| Overall Rating | Reporter - expired |
|---|---|
| Overall Score | |
| Liaison | Patrick McKee |
| Submission Date | April 15, 2013 |
| Executive Letter | Download |
University of Connecticut
PAE-18: Positive Sustainability Investments
| Status | Score | Responsible Party |
|---|---|---|
|
Reporter |
Laura
Dunn Sustainability Coordinator Office of Environmental Policy |
Total value of the investment pool:
Value of holdings in sustainable industries, such as renewable energy or sustainable forestry :
Value of holdings in businesses selected for exemplary sustainability performances:
Value of holdings in sustainability investment funds, such as a renewable energy investment fund:
Value of holdings in community development financial institutions (CDFIs):
Value of holdings in socially responsible mutual funds with positive screens:
A brief description of the companies, funds, and/or institutions referenced above:
Foundation response:
The Natural Resources portion of the portfolio has $4.3 million commitment in sustainable forestry. The fund also holds a $2.6 million commitment to an energy fund with 10% allocated to renewable technology. Other positive sustainability investments including businesses selected for exemplary sustainable performances or social impact bonds may be held in comingled equity and fixed income allocations but the value of these investments is unknown.
FY 2012 Portfolio Allocation is comprised of the following:
Global Equities: 35%
Private Capital: 16%
Real Estate: 7%
Relative Value: 6%
Global Macro: 3%
Opportunistic Strategies: 5%
HY Bonds: 4%
Natural Resources: 8%
TIPS: 5%
Investment Grade Bonds: 8%
Cash: 3%
The website URL where information about the institution’s sustainability investment activities is available:
Data source(s) and notes about the submission:
Exact financials are confidential and held by fund managers at the foundation. Information was sought through external collaboration.
Exact financials are confidential and held by fund managers at the foundation. Information was sought through external collaboration.
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.