This metric is looking for the value ($) of the institution's holdings in businesses selected for exemplary sustainability performance:

For WikiRate researchers:

Institutions who report to the STARS program are listed on the STARS Participants & Reports website.

• Use the institution Index, CTRL F, or Command F to search for the institution you want to research

• By clicking on the hyperlinked name of the institution, you will be redirected to the page where all their STARS reports are listed. You can select either the most recent report, or one of the older reports to start tracking their performance over time.

  NB: While the values in the reports might apply to different points in time (performance year, baseline year, most recent, etc.), the submission date of the report should be listed as the “year” on WikiRate. This is to ensure that reports of the same submission year can be compared. Any time specific information for the individual values should be included in the comment to that specific metric value.

• To narrow down your search, navigate the reports’ index using the Reporting Category - Planning & Administration - and Credit Category - Investment - to finally select the Credit Title: Sustainable Investment.

• You should now be on the report page that discloses the value ($) of the institution's holdings in businesses selected for exemplary sustainability performance. To locate the exact value you can search the page using CTRL F or Command F with keywords like exemplary sustainability, investment, and holdings in businesses.

• Always check the metric question and methodology for the unit of measure or currency - researchers may need to carry out calculations or conversions before entering the final metric value

• Add comments to include details of simple or complex calculations or conversions made to determine the metric value and document any relevant contextual information, like:

  • a brief description of the companies, funds, and/or institutions. Specific disclosure of holdings (e.g., fund or company names) is not required; general information about the industries or fund types represented by the holdings is sufficient

Further guidance on how to research values is available here, including detailed guidance on adding, editing and checking metric values.

STARS compliance guidance for institutions:

Timeframe
Institutions should report on current policies and actions taken within the three years prior to the anticipated date of submission.

Sampling and Data Standards
Option 1
Report on a snapshot of the entire investment portfolio. Reporting on a sample of the endowment or a special fund of the endowment is not allowed for this credit. Institutions should strive to report on a representative snapshot. Institutions for which investments are handled by the university system, a separate foundation of the institution and/or a management company contracted by the institution should report on the combined activities of those entities to the extent possible and document any anomalies under “Notes about the submission”.

Option 2
Institutions for which investments are handled by the university system, a separate foundation of the institution and/or a management company contracted by the institution should report on the combined activities of those entities.

Businesses selected for exemplary sustainability performance (e.g., using criteria specified in a sustainable investment policy). This includes investments made, at least in part, because of a company's social or environmental performance. Existing stock in a company that happens to have socially or environmentally responsible practices should not be included unless the investment decision was based, at least in part, on the company's sustainability performance.