| Overall Rating | Gold - expired |
|---|---|
| Overall Score | 70.93 |
| Liaison | Ezra Small |
| Submission Date | Jan. 31, 2014 |
| Executive Letter | Download |
University of Massachusetts Amherst
PAE-T2-6: Socially Responsible Retirement Plan
| Status | Score | Responsible Party |
|---|---|---|
|
0.25 / 0.25 |
Victoria
Rosen Sustainability Communications & Marketing Manager University Relations |
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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
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