Overall Rating Silver - expired
Overall Score 58.51
Liaison Aimee Lemrise
Submission Date Nov. 23, 2016
Executive Letter Download

STARS v2.0

Southern Illinois University Carbondale
PA-15: Investment Disclosure

Status Score Responsible Party
Complete 1.00 / 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?:
Yes

The percentage of the total investment pool included in the snapshot of investment holdings:
100

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:

Attached is Southern Illinois University system’s new and improved Quarterly Investment Report that includes information on 100% of the University’s investments. Page 3 shows total market value and book value of our investment portfolio. Page 4 provides the returns for each investment category. Page 6 and Page 7 are new pages that list each individual investment security that SIU holds. This information is reported to our Board of Trustees and posted on our website quarterly. This report can also be found here: http://vpfinance.siu.edu/cireports.htm.
The investment holdings are for the SIU System and not specific to the Carbondale campus.

In addition, our SIU Carbondale Foundation has their own investment portfolio. Their report can be accessed at the link below.
http://www.siuf.org/financial/investmentperformancedetail.pdf

Additional website/resource: http://vpfinance.siu.edu/pubfund.htm


Attached is Southern Illinois University system’s new and improved Quarterly Investment Report that includes information on 100% of the University’s investments. Page 3 shows total market value and book value of our investment portfolio. Page 4 provides the returns for each investment category. Page 6 and Page 7 are new pages that list each individual investment security that SIU holds. This information is reported to our Board of Trustees and posted on our website quarterly. This report can also be found here: http://vpfinance.siu.edu/cireports.htm.
The investment holdings are for the SIU System and not specific to the Carbondale campus.

In addition, our SIU Carbondale Foundation has their own investment portfolio. Their report can be accessed at the link below.
http://www.siuf.org/financial/investmentperformancedetail.pdf

Additional website/resource: http://vpfinance.siu.edu/pubfund.htm

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.