Overall Rating Silver
Overall Score 45.51
Liaison Mat Thijssen
Submission Date Nov. 6, 2018
Executive Letter Download

STARS v2.1

University of Waterloo
PA-10: Investment Disclosure

Status Score Responsible Party
Complete 0.00 / 1.00 Mat Thijssen
Sustainability Manager
Sustainability 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

A copy of the investment holdings snapshot:
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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 0
Investment managers and/or basic portfolio composition (i.e. asset classes), but not specific funds or companies 96.20

Does the institution engage in proxy voting?:
No

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

The website URL where information about the programs or initiatives is available:
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Additional documentation to support the submission:
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In addition to the Endowment Fund URL listed above, the University of Waterloo also discloses the pension fund holdings through the appropriate Board Committees. The most recent report is available here: https://uwaterloo.ca/secretariat/sites/ca.secretariat/files/uploads/files/pb_2018-02-23_agenda_package_open_v2_1.pdf Waterloo has a small investment trust fund that was set aside with a separate donor, and it is not typically reported publically. The fund compromises approximately 3.8% of the total investment pool.

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.