| Overall Rating | Gold - expired |
|---|---|
| Overall Score | 65.71 |
| Liaison | Bridget Flynn |
| Submission Date | Feb. 15, 2012 |
| Executive Letter | Download |
Oberlin College
Tier2-3: Investment Disclosure
| Status | Score | Responsible Party |
|---|---|---|
|
0.25 / 0.25 |
Sue
Meredith Manager, Investment Operations Investment Office |
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indicates that no data was submitted for this field
None
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:
OBERLIN COLLEGE INVESTMENT COMMITTEE MEETING
February 24, 2010
Endowment Transparency Discussion
RESOLUTION
2. RESOLVED, that the Oberlin College Board of Trustees’ Investment Committee approves the following recommendations to further increase Endowment transparency:
a) Making a list of external managers, mutual funds, and equity holdings available on a password-protected website to trustees, senior administrators, and select members of the school community.
b) Making a list of the top five equity holdings available on a password-protected website to trustees, senior administrators, and select members of the school community.
c) Making a list of votes cast on proxy resolutions on a company-specific level, available on a password-protected website to all members of the school community.
d) Allowing general public to access a hard copy of the proxy voting record at the Investment Office.
e) Allowing open website access for Investment Policy, current AUM and Policy Asset Allocation.
MOTION PASSED__X__ FAILED______
None
The website URL where information about investment disclosure available:
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Data source(s) and notes about the submission:
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