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Report Card 2010

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Endowment Transparency

The list of Endowment Transparency Leaders is comprised of 39 schools that earned “A” grades in this category. Below is a sample of ten very different institutions that all earned high marks. These summaries are based on data from each school’s profile page.

 

Carleton College  makes a list of all holdings available online to trustees, senior administrators, and other select members of the school community. Equity holdings information is available to the public. A list of votes cast on proxy resolutions on a company-specific level is accessible online to the public.

The  University of Dayton makes all information about endowment holdings available to the public upon request. A list of votes cast on proxy resolutions on a company-specific level is available to all members of the school community on a password-protected website.

Queen's University  makes a list of all holdings available to the public per open record law and sends the information upon request. A list of votes cast on proxy resolutions on a company-specific level is sent upon request to the public per open record law.

The  University of Michigan makes a list of external managers, mutual funds, equity holdings, and fixed-income holdings available to the public and sends the information upon request. Votes cast on proxy resolutions on a company-specific level, including the number of shares, are sent upon request to the public as per open record law.

Ohio State University  makes a list of all endowment holdings and a list of votes cast on proxy resolutions on a company-specific level, including the number of shares, available to the public by request, as per open record law.

St. Olaf College  makes a list of endowment holdings and shareholder voting records primarily available to the school community, but also to the public. This information is available at the investment office.

The  Texas A&M University Foundation makes information on endowment holdings available only to trustees and senior administrators. The foundation does not make public a list of votes cast on proxy resolutions. The university makes a list of endowment holdings and proxy voting records available to the public by request, as per open record law.

Union College  makes a list of all holdings available to the public at the investment office. A list of votes cast on proxy resolutions on a company-specific level is accessible by the public and is found at the investment office.

The  University of Western Ontario aims to optimize investment return and does not invest in renewable energy funds or community development loan funds. Active managers report on the use of environmental, social, and governance factors as part of their investment decision process.

As per open record law,  York University makes a list of external fund managers and some endowment holdings available to the public online. Votes cast on proxy resolutions on a company-specific level are also made available to the public, as per open record law, and are sent to individuals upon request.
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