Overall Rating Gold
Overall Score 74.27
Liaison Linda Kogan
Submission Date Feb. 15, 2018
Executive Letter Download

STARS v2.1

University of Colorado Colorado Springs
PA-10: Investment Disclosure

Status Score Responsible Party
Complete 0.00 / 1.00 Katie Dugan
Director of Investment Accounting
University of Colorado Foundation
"---" indicates that no data was submitted for this field

Does the institution make a snapshot of its investment holdings available to the public?:
Yes

A copy of the investment holdings snapshot:
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The website URL where the holdings snapshot is publicly available:
Percentage of the total investment pool included in the snapshot of investment holdings at each of the following levels of detail:
Percentage (0-100)
Specific funds and/or companies 0
Investment managers and/or basic portfolio composition (i.e. asset classes), but not specific funds or companies 100

Does the institution engage in proxy voting?:
No

Are proxy voting records included in the snapshot of investment holdings?:
No

The website URL where information about the programs or initiatives is available:
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Additional documentation to support the submission:
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Commitment to Openness and Privacy
http://www.cufund.org/about-us/policies-and-agreements/openness-and-privacy/

https://giving.cu.edu/sites/default/files/pdfs/cuf-annual-report-2016-2017.pdf

https://giving.cu.edu/sites/default/files/pdfs/cuf-quarterly-ltip-investment-management-update-fall-2017.pdf

https://giving.cu.edu/sites/default/files/pdfs/investment_policy_benchmark.pdf

The University of Colorado Foundation is committed to upholding and preserving public and private trust, while at the same time protecting the privacy of donors and employees, and the confidentiality of its operational strategies.

Established in 1967, the University of Colorado Foundation is an independent, nonprofit corporation, with its own tax-exempt status under Internal Revenue Code section 501(c)(3), which is separate and apart from the University of Colorado [C.R.S. 23-5-112(3)]. Despite its private status, the CU Foundation openly shares as much information as it can in order to further the public’s understanding of its mission and operations. The Foundation’s Board of Directors adopted a Public Information Disclosure Policy that outlines the wide-ranging materials available for public review. The Foundation’s Board of Directors also adopted a Public Records Policy and Procedure, which describes how the Foundation complies with the Colorado Open Records Act, as amended by HB 1041.

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.