Overall Rating Gold - expired
Overall Score 66.41
Liaison Trevor Ledbetter
Submission Date Feb. 10, 2012
Executive Letter Download

STARS v1.0

University of Arizona
PAE-18: Positive Sustainability Investments

Status Score Responsible Party
Complete 0.41 / 9.00 Joseph Abraham
N/A
Office of Sustainability
"---" indicates that no data was submitted for this field

Total value of the investment pool:
520,000,000 US/Canadian $

Value of holdings in sustainable industries, such as renewable energy or sustainable forestry :
5,209,271 US/Canadian $

Value of holdings in businesses selected for exemplary sustainability performances:
0 US/Canadian $

Value of holdings in sustainability investment funds, such as a renewable energy investment fund:
1,931,705 US/Canadian $

Value of holdings in community development financial institutions (CDFIs):
0 US/Canadian $

Value of holdings in socially responsible mutual funds with positive screens:
0 US/Canadian $

A brief description of the companies, funds, and/or institutions referenced above:

The Leuthold Global Clean Technology Fund will generally invest in four clean technology groups ncluding: “Alternative Energy,” Resource Conservation,” “Clean Water,” and “Clean Environment.”Securities are selected based on their expectations for long-term capital appreciation. The Fund may invest in companies of all sizes and industries as well as in “growth” stocks and “value” stocks.

Equity securities are selected on a company-by-company basis primarily through the use of fundamental analysis. The Fund attempts to identify companies for possible investment by analyzing their valuations and growth prospects based on an understanding of their leadership potential, proprietary and technological advantages, financial condition, sales and earnings growth potential, and economic, political and regulatory environment.

The Fund will normally invest at least 40% of its asset in securities from international markets

Technology Partners is an investment company that invests solely in Cleantech, specifically in energy, water, and advanced-materials companies; and Life Sciences, specifically neuromedicine, cost-effective medicine, and consumer medicine.

GMO Renewable Resources is arm of GMO LLC. The Renewable Resources are focuse primarily on the timber market. GMO’s Renewable Resources Division launched the Long Horizons Forestry strategy, which invests in non-traditional species with a 15- to 20-year time horizon.


The website URL where information about the institution’s sustainability investment activities is available:
Data source(s) and notes about the submission:
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