| Overall Rating | Gold - expired |
|---|---|
| Overall Score | 66.27 |
| Liaison | Katie Maynard |
| Submission Date | May 9, 2012 |
| Executive Letter | Download |
University of California, Santa Barbara
SD-14: Endowment
| Status | Score | Responsible Party |
|---|---|---|
|
N/A |
Katie
Maynard Sustainability Coordinator Geography & Sustainability |
The institution's total endowment market value as of the close of the most recent fiscal year:
Date as of:
Does the institution offer donors the option of directing gifts to an investment fund that considers environmental/sustainability factors?:
If yes, or if currently under consideration, provide a brief description:
Has the institution made investments in on-campus energy and/or water efficiency projects through the endowment (as an endowment investment and not a payout or using operating budget funds):
Size of capital commitments made within past 3 years:
Provide a brief description:
Does institution lack the ability to vote proxies on environmental and social resolutions, as the entire equity holdings of the endowment are invested in mutual funds (e.g. CommonFund, Fidelity, Vanguard)?:
Does the institution lack the ability to vote proxies on corporate governance resolutions, as the entire equity holdings of the endowment are invested in mutual funds (e.g. CommonFund, Fidelity, Vanguard)?:
Do investment managers handle the details of proxy voting on environmental and social resolutions?:
Do investment managers handle the details of proxy voting on corporate governance resolutions?:
Are investment managers provided with general guidelines that determine proxy votes on environmental and social resolutions?:
Are investment managers provided with general guidelines that determine proxy votes on corporate governance resolutions?:
Are investment managers provided with specific guidelines that determine proxy votes on environmental and social resolutions?:
Are investment managers provided with specific guidelines that determine proxy votes on corporate governance resolutions?:
Does a single administrator determine proxy votes on environmental and social resolutions?:
Does a single administrator determines proxy votes on corporate governance resolutions?:
Does a committee of administrators and/or trustees deliberate and make decisions on proxy votes on environmental and social resolutions?:
Does a committee of administrators and/or trustees deliberate and make decisions on proxy votes on corporate governance resolutions?:
Does a committee that includes student representatives deliberate and make recommendations or decisions on proxy votes on enviromental and social resolutions?:
Does a committee that includes student representatives deliberate and make recommendations or decisions on proxy votes on corporate governance resolutions?:
Is institution community feedback incorporated into proxy voting decisions on environmental and social resolutions through town hall meetings or a website?:
Is institution community feedback incorporated into proxy voting decisions on corporate governance resolutions through town hall meetings or a website?:
Data source(s) and notes about the submission:
The $118,216,000 value provided was as of 6/30/11 and reflects only the Foundation.
The UC Regents endowment benefiting UCSB is another $93,227,000.
So the Total Endowment for UCSB is $211,433,000
Most of our investments are in products where you are investing in a total portfolio and not specific stocks per se. These include three mutual funds that are geared towards institutional investors (high minimums), a large number of "fund-of-fund" structures in the arena of alternative investments, and a number of Equity Index Funds that are ETFs (exchange traded funds). In all of these cases, we do not hold specific stocks but, rather, shares of the total fund. This represents about 73% of our portfolio.
The $118,216,000 value provided was as of 6/30/11 and reflects only the Foundation.
The UC Regents endowment benefiting UCSB is another $93,227,000.
So the Total Endowment for UCSB is $211,433,000
Most of our investments are in products where you are investing in a total portfolio and not specific stocks per se. These include three mutual funds that are geared towards institutional investors (high minimums), a large number of "fund-of-fund" structures in the arena of alternative investments, and a number of Equity Index Funds that are ETFs (exchange traded funds). In all of these cases, we do not hold specific stocks but, rather, shares of the total fund. This represents about 73% of our portfolio.
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.