Overall Rating Gold - expired
Overall Score 68.39
Liaison Sam Lubow
Submission Date June 29, 2012
Executive Letter Download

STARS v1.2

Stanford University
PAE-T2-9: Investment Disclosure

Status Score Responsible Party
-- 0.00 / 0.25 Jiffy Vermylen
Sustainability Coordinator
Sustainability & Energy Management / Office of Sustainability

This credit was marked as Not Pursuing so Reporting Fields will not be displayed.

Through Stanford’s Annual Report, Stanford Management Company (SMC) publishes the University’s endowment performance at the asset allocation level measured against identified benchmarks and peers. This report is publicly available on both the University and SMC websites (http://bondholder-information.stanford.edu/home.html and http://www.smc.stanford.edu/communication). Stanford, like other large institutional investors, applies Modern Portfolio Theory (MPT) when investing endowment assets in domestic and global market funds and with fund managers. To invest in funds and with fund managers, institutional investors are required to sign confidentiality agreements protecting the proprietary nature of fund portfolios. SMC reports asset allocation holdings and performance as a percentage of the total endowment; Stanford does not publicly disclose endowment holdings below the asset allocation level.

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.