Overall Rating Gold
Overall Score 67.68
Liaison John Gardner
Submission Date May 31, 2016
Executive Letter Download

STARS v2.0

University of Wisconsin-Milwaukee
PA-15: Investment Disclosure

Status Score Responsible Party
Complete 1.00 / 1.00 John Gardner
Sustainability Planning & Policy Analyst
Office of Sustainability
"---" indicates that no data was submitted for this field

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

The percentage of the total investment pool included in the snapshot of investment holdings:
100

A copy of the investment holdings snapshot:
The website URL where the holdings snapshot is publicly available:

The University of Wisconsin system discloses investment holdings on its website (listed above) as well as season reviews, asset allocation histories, and annual trust reports. The Socially Responsible Investing section includes an Annual Proxy Policy Review, Annual Proxy Season Review, and Annual Proxy Voting Review.
In addition, the UWM Foundation Inc. and Affiliates provide Consolidated Financial Statements and Supplementary Information each Fiscal Year (Form 990), which can be found at: http://uwmfdn.org/Financial-Reports.aspx. The Foundation’s investments are held in bank-administered trust funds. Management has granted the investment managers discretionary authority over investment decisions based on the Foundation’s investment policy. Information regarding assets measured at fair value on a recurring basis as of June 30, 2015 can be found on page 33 of the FY15 Consolidated Financial Statements for money market funds, fixed-income mutual funds, fixed income securities, equity mutual funds, exchange-traded funds, common and preferred stock, and limited partnership interests.

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.