| Overall Rating | Gold - expired |
|---|---|
| Overall Score | 66.24 |
| Liaison | Justin Mog |
| Submission Date | Feb. 27, 2019 |
| Executive Letter | Download |
University of Louisville
PA-10: Investment Disclosure
| Status | Score | Responsible Party |
|---|---|---|
|
0.26 / 1.00 |
Keith
Sherman Foundation Employee Administration |
Does the institution make a snapshot of its investment holdings available to the public?:
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?:
Are proxy voting records included in the snapshot of investment holdings?:
The website URL where information about the programs or initiatives is available:
Additional documentation to support the submission:
Data source(s) and notes about the submission:
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
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 or simply email your inquiry to stars@aashe.org.