Overall Rating Gold - expired
Overall Score 75.93
Liaison Merry Rankin
Submission Date Aug. 30, 2013
Executive Letter Download

STARS v1.2

Iowa State University
PAE-T2-6: Socially Responsible Retirement Plan

Status Score Responsible Party
Complete 0.25 / 0.25 Merry Rankin
ISU Director of Sustainability
Facilities Planning & Management
"---" indicates that no data was submitted for this field

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:

Iowa State University has offered the CREF Social Choice Fund, a socially screened mix of 60% stocks and 40% bonds in the retirement plan since the fund started in 1996 and added the TIAA-CREF Social Choice Equity Fund when it was offered. By using a percentage of each of these funds an employee can allocate their stock/bond proportions to make their retirement portfolio more aggressive than the 60/40 split, while keeping all their money in socially responsible investments. Iowa State University also offers VALIC as a primary retirement plan. The VALIC investment family offers one all US stock fund called the Socially Responsible Fund and one stock fund that offers both US and international companies called the Global Social Awareness Fund, which are both socially screened.


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 and complete the Data Inquiry Form.