| Overall Rating | Gold |
|---|---|
| Overall Score | 78.59 |
| Liaison | Beverley Ayeni |
| Submission Date | March 1, 2024 |
University of Toronto Mississauga
PA-11: Investment Disclosure
| Status | Score | Responsible Party |
|---|---|---|
|
0.00 / 1.00 |
Minali
Giani Sustainability Intern Facilities Management and Planning |
Does the institution make a snapshot of its investment holdings available to the public?:
A copy of the investment holdings snapshot:
Website URL where the investment 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 | 100 |
Does the institution engage in proxy voting?:
Are proxy voting records included in the snapshot of investment holdings?:
Website URL where information about the institution’s investment pool is available:
Additional documentation to support the submission:
Data source(s) and notes about the submission:
Investments are typically made in commingled pooled funds of third-party investment managers identified by University of Toronto Asset Management Corporation (“UTAM”) for both the long-term capital appreciation pool (“LTCAP”) and the expendable funds investment pool (“EFIP”), although there are small number of segregated account mandates in EFIP. Such investments and their underlying holdings are not publicly disclosed due to confidentiality conditions imposed by investment managers of their holdings, although the third-party investment managers currently under contract are listed here, https://www.utam.utoronto.ca/investing/current-investment-managers/
In its annual financial reports, the University reports investments at an aggregate level into the categories identified in the response to question 2.
Investments are typically made in commingled pooled funds of third-party investment managers identified by University of Toronto Asset Management Corporation (“UTAM”) for both the long-term capital appreciation pool (“LTCAP”) and the expendable funds investment pool (“EFIP”), although there are small number of segregated account mandates in EFIP. Such investments and their underlying holdings are not publicly disclosed due to confidentiality conditions imposed by investment managers of their holdings, although the third-party investment managers currently under contract are listed here, https://www.utam.utoronto.ca/investing/current-investment-managers/
In its annual financial reports, the University reports investments at an aggregate level into the categories identified in the response to question 2.
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.