Overall Rating Silver - expired
Overall Score 51.09
Liaison Jessica Davis
Submission Date June 21, 2013
Executive Letter Download

STARS v1.2

Indiana University-Purdue University Indianapolis (IUPUI)
PAE-T2-6: Socially Responsible Retirement Plan

Status Score Responsible Party
Complete 0.25 / 0.25 Keith Bryan
Sustainability Assessment Coordinator
Office of Sustainability
"---" indicates that no data was submitted for this field

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 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."

The website URL where information about the program, policy, or practice is available:

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.