|Liaison||Dedee DeLongpre Johnston|
|Submission Date||June 3, 2015|
Wake Forest University
PA-15: Investment Disclosure
Associate Vice President for Finance & Controller
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?:
Wake Forest University requested that AASHE Staff correct a mistake in this reporting field for the reason specified below.Previous Value: Yes
Explanation: Wake Forest University is a private institution not subject to public record laws. The University has engaged an investment management company that must comply with certain regulatory and confidentiality provisions prohibiting it from providing to the public an investment holdings report in either hard copy or electronic delivery. The University is able to review such information with an approved party in person without violating said regulatory and confidentiality regulatory requirements.
The percentage of the total investment pool included in the snapshot of investment holdings:
Wake Forest University requested that AASHE Staff correct a mistake in this reporting field for the reason specified below.Previous Value: 100 None
Explanation: We amended our response from "yes" to "no."
A copy of the investment holdings snapshot:
The website URL where the holdings snapshot is publicly available:
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.