Portland Community College
PA-5: Investment Holdings
| Status | Score | Responsible Party |
|---|---|---|
|
0.67 / 3.00 |
Stephania
Fregosi Sustainability Analyst Academic Affairs |
5.1 Investment holdings disclosure
Has the institution published a snapshot of the holdings in its investment pool within the previous three years?:
Copy of the investment snapshot:
Online location where the investment snapshot may be found:
Performance year for investment:
Does the snapshot detail the amount or percentage allocated to specific funds, companies, and institutions?:
Is the snapshot inclusive of the combined activities of the institution and other entities that manage investments on its behalf, such as a contracted management company, university system, and/or foundation?:
The Reporting Tool will automatically calculate the following figure:
5.2 Percentage of the investment pool allocated to positive sustainability investments
Value of the investment pool:
Amount allocated to funds that are explicitly focused on sustainability or environmental, social, and governance (ESG):
Amount allocated to sustainability-focused industries or sectors:
Amount allocated to businesses selected for exemplary sustainability performance using positive screens:
Amount allocated to community development financial institutions (CDFIs):
Amount allocated to place-based investments that target positive social and environmental impacts in economically divested areas:
Amount allocated to green revolving funds seeded from the investment pool:
Narrative and/or website URL providing an overview of the institution’s positive sustainability investments:
A true snapshot in thousands is:
Cash Equivalents including 59,252 from the Oregon Local Government Investment Pool, 90,937 and 383,751 in Debt Securities (299,340 in US Treasuries and 84,411 in US Government Agnecies.). Because the Oregon Local Government Investment Pool was listed as cash, we have reported it here as cash, rather than an investment.
By way of explanation, the college was required until fall of 2024 to keep all funds in the Oregon Local Government Investment Pool, an external investment fund of the Oregon Short-Term Fund managed by the State of Oregon Treasury (listed as cash) and in treasury bonds. Their monthly statements are available on their website. The college passed a large bond measure in 2024 and the college chose to invest these funds in the of debt securities, while waiting on the formation of a new investment policy guidance and a committee before creating additional investments. This took place in over the summer and fall of 2024.
The Reporting Tool will automatically calculate the following three figures:
Percentage of the investment pool allocated to positive sustainability investments:
Points earned for indicator PA 5.2:
Optional documentation
Detailed information on PCC's investment holdings are available to the public upon request and are also uploaded annually to the college's Budget and Financial Report website as part of the Annual Comprehensive Financial Report.
The Cash and Investment Information can be found at the start on page 22 of the attached pdf file. The College releases this information publicly every year, including specific information of the amounts invested in each fund or company. PCC currently invests funds in the Oregon Local Government Investment Pool, which is an external investment fund of the Oregon Short-Term Fund managed by the State of Oregon Treasury (listed as cash) and in treasury bonds. Their monthly statements are available on their website.
The Portland Community College Foundation (the Foundation) is a legally separate, tax-exempt related organization of the College. Although the College does not control the timing or amount of receipts from the Foundation, the majority of resources or income thereon that the Foundation holds are restricted to activities of the College by the donors and goes to scholarships rather for operations. Fundraising for construction projects is done through bond measures.
Additional documentation for this credit:
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.