| Overall Rating | Gold - expired |
|---|---|
| Overall Score | 74.42 |
| Liaison | Mary-Lee Townsend |
| Submission Date | Feb. 1, 2018 |
| Executive Letter | Download |
Western University
PA-10: Investment Disclosure
| Status | Score | Responsible Party |
|---|---|---|
|
0.72 / 1.00 |
Connor
Donald Sustainability Coordinator Facilities Management |
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 | 95.40 |
| Investment managers and/or basic portfolio composition (i.e. asset classes), but not specific funds or companies | 4.60 |
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:
4.4 Disclosure
"The University will make available to the university community, upon request, the most
recent list of investments of the Fund (subject to confidentiality agreements with the
underlying managers) as well as the ESG related information it gathers from its external
investment managers, as defined in the Disclosure of Information on UWO Investments
Policy 2.14 of the Board. Responsibilities are divided among P&F, the Investment Committee, which is a sub-committee of P&F, and Western’s Financial Services as noted below. Additional stakeholders involved with the Fund include external investment managers, a custodian, investment consultant and a performance measurement consultant."
Although the snapshot is not available on any website, the document is easily obtainable from members of the Finance department at the University. For this reason, the investment disclosure is available to the public, not only the University community.
4.4 Disclosure
"The University will make available to the university community, upon request, the most
recent list of investments of the Fund (subject to confidentiality agreements with the
underlying managers) as well as the ESG related information it gathers from its external
investment managers, as defined in the Disclosure of Information on UWO Investments
Policy 2.14 of the Board. Responsibilities are divided among P&F, the Investment Committee, which is a sub-committee of P&F, and Western’s Financial Services as noted below. Additional stakeholders involved with the Fund include external investment managers, a custodian, investment consultant and a performance measurement consultant."
Although the snapshot is not available on any website, the document is easily obtainable from members of the Finance department at the University. For this reason, the investment disclosure is available to the public, not only the University community.
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.