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Report Card 2011

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Endowment Transparency

This list of Endowment Transparency Leaders is comprised of the schools that earned "A" grades in this category. Below is a list of 10 very different institutions that all qualified for the list. These summaries are based on data from each school's profile page.

 

Berry College  makes a list of all holdings available to all members of the school community, including faculty, staff, students, and alumni, and sends the information upon request. A list of votes cast on proxy resolutions on a company-specific level, including the number of shares, is accessible to the public and sent upon request.

 

The  University of British Columbia makes a list of asset allocation, external managers, mutual funds, equity holdings, fixed-income holdings, and cash holdings available online to the public. A list of votes cast on proxy resolutions on a company-specific level is accessible to the public at the investment office.

 

The  Colorado State University Foundation makes a list of all holdings available online to the public per open records law. A list of votes cast on proxy resolutions on a company-specific level is also available to the public per open records law and is sent upon request.

 

The  University of Houston makes a list of all holdings available online to the general public per open records law. A list of votes cast on proxy resolutions, only by category, is sent upon request to the general public.

 

Loyola University Chicago  makes a list of all holdings available to trustees and senior administrators and sends the information upon request. A list of votes cast on proxy resolutions on a company-specific level, including the number of shares, is accessible to the public online.

 

Michigan State University  makes a list of all holdings available online to the general public per open records law. A list of votes cast on proxy resolutions by category is also available to the public and sent upon request.

 

Ohio University  and the Ohio University Foundation make a list of all holdings available to the public at the investment office per open records law. A list of votes cast on proxy resolutions on a company-specific level is sent to the public upon request per open records law.

 

At the University of San Francisco , a list of all endowment holdings, as well as a list of votes cast on proxy resolutions on a company-specific level, including the number of shares, is made available to all members of the school community. This information is sent upon request.

 

The  University of Saskatchewan makes a list of all holdings, as well as a list of votes cast on proxy resolutions on a company-specific level, available at the investment office to all members of the school community, including, faculty, staff, students, and alumni.

 

Skidmore College  makes a list of all holdings, as well as a list of votes cast on proxy resolutions on a company-specific level, including the number of shares, available at the investment office to all members of the school community.

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