| Overall Rating | Platinum |
|---|---|
| Overall Score | 88.13 |
| Liaison | Tonie Miyamoto |
| Submission Date | Nov. 7, 2022 |
Colorado State University
PA-11: Investment Disclosure
| Status | Score | Responsible Party |
|---|---|---|
|
0.34 / 1.00 |
Tonie
Miyamoto Director of Communications and Sustainability Housing and Dining Services |
"---"
indicates that no data was submitted for this field
Does the institution make a snapshot of its investment holdings available to the public?:
Yes
None
A copy of the investment holdings snapshot:
Website URL where the investment 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 | 45.70 |
| Investment managers and/or basic portfolio composition (i.e. asset classes), but not specific funds or companies | 54.30 |
Does the institution engage in proxy voting?:
Yes
Are proxy voting records included in the snapshot of investment holdings?:
No
Optional Fields
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Additional documentation to support the submission:
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Data source(s) and notes about the submission:
As a public state institution, Colorado State University has investments with both the Colorado State Treasury Department and the CSU Foundation.
The Colorado Treasury Department is responsible for investing most of the state's cash and managing the related investments. Currently, the Department manages more than $18 billion in more than 750 funds. For efficiency and in order to increase investment yield, most of the monies from the General Fund, state agencies, and political subdivisions of the state are pooled for investment purposes (this includes Colorado State University). Some funds are managed separately under distinct investment policies. A detailed listing of the investments held by the State Treasury is included in the PDF loaded here and can be viewed publicly under Treasury Pool Detail at: https://www.colorado.gov/pacific/treasury/investment-portfolio
The CSU Foundation makes an Investment Holdings Snapshot that includes asset allocations publicly available at https://foundation.colostate.edu/public-information/ (select CSUF Investment Holdings).
The figures here are intentionally different from the figures reported in PA10 as this is a big picture snapshot of all holdings whereas PA10, per the STARS manual, reflects "The predominant asset pool or grouping of assets that is organized primarily to support the institution and reflect its investment policies."
The Colorado Treasury Department is responsible for investing most of the state's cash and managing the related investments. Currently, the Department manages more than $18 billion in more than 750 funds. For efficiency and in order to increase investment yield, most of the monies from the General Fund, state agencies, and political subdivisions of the state are pooled for investment purposes (this includes Colorado State University). Some funds are managed separately under distinct investment policies. A detailed listing of the investments held by the State Treasury is included in the PDF loaded here and can be viewed publicly under Treasury Pool Detail at: https://www.colorado.gov/pacific/treasury/investment-portfolio
The CSU Foundation makes an Investment Holdings Snapshot that includes asset allocations publicly available at https://foundation.colostate.edu/public-information/ (select CSUF Investment Holdings).
The figures here are intentionally different from the figures reported in PA10 as this is a big picture snapshot of all holdings whereas PA10, per the STARS manual, reflects "The predominant asset pool or grouping of assets that is organized primarily to support the institution and reflect its investment policies."
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.