| Overall Rating | Silver - expired |
|---|---|
| Overall Score | 53.85 |
| Liaison | Aimee Lemrise |
| Submission Date | Jan. 10, 2020 |
| Executive Letter | Download |
Southern Illinois University Carbondale
PA-10: Investment Disclosure
| Status | Score | Responsible Party |
|---|---|---|
|
0.74 / 1.00 |
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 | 74 |
| Investment managers and/or basic portfolio composition (i.e. asset classes), but not specific funds or companies | 26 |
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:
Attached is Southern Illinois University System’s Quarterly Investment Report that includes information on 100% of the University’s investments. Page 5 shows total market value and book value of our investment portfolio. The bottom of page 5 provides the performance returns for the University’s Short-Term and Intermediate Term portfolios. Page 13 and Page 14 list each individual investment security that SIU holds in the Intermediate Portfolio and Page 22 and Page 23 list each individual investment security that SIU holds in the Short Term Portfolio. This information is reported to our Board of Trustees and posted on our website quarterly. This report can also be found here: http://siusystem.edu/vp-finance/treasury-services/cireports.shtml
The investment holdings are for the SIU System and not specific to the Carbondale campus.
In addition, our SIU Carbondale Foundation has their own investment portfolio. Their report can be accessed at the link below.
https://siuf.org/_common/documents/investmentperformancedetail.pdf
Additional website/resource: http://siusystem.edu/vp-finance/treasury-services/pubfund.shtml
The information provided is reported by:Tina Galik, CPA, CTP
Assistant Treasurer
Stone Center, MC 6801
1400 Douglas Drive
Carbondale, IL 62901
618-453-6676
Attached is Southern Illinois University System’s Quarterly Investment Report that includes information on 100% of the University’s investments. Page 5 shows total market value and book value of our investment portfolio. The bottom of page 5 provides the performance returns for the University’s Short-Term and Intermediate Term portfolios. Page 13 and Page 14 list each individual investment security that SIU holds in the Intermediate Portfolio and Page 22 and Page 23 list each individual investment security that SIU holds in the Short Term Portfolio. This information is reported to our Board of Trustees and posted on our website quarterly. This report can also be found here: http://siusystem.edu/vp-finance/treasury-services/cireports.shtml
The investment holdings are for the SIU System and not specific to the Carbondale campus.
In addition, our SIU Carbondale Foundation has their own investment portfolio. Their report can be accessed at the link below.
https://siuf.org/_common/documents/investmentperformancedetail.pdf
Additional website/resource: http://siusystem.edu/vp-finance/treasury-services/pubfund.shtml
The information provided is reported by:Tina Galik, CPA, CTP
Assistant Treasurer
Stone Center, MC 6801
1400 Douglas Drive
Carbondale, IL 62901
618-453-6676
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.