University of Rochester
PA-15: Investment Disclosure

Institution makes a snapshot of its investment holdings available to the public, including the amount invested in each fund and/or company and proxy voting records. The snapshot of holdings is updated at least once per year. 

Institutions for which investments are handled by the university system, a separate foundation of the institution and/or a management company contracted by the institution should report on the combined activities of those entities. 

This credit applies to all institutions that have an investment pool.

Institutions earn the maximum of 1 point available for this credit by making a snapshot of its entire investment holdings publicly available. Incremental points are available based on the percentage of the investment pool included in the snapshot. For example, an institution that made a snapshot of 50 percent of its total investment pool publicly available would earn 0.5 points (half of the points available for this credit). 

See scoring table in the STARS Technical Manual.

Timeframe

Report on the current holdings (i.e. most recent snapshot available). 

Sampling and Data Standards

Institutions should strive to report on a representative snapshot. Institutions for which investments are handled by the university system, a separate foundation of the institution and/or a management company contracted by the institution should report on the combined activities of those entities. Document any anomalies under “Notes about the submission”.