Overall Rating Gold - expired
Overall Score 76.79
Liaison Mike Wilson
Submission Date Jan. 27, 2017
Executive Letter Download

STARS v2.1

University of Victoria
PA-10: Investment Disclosure

Status Score Responsible Party
Complete 1.00 / 1.00 Andrew Coward
Treasurer
Budget Office
"---" indicates that no data was submitted for this field

Does the institution make a snapshot of its investment holdings available to the public?:
Yes

None
A copy of the investment holdings snapshot:
2015-16 Portfolio Holdings.pdf

None
The website URL where the holdings snapshot is publicly available:
https://www.uvic.ca/vpfo/accounting/resources/financial-statements.php

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 100
Investment managers and/or basic portfolio composition (i.e. asset classes), but not specific funds or companies 0

Does the institution engage in proxy voting?:
No

Are proxy voting records included in the snapshot of investment holdings?:
No

Optional Fields 

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:
All of the investment holdings are or will be soon disclosed online. Operating fund holdings are made available upon request and will be posted online starting in fiscal13-14. Foundation holdings are made available at the website below and are available upon request. See: https://www.uvic.ca/vpfo/accounting/resources/financial-statements.php and https://www.uvic.ca/vpfo/accounting/assets/docs/financial/foundationfinancialstatements/2012fdnstatements.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.