Overall Rating Silver - expired
Overall Score 60.77
Liaison Breeana Sylvas
Submission Date April 15, 2013
Executive Letter Download

STARS v1.2

University of California, Merced
PAE-T2-9: Investment Disclosure

Status Score Responsible Party
Complete 0.25 / 0.25
"---" 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:

Yes, the UC Regents on an annual basis discloses General Endowment Pool (GEP) holdings and market values.
http://www.ucop.edu/treasurer/_files/invpol/GEP_Holdings_12-31-11.pdf

Yes, the UC Regents Proxy Voting policy guidelines are made public, but the University’s proxies are managed and voted by a third party service provider.
http://www.ucop.edu/treasurer/_files/invpol/App_4-8_UCRP-GEP_IPS.pdf


The website URL where information about investment disclosure 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.