| Overall Rating | Gold - expired |
|---|---|
| Overall Score | 83.26 |
| Liaison | Megan Litke |
| Submission Date | Feb. 12, 2014 |
| Executive Letter | Download |
American University
PAE-T2-6: Socially Responsible Retirement Plan
| Status | Score | Responsible Party |
|---|---|---|
|
0.25 / 0.25 |
Joshua
Kaplan Sustainability Outreach Specialist Office of Sustainability |
Does the institution offer a socially responsible investment option for retirement plans?:
A brief description of the socially responsible investment option for retirement plans:
The University provides the option for employees to enroll in TIAA-CREF and/or Fidelity Investments. Both plans have options for socially responsible investing:
TIAA-CREF:
- Social Choice Equity Fund (012): "investing in companies whose activities are consistent with the funds' social criteria."
Fidelity:
Provides the option to invest in many "specialty funds" including a "Select Environment and Alternative Energy Portfolio" "Investing primarily in companies engaged in business activities related to alternative and renewable energy, energy efficiency, pollution control, water infrastructure, waste and recycling technologies, or other environmental support services. Normally investing at least 80% of assets in securities of companies principally engaged in these activities. Normally investing primarily in common stocks. Investing in domestic and foreign issuers."
The website URL where information about the program, policy, or practice is available:
Data source(s) and notes about the submission:
Link to TIAA-CREF socially responsible investing https://www.tiaa-cref.org/public/pdf/sri_brochure.pdf
Link to Fidelity's Select Environment and Alternative Energy Portfolio: https://fundresearch.fidelity.com/mutual-funds/summary/316390574
Link to TIAA-CREF socially responsible investing https://www.tiaa-cref.org/public/pdf/sri_brochure.pdf
Link to Fidelity's Select Environment and Alternative Energy Portfolio: https://fundresearch.fidelity.com/mutual-funds/summary/316390574
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.