In This Article
- Frequently Asked Questions
- Templates & Tools
- Example Responses
- Common Issues Identified During Review
- Additional Resources
For details about this credit, including the criteria, reporting timeframe, applicability, scoring, and more, please review the full credit language.
No, the investment disclosure must provide the amount invested in each fund and/or company, and it must be updated annually. It is not sufficient to provide a financial summary that provides aggregated investment information.
No, it is not sufficient to do a one-time disclosure that is not annually updated.
Yes, the intent of this credit is to recognize institutions that regularly make their investment holdings publicly available. The transparency ensured by public disclosure acts as an important accountability mechanism and as a learning tool for students and other stakeholders.
- Simon Fraser University – Disclosure protocol goes above and beyond by providing a monthly (rather than annual) disclosure. Monthly disclosure document is uploaded and links for other recent disclosure data provided in Notes field.
- University of Texas Rio Grande Valley – Comprehensive responses and direct access to the annual disclose (PDF). Demonstrates an institution that engages in proxy voting but does not include this in their disclosure.
- University of Victoria – Disclosure document provides sufficient detail and includes original cost as well as market value.
- The investment disclosure must provide the amount invested in each fund and/or company, and it must be updated annually. It is not sufficient to provide a financial summary that provides aggregated investment information. It is not sufficient to do a one-time disclosure that is not annually updated.
- Integrating Environmental, Social and Governance Issues Into Institutional Investment: A Handbook for Colleges and Universities (see p.22)
- Resources related to investment and finance in AASHE’s Campus Sustainability Hub