Overall Rating Gold - expired
Overall Score 70.82
Liaison Rochelle Owen
Submission Date Jan. 7, 2015
Executive Letter Download

STARS v2.0

Dalhousie University
PA-15: Investment Disclosure

Status Score Responsible Party
Complete 0.00 / 1.00
"---" 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?:
No

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

A copy of the investment holdings snapshot:
---

The website URL where the holdings snapshot is publicly available:
---

Data source(s) and notes about the submission:

Presently, Dalhousie does not make investment holdings public. There is discussion at the Board investment committee about the topic. Some information about Endowment Fund Managers and asset class investments are publically available in the annual report. The Board has committed in the future to publically report on holdings in publically traded companies, both directly held and those indirectly held in comingled funds.

http://www.dal.ca/content/dam/dalhousie/pdf/dept/pension/Jun14%20BoG%20-%20IC%20Annual%20Report.pdf


Presently, Dalhousie does not make investment holdings public. There is discussion at the Board investment committee about the topic. Some information about Endowment Fund Managers and asset class investments are publically available in the annual report. The Board has committed in the future to publically report on holdings in publically traded companies, both directly held and those indirectly held in comingled funds.

http://www.dal.ca/content/dam/dalhousie/pdf/dept/pension/Jun14%20BoG%20-%20IC%20Annual%20Report.pdf

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.