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With the publication of the
College
Sustainability
Report
Card
2011, more than 1,100 school survey responses from over 300 institutions are now available online. In total, these
surveys
offer more than 10,000 pages of data collected from colleges and universities during the
summer
of
2010
. To access surveys from other schools, go to the
surveys section
of the website. To see grades, or to access additional surveys submitted by this school, please click the "Back to Report Card" link at the beginning or end of the survey.
School name:
Wake Forest University
Date submitted:
July 22, 2010
For each question, please choose the response that best represents the endowment policies at your institution. If you cannot find information for a particular question, please leave that question blank.
1) How does your school handle proxy voting on environmental, social, and governance issues? Check all that apply.
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Environmental and Social Resolutions
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Corporate Governance
Resolutions
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We do not have the ability to vote proxies, as the entire equity holdings of the endowment are invested in mutual funds (e.g. CommonFund, Fidelity, Vanguard).
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We ask that our investment managers handle the details of proxy voting.
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[X]
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[X]
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We provide our investment managers with general guidelines that determine our proxy votes.
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We provide our investment managers with specific guidelines that determine our proxy votes.
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A member of our school administration determines our proxy votes.
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A committee of administrators and/or trustees deliberates and makes decisions on proxy votes.
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A committee that includes student representatives deliberates and makes recommendations or decisions on proxy votes.
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School community feedback is incorporated into proxy voting decisions through town hall meetings or a website.
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If you provide investment managers with specific corporate governance, environmental, or social guidelines, please attach them or provide a URL below:
If your school has a committee that offers recommendations or makes decisions on proxy voting, please provide information below.
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Name of committee
:
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Number of meetings held since August 2009
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Name of chair(s)
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Position of chair (e.g., administrator, faculty, staff, student):
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To whom does the committee report (e.g., Trustee Committee, President, Vice President):
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Number of administrators on committee:
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Number of alumni on committee:
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Number of faculty on committee:
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Number of staff on committee:
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Number of students on committee:
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Number of trustees on committee:
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Total number of committee members:
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2) Please indicate what information about proxy voting records is made available to each of the groups listed.
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Information made available
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Trustees
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Information is not made available
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Senior administrators and select individuals
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Information is not made available
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All members of the school community
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Information is not made available
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The public per open records law
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Information is not made available
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The general public
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Information is not made available
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3) Where is information about proxy voting records made available to the school community and general public?
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Where information is made available
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School community
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Environmental and social resolutions
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Information is not made available
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Corporate governance resolutions
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Information is not made available
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General public
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Environmental and social resolutions
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Information is not made available
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Corporate governance resolutions
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Information is not made available
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4) Please indicate what information about endowment holdings is made available to each of the groups listed.
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Trustees
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Senior administrators and select individuals
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Entire school community
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General public per open records law
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General public
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No information made available
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Asset allocation
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[X]
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[X]
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[X]
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List of external managers
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List of mutual funds
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Equity holdings
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Fixed income holdings
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Real estate holdings
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Hedge fund holdings
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Private equity holdings
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Venture capital holdings
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Natural resource holdings
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Cash
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Other holdings (specify below)
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All holdings
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[X]
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[X]
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Please specify other holdings, if any.
5) Please indicate where information about endowment holdings is made available to the school community and the general public.
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Where information is made available
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School community
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Information is available at the investment office or similar office on campus
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General public
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Information is not made available
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6) Is your school currently invested and/or exploring investment in any of the following areas? Please check all that apply.
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Currently
invested
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Exploring
investment
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Renewable energy funds or similar investment vehicles
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[X]
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On-campus energy and/or water efficiency projects through the endowment (as an investment and not a payout)
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[X]
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Community development financial institutions or community development loan funds
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7) Does your school have any investment policy provisions, or use any investment managers, that consider environmental/sustainability factors?
If so, or if currently under consideration, please describe below.
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Yes
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Description:
Our forestry managers follow industry sustainability standards/
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8) Does your school offer donors the option of directing gifts to an investment fund that considers environmental/sustainability factors?
If so, or if currently under consideration, please describe below.
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underconsideration
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Description:
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9) Please provide total endowment market value as of the following dates:
Please provide the endowment market value rather than the endowment book value.
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Total endowment value
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June 30, 2009
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$866,213,000
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September 30, 2009
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$915,159,000
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December 31, 2009
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$935,186,000
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March 31, 2010
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$935,207,000
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June 30, 2010
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