) at the following site.
https://iufoundation.iu.edu/about/financial/annual-report.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.