Overall Rating Gold - expired
Overall Score 66.41
Liaison Trevor Ledbetter
Submission Date Feb. 10, 2012
Executive Letter Download

STARS v1.0

University of Arizona
Tier2-3: Investment Disclosure

Status Score Responsible Party
0.25 / 0.25 Joseph Abraham
Director
Office of Sustainability
"---" indicates that no data was submitted for this field

Does the institution make a snapshot of its investment holdings, including the amount invested in each fund and/or company and proxy voting records, available to the public?:
Yes

A brief description of the institution’s investment disclosure practices:

The University of Arizona Foundation discloses its assets in annual reports, endowment reports, and 990 Federal Tax forms. Most of the Foundation's investments in mutual funds and limited liability companies are based upon the premise that they will not be subject to disclose all of their respect holdings such as individual company stocks managed on behalf of the University of Arizona.

Information from the UA Foundation can be found at
http://uafoundation.org/about/presidents_office/financial_services/990s_statements.shtml .

The University's Financial Services Office also discloses information on bonds that the office manages. Reports can be found through the Office of Investments at http://fso.arizona.edu/Investments/index.html .


The website URL where information about investment disclosure available:
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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 and complete the Data Inquiry Form.