Overall Rating Gold
Overall Score 66.24
Liaison Justin Mog
Submission Date Feb. 27, 2019
Executive Letter Download

STARS v2.1

University of Louisville
PA-10: Investment Disclosure

Status Score Responsible Party
Complete 0.26 / 1.00 Keith Sherman
Foundation Employee
Administration
"---" 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:
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 34.50
Investment managers and/or basic portfolio composition (i.e. asset classes), but not specific funds or companies 34.50

Does the institution engage in proxy voting?:
Yes

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

The website URL where information about the programs or initiatives is available:
Additional documentation to support the submission:
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UofL's investments are managed not by the university directly, but by the UofL Foundation.

Our most recent investment holdings snapshot represents data as of June 30th, 2018. It is provided by our account manager, Cambridge Associates. This data represents all holdings at the reported-manager level. These managers' market values represent ~34.5% of all Cambridge Associates-Advised Endowment Assets and ~70.3% of all long-only managers in the portfolio.

Links to also download prior year's snapshots of the UofL Foundation's holdings (including Hedge Fund holdings and Fixed Income holdings) are available at http://louisville.edu/sustainability/finance-outreach/investments

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.