Overall Rating Silver - expired
Overall Score 52.69
Liaison Ian McKeown
Submission Date Jan. 27, 2012
Executive Letter Download

STARS v1.0

Loyola Marymount University
Tier2-3: Socially Responsible Retirement Plan

Status Score Responsible Party
Complete 0.25 / 0.25 Rebecca Chandler
Vice President of Human Resources
Human Resources
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Does the institution offer a socially responsible investment option for retirement plans?:
Yes

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A brief description of the socially responsible investment option for retirement plans:
Loyola Marymount University has a Defined Contribution Retirement Plan (403(b)) and works with Diversified to provide employees with various investment options including target based funds. The Plan offers mutual funds to choose from, ranging from short term bonds to international mutual fund choices. A choice available is the TIAA-CREF Social Choice Eq Retire. This investment seeks a favorable long-term total return. It attempts to track the return of the U.S. Stock market as represented by the Russell 3000 Index, while investing only in companies whose activities are consistent with the funds’ social criteria.

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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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