Overall Rating Gold - expired
Overall Score 71.76
Liaison Mike Versteege
Submission Date Oct. 10, 2014
Executive Letter Download

STARS v1.2

University of Alberta
PAE-18: Positive Sustainability Investments

Status Score Responsible Party
Complete 3.33 / 9.00 Ron Ritter
Director, Treasury & Investments
Financial Services
"---" indicates that no data was submitted for this field

Total value of the investment pool:
1,883,000,000 US/Canadian $

Value of holdings in sustainable industries, such as renewable energy or sustainable forestry :
0 US/Canadian $

Value of holdings in businesses selected for exemplary sustainability performances:
0 US/Canadian $

Value of holdings in sustainability investment funds, such as a renewable energy investment fund:
0 US/Canadian $

Value of holdings in community development financial institutions (CDFIs):
209,300,000 US/Canadian $

Value of holdings in socially responsible mutual funds with positive screens:
0 US/Canadian $

A brief description of the companies, funds, and/or institutions referenced above:
$209.3 million of the University of Alberta's short-term investment portfolio as at March 31, 2014 was invested with two government guaranteed community-based financial institutions whose mandate is to serve the local and regional economy.

The website URL where information about the institution’s sustainability investment activities is available:
Data source(s) and notes about the submission:
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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.