Overall Rating Gold - expired
Overall Score 65.74
Liaison Tavey Capps
Submission Date Jan. 31, 2011
Executive Letter Download

STARS v1.0

Duke University
Tier2-3: Socially Responsible Retirement Plan

Status Score Responsible Party
Complete 0.25 / 0.25 Tavey Capps
Environmental Sustainability Director
Office of the Executive Vice President
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Does the institution offer a socially responsible investment option for retirement plans?:
Yes

A brief description of the socially responsible investment option for retirement plans:

Two of Duke’s retirement vendors, Valic and TIAA-CREF, offer mutual fund options specifically designated as “socially conscious” funds. Faculty and staff can designate investments in their retirement accounts to any of four different socially conscious options, including: Social Choice (TIAA-CREF), Social Choice Equity (TIAA-CREF), Global Social Awareness Fund (Valic), or the Socially Responsible Fund (Valic).

These funds and the “Social Conscious” mutual fund class designation can be found in the respective vendor prospectus or the spreadsheet for the latest investment performance available at the following website: http://www.hr.duke.edu/benefits/retirement/performance/index.php


The website URL where information about the program, policy, or practice is available:
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Data source(s) and notes about the submission:
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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.