| Overall Rating | Gold - expired |
|---|---|
| Overall Score | 73.90 |
| Liaison | Connie Norton |
| Submission Date | Oct. 5, 2018 |
| Executive Letter | Download |
Simon Fraser University
PA-10: Investment Disclosure
| Status | Score | Responsible Party |
|---|---|---|
|
1.00 / 1.00 |
Alison
Blair Associate Vice-President Finance Office of the Vice-President, Finance and Administration |
Does the institution make a snapshot of its investment holdings available to the public?:
A copy of the investment holdings snapshot:
The website URL where the 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 | 100 |
| Investment managers and/or basic portfolio composition (i.e. asset classes), but not specific funds or companies | 0 |
Does the institution engage in proxy voting?:
Are proxy voting records included in the snapshot of investment holdings?:
The website URL where information about the programs or initiatives is available:
Additional documentation to support the submission:
Data source(s) and notes about the submission:
SFU publishes monthly custodial reports with asset details on its finance publications website. They can be found under "Custodial Statement of Endowment Investments section here: http://www.sfu.ca/finance/publications.html
A copy of the most recent report can be accessed here: https://www.sfu.ca/content/dam/sfu/finance/Publication/CSEI/September%202018.pdf
Additionally SFU's Student Investment Advisory Service (SIAS) Fund and The Beedie Endowment Asset Management (BEAM) Funds also release a snapshot of their investment holdings:
http://beedie.sfu.ca/graduate/msc-finance/sias/
http://beedie.sfu.ca/beam/
SFU delegates proxy voting to external investment managers.
SFU publishes monthly custodial reports with asset details on its finance publications website. They can be found under "Custodial Statement of Endowment Investments section here: http://www.sfu.ca/finance/publications.html
A copy of the most recent report can be accessed here: https://www.sfu.ca/content/dam/sfu/finance/Publication/CSEI/September%202018.pdf
Additionally SFU's Student Investment Advisory Service (SIAS) Fund and The Beedie Endowment Asset Management (BEAM) Funds also release a snapshot of their investment holdings:
http://beedie.sfu.ca/graduate/msc-finance/sias/
http://beedie.sfu.ca/beam/
SFU delegates proxy voting to external investment managers.
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.