Overall Rating Platinum
Overall Score 92.73
Liaison Emmanuelle Jodoin
Submission Date Oct. 24, 2022

STARS v2.2

Université de Sherbrooke
PA-11: Investment Disclosure

Status Score Responsible Party
Complete 1.00 / 1.00 Denyse Rémillard
Vice-President, Administration and Sustainable Development
Office of the Vice-President, Administration and Sustainable Development
"---" indicates that no data was submitted for this field

Does the institution make a snapshot of its investment holdings available to the public?:
Yes

A copy of the investment holdings snapshot:
Website URL where the investment 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 100
Investment managers and/or basic portfolio composition (i.e. asset classes), but not specific funds or companies 0

Does the institution engage in proxy voting?:
Yes

Are proxy voting records included in the snapshot of investment holdings?:
Yes

Website URL where information about the institution’s investment pool is available:
---

Additional documentation to support the submission:
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The Foundation's proxy voting records are not included in the snapshot of investment holdings on April 30, 2022, as the process just started in July 2022. Disclosure will be available in 2023.

Please refer to the Régime de retraite de l'Université de Sherbrooke (RRUS) [EN : Université de Sherbrooke Employees' Pension Plan] for an example of this kind of information; the RRUS uses the same provider for the same pool of assets (Canadian Equity Strategy managed by the same portfolio manager).

Pension Plan presentation: https://www.usherbrooke.ca/retraite/fileadmin/sites/retraite/documents/information/RRUS_rapp_2020_invest_resp.pdf

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.