| Overall Rating | Gold - expired |
|---|---|
| Overall Score | 66.49 |
| Liaison | Ezra Small |
| Submission Date | July 29, 2011 |
| Executive Letter | Download |
University of Massachusetts Amherst
Tier2-3: Socially Responsible Retirement Plan
| Status | Score | Responsible Party |
|---|---|---|
|
0.25 / 0.25 |
Elena
Sharnoff Director of Communications, CNS College of Natural Sciences |
"---"
indicates that no data was submitted for this field
None
Does the institution offer a socially responsible investment option for retirement plans?:
Yes
None
A brief description of the socially responsible investment option for retirement plans:
The University of Massachusetts offers multiple socially responsible investment options through a 403(b) Elective Deferral Savings Plan, as listed below.
1. Fidelity Investments: Domini Social Equity Inv Class (DSEFX) fund
2. TIAA-CREF: categorized as socially responsible investment options: CREF Social Choice Account and TIAA-CREF Social Choice Equity Fund
3. Valic: VALIC Socially Responsible fund (US Equity), the VALIC Global Social Awareness Fund (Global Equity), Ariel (US Small Cap), and Ariel Appreciation (US Mid Cap) Funds.
None
The website URL where information about the program, policy, or practice is available:
Data source(s) and notes about the submission:
//www.tiaa-cref.org/ucm/groups/content/@ap_ucm_p_tcp/documents/document/tiaa01007775.pdf
http://www.valic.com/PortfolioDirectorFundProfiles_82_27404.html
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.