Overall Rating Gold - expired
Overall Score 67.29
Liaison Jennifer Andrews
Submission Date Aug. 2, 2011
Executive Letter Download

STARS v1.0

University of New Hampshire
Tier2-3: Investment Disclosure

Status Score Responsible Party
Complete 0.25 / 0.25 Kim Roundy
VP & Treasurer
UNH Foundation
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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

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A brief description of the institution’s investment disclosure practices:
Yes. UNH Foundation endowment holdings, with a breakdown by asset allocation and performance, are available to the public via the UNH Foundation website at foundation.unh.edu. Records are available to the public upon request; information is provided in person at the UNH Foundation, Inc., Elliott Alumni Center location on the UNH Durham campus, and online. Online information can be found at: http://www.foundation.unh.edu/about/annualreport.html http://www.foundation.unh.edu/about/investment.html http://www.foundation.unh.edu/images/UNHF_HonorRoll_08.pdf The University System of New Hampshire (USNH) also produces a report that summarizes the asset allocation (listing all the various mutual funds within each category) and performance over the prior year for both the USNH-held funds and the UNH Foundation-held funds. Reports are accessible via the USNH and UNH websites.

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The website URL where information about investment disclosure available:
Data source(s) and notes about the submission:
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