| Overall Rating | Gold - expired |
|---|---|
| Overall Score | 67.16 |
| Liaison | Mike Versteege |
| Submission Date | June 24, 2020 |
| Executive Letter | Download |
University of Alberta
PA-10: Investment Disclosure
| Status | Score | Responsible Party |
|---|---|---|
|
0.67 / 1.00 |
Ron
Ritter Director, Treasury & Investments Financial Services |
Criteria
Institution makes a snapshot of its investment holdings available to the public, including the amount invested in each fund and/or company and proxy voting records. The snapshot of holdings is updated at least once per year.
Institutions for which investments are handled by the university system, a separate foundation of the institution and/or a management company contracted by the institution should report on the combined activities of those entities.
Applicability
This credit applies to all institutions that have an investment pool.
Scoring
Institutions earn the maximum of 1 point available for this credit by making a snapshot of its entire investment holdings publicly available. Incremental points are available based on the percentage of the investment pool included in the snapshot and the level of detail disclosed. For example, an institution that made a snapshot of 50 percent of its total investment pool publicly available, including the amount invested in each fund or company, would earn 0.5 points (half of the points available for this credit).
Points earned for this credit are calculated automatically in the STARS Reporting Tool as follows:
|
Level of detail disclosed |
Factor |
|
Percentage of the total investment pool included in the public snapshot at each level of detail (0-100) |
|
Points earned |
|
Specific funds/companies and proxy voting record (if applicable) |
0.01 |
× |
______ |
= |
|
|
Specific funds/companies, but not proxy voting record |
0.0075 |
× |
______ |
= |
|
|
Investment managers and/or basic portfolio composition (i.e. asset classes), but not specific funds or companies |
0 |
× |
______ |
= |
|
|
Total points earned -> |
Up to 1 |
||||
Measurement
Timeframe
Report on the current holdings, i.e. most recent snapshot available from within the three years prior to the anticipated date of submission.
Sampling and Data Standards
Institutions should strive to report on a representative snapshot. Institutions for which investments are handled by the university system, a separate foundation of the institution and/or a management company contracted by the institution should report on the combined activities of those entities. Document any anomalies under “Notes about the submission”.
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.