Overall Rating Bronze - expired
Overall Score 40.28
Liaison Jamie Greiner
Submission Date April 27, 2011
Executive Letter Download

STARS v1.0

University of Mount Union
PAE-18: Positive Sustainability Investments

Status Score Responsible Party
Complete 0.32 / 9.00 Patrick Heddleston
Vice President for Business Affairs and Treasurer
Business Office
"---" indicates that no data was submitted for this field

Total value of the investment pool:
85,000,000 US/Canadian $

Value of holdings in sustainable industries, such as renewable energy or sustainable forestry :
0 US/Canadian $

Value of holdings in businesses selected for exemplary sustainability performances:
0 US/Canadian $

Value of holdings in sustainability investment funds, such as a renewable energy investment fund:
900,000 US/Canadian $

Value of holdings in community development financial institutions (CDFIs):
0 US/Canadian $

Value of holdings in socially responsible mutual funds with positive screens:
0 US/Canadian $

A brief description of the companies, funds, and/or institutions referenced above:

We have contacted all of our investment managers and reviewed our existing holdings and we have determined that the Mount Union endowment does invest in companies that meet criteria for this credit; although, we do not have any investments in a sustainability fund. We have owned investments in the past three years that are held with sustainable industries such as renewable energy firms. However, most of our investments would not be direct investments that would be readily recognizable as meeting the criteria. Our research shows that slighlty over 1% of our portfolio would meet the criteria.

The website URL where information about the institution’s sustainability investment activities is available:

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.