Indiana University Bloomington
Tier2-3: Socially Responsible Retirement Plan

The IU Retirement Plan offers Social Screened Funds through TIAA CREF, known as the Social Choice fund. From the TIAA CREF website: "Socially Responsible Investing: Social Screening TIAA-CREF offers comprehensively screened investment portfolios, which seek to provide competitive returns that are aligned with investors’ values by giving special consideration to companies’ environmental, social and governance (ESG) records. Our socially screened investment products include: -The CREF Social Choice Account, a variable annuity account -The TIAA-CREF Social Choice Equity Fund, a mutual fund -Responsible investing along with financial returns are top priorities for our participants,1 and through our social screening process, we are able to offer them the opportunity to align their social values with competitive long-term investment returns. In choosing stocks and corporate bonds for our socially screened portfolios, we use screening criteria implemented by KLD Research & Analytics, Inc. (KLD), an independent provider of social research specializing in environmental, social and governmental (ESG) assessments. Companies in KLD’s Broad Market Social Index (BMSI) and Global Sustainability Index (GSI) ex-U.S. meet or exceed the screening criteria for our social choice products. This screening process favors corporations that are strong stewards of the environment; serve local communities and society overall; commit to high labor standards for their own employees and those in their supply chains; produce high-quality and safe products; and manage their companies in an exemplary and ethical manner."