| Overall Rating | Gold - expired |
|---|---|
| Overall Score | 68.81 |
| Liaison | Dave Barbier |
| Submission Date | July 17, 2012 |
| Executive Letter | Download |
University of Wisconsin-Stevens Point
PAE-T2-9: Investment Disclosure
| Status | Score | Responsible Party |
|---|---|---|
|
0.25 / 0.25 |
Shelly
Janowski Sustainability Coordinator Facility Services |
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?:
A brief description of the institution’s investment disclosure practices:
System Trust Funds: Reporting and Communication Standards Reporting Expectations. These reports are to be provided to the Board and the Committee on a routine basis:
*Quarterly Investment Reviews
*Annual Report
*Annual Endowment Peer Benchmarking Report
*Annual Investment Manager Due Diligence Reports
*Annual Proxy Voting Reports
Reports can be found at http://www.wisconsin.edu/tfunds/inv.htm
There are several sources where investment disclosure can be found. In addition, the University of WI Foundation proactively shares investment performance information with agencies for whom the Foundation managers assets (UW-Stevens Point, in this case). Also, information is presented annually to the UWSP Foundation board and entertain questions.
The website URL where information about investment disclosure available:
Data source(s) and notes about the submission:
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.