Pacific Lutheran University
Tier2-3: Socially Responsible Retirement Plan

Typically invests about 47% of assets in domestic stocks, 13% in foreign stocks and about 40% in bonds and other fixed income securities. In the case of equities and corporate bonds, the account invests only in companies that meet the account’s screening criteria: Using specific environmental, social and governance criteria, the evaluation process seeks out companies that are: strong stewards of the environment; devoted to serving local communities and society in general; committed to high labor standards; dedicated to producing high-quality, safe products; and managed in an ethical manner. A company’s involvement in the alcohol, tobacco, gambling, firearms, military and nuclear power industries is also reviewed and integrated into the process. Because of the negative social and environmental consequences of these products and services, companies with substantial involvement are unlikely to be included in the account.