Overall Rating Gold - expired
Overall Score 65.19
Liaison Justin Mog
Submission Date Feb. 13, 2016
Executive Letter Download

STARS v2.0

University of Louisville
PA-15: Investment Disclosure

Status Score Responsible Party
Complete 0.83 / 1.00 Michael Kramer
[former] Dir. of Investments
Foundation
"---" 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

The percentage of the total investment pool included in the snapshot of investment holdings:
83

A copy of the investment holdings snapshot:
The website URL where the holdings snapshot is publicly available:
Data source(s) and notes about the submission:

Links to also download snapshots of the UofL Foundation's Hedge Fund holdings and Fixed Income holdings are available at http://louisville.edu/sustainability/finance-outreach/investments.html. Together with the Publicly-Traded holdings snapshot, this accounts for approximately 83% of all endowment assets. That’s about as close as we can get. Most of the other holdings are private assets.


Links to also download snapshots of the UofL Foundation's Hedge Fund holdings and Fixed Income holdings are available at http://louisville.edu/sustainability/finance-outreach/investments.html. Together with the Publicly-Traded holdings snapshot, this accounts for approximately 83% of all endowment assets. That’s about as close as we can get. Most of the other holdings are private assets.

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.