| Overall Rating | Gold - expired |
|---|---|
| Overall Score | 66.27 |
| Liaison | Katie Maynard |
| Submission Date | May 9, 2012 |
| Executive Letter | Download |
University of California, Santa Barbara
SD-14: Endowment
| Status | Score | Responsible Party |
|---|---|---|
|
N/A |
Katie
Maynard Sustainability Coordinator Geography & Sustainability |
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indicates that no data was submitted for this field
None
The institution's total endowment market value as of the close of the most recent fiscal year:
211,433,000
US/Canadian $
None
Date as of:
June 30, 2011
None
Does the institution offer donors the option of directing gifts to an investment fund that considers environmental/sustainability factors?:
No
None
If yes, or if currently under consideration, provide a brief description:
---
None
Has the institution made investments in on-campus energy and/or water efficiency projects through the endowment (as an endowment investment and not a payout or using operating budget funds):
No
None
Size of capital commitments made within past 3 years:
---
None
Provide a brief description:
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None
Does institution lack the ability to vote proxies on environmental and social resolutions, as the entire equity holdings of the endowment are invested in mutual funds (e.g. CommonFund, Fidelity, Vanguard)?:
No
None
Does the institution lack the ability to vote proxies on corporate governance resolutions, as the entire equity holdings of the endowment are invested in mutual funds (e.g. CommonFund, Fidelity, Vanguard)?:
No
None
Do investment managers handle the details of proxy voting on environmental and social resolutions?:
No
None
Do investment managers handle the details of proxy voting on corporate governance resolutions?:
No
None
Are investment managers provided with general guidelines that determine proxy votes on environmental and social resolutions?:
No
None
Are investment managers provided with general guidelines that determine proxy votes on corporate governance resolutions?:
No
None
Are investment managers provided with specific guidelines that determine proxy votes on environmental and social resolutions?:
No
None
Are investment managers provided with specific guidelines that determine proxy votes on corporate governance resolutions?:
No
None
Does a single administrator determine proxy votes on environmental and social resolutions?:
No
None
Does a single administrator determines proxy votes on corporate governance resolutions?:
No
None
Does a committee of administrators and/or trustees deliberate and make decisions on proxy votes on environmental and social resolutions?:
No
None
Does a committee of administrators and/or trustees deliberate and make decisions on proxy votes on corporate governance resolutions?:
No
None
Does a committee that includes student representatives deliberate and make recommendations or decisions on proxy votes on enviromental and social resolutions?:
No
None
Does a committee that includes student representatives deliberate and make recommendations or decisions on proxy votes on corporate governance resolutions?:
No
None
Is institution community feedback incorporated into proxy voting decisions on environmental and social resolutions through town hall meetings or a website?:
No
None
Is institution community feedback incorporated into proxy voting decisions on corporate governance resolutions through town hall meetings or a website?:
No
Data source(s) and notes about the submission:
The $118,216,000 value provided was as of 6/30/11 and reflects only the Foundation.
The UC Regents endowment benefiting UCSB is another $93,227,000.
So the Total Endowment for UCSB is $211,433,000
Most of our investments are in products where you are investing in a total portfolio and not specific stocks per se. These include three mutual funds that are geared towards institutional investors (high minimums), a large number of "fund-of-fund" structures in the arena of alternative investments, and a number of Equity Index Funds that are ETFs (exchange traded funds). In all of these cases, we do not hold specific stocks but, rather, shares of the total fund. This represents about 73% of our portfolio.
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.