Overall Rating Gold - expired
Overall Score 68.95
Liaison Daryl Pierson
Submission Date June 30, 2016
Executive Letter Download

STARS v2.0

Portland State University
PA-15: Investment Disclosure

Status Score Responsible Party
Complete 0.00 / 1.00 Paul Carey
Interim Asst. VP, Development/Interim CFO, Foundation
PSU 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?:
No

The percentage of the total investment pool included in the snapshot of investment holdings:
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A copy of the investment holdings snapshot:
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The website URL where the holdings snapshot is publicly available:
Data source(s) and notes about the submission:

The Investment Committee reviews investment portfolios on a quarterly basis with the investment managers. Annually, PSU Foundation reports the asset allocation to endowment donors. We also participate in the annual survey conducted by NACUBO and Commonfund.


The Investment Committee reviews investment portfolios on a quarterly basis with the investment managers. Annually, PSU Foundation reports the asset allocation to endowment donors. We also participate in the annual survey conducted by NACUBO and Commonfund.

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.