| Overall Rating | Bronze - expired |
|---|---|
| Overall Score | 40.97 |
| Liaison | Sherri Mason |
| Submission Date | June 30, 2020 |
| Executive Letter | Download |
Penn State Erie, The Behrend College
PA-10: Investment Disclosure
| Status | Score | Responsible Party |
|---|---|---|
|
0.00 / 1.00 |
Sherri
Mason Director of Sustainability School of Science |
Does the institution make a snapshot of its investment holdings available to the public?:
A copy of the investment holdings snapshot:
The website URL where the 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 | 0 |
| Investment managers and/or basic portfolio composition (i.e. asset classes), but not specific funds or companies | 100 |
Does the institution engage in proxy voting?:
Are proxy voting records included in the snapshot of investment holdings?:
The website URL where information about the programs or initiatives is available:
Additional documentation to support the submission:
Data source(s) and notes about the submission:
Following the lead of the Pennsylvania State University (main campus): In the past, Penn State has made available lists of individual company stock holdings upon request. However, over time, as the long-term investment pool has grown and become more diversified, many of the portfolios within the the LTIP are now managed on a commingled basis; thus the University does not directly own individual company stocks. Furthermore, Penn State is frequently required to execute Non-Disclosure Agreements for many of its funds, which would prohibit sharing of that information. For these reasons, we are unable to provide an investment portfolio snapshot for STARS.
Following the lead of the Pennsylvania State University (main campus): In the past, Penn State has made available lists of individual company stock holdings upon request. However, over time, as the long-term investment pool has grown and become more diversified, many of the portfolios within the the LTIP are now managed on a commingled basis; thus the University does not directly own individual company stocks. Furthermore, Penn State is frequently required to execute Non-Disclosure Agreements for many of its funds, which would prohibit sharing of that information. For these reasons, we are unable to provide an investment portfolio snapshot for STARS.
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.