| Overall Rating | Silver - expired |
|---|---|
| Overall Score | 54.80 |
| Liaison | Daniel Dixon |
| Submission Date | March 1, 2019 |
| Executive Letter | Download |
University of Maine
PA-10: Investment Disclosure
| Status | Score | Responsible Party |
|---|---|---|
|
0.57 / 1.00 |
Karina
Graeter Sustainability Coordinator Office of Sustainability |
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 | 56.50 |
| Investment managers and/or basic portfolio composition (i.e. asset classes), but not specific funds or companies | 43.50 |
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:
UMaine has investments in two pools. UMaine investments are managed as part of the University of Maine System investments, the UMS Managed Investment Pool. Quarterly investment snapshots of this pool include details on investment holdings in specific funds and/or companies. UMaine investments are also managed by the University of Maine Foundation. Audited financial statements from the UMaine Foundation include asset classes, but not specific funds or companies.
Financial statements from Sept 2017 (UMS) and June 2017 (UMaine Foundation) list total investment pool values of:
UMS: $302,115,811 (56.5%) (source: http://staticweb.maine.edu/wp-content/uploads/2014/02/Meeting-Materials78.pdf?0d0f03)
UMaine Foundation: $232,941,554 (43.5%) (source: https://umainefoundation.org/wp-content/uploads/2014/07/REPORT-2017-2.pdf)
UMaine has investments in two pools. UMaine investments are managed as part of the University of Maine System investments, the UMS Managed Investment Pool. Quarterly investment snapshots of this pool include details on investment holdings in specific funds and/or companies. UMaine investments are also managed by the University of Maine Foundation. Audited financial statements from the UMaine Foundation include asset classes, but not specific funds or companies.
Financial statements from Sept 2017 (UMS) and June 2017 (UMaine Foundation) list total investment pool values of:
UMS: $302,115,811 (56.5%) (source: http://staticweb.maine.edu/wp-content/uploads/2014/02/Meeting-Materials78.pdf?0d0f03)
UMaine Foundation: $232,941,554 (43.5%) (source: https://umainefoundation.org/wp-content/uploads/2014/07/REPORT-2017-2.pdf)
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.