Overall Rating Silver - expired
Overall Score 49.07
Liaison Eva Rocke
Submission Date March 21, 2014
Executive Letter Download

STARS v1.2

University of Montana
PAE-T2-6: Socially Responsible Retirement Plan

Status Score Responsible Party
Complete 0.25 / 0.25 Cherie Peacock
Sustainability Coordinator
Office of Sustainability
"---" 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:

The University offers a socially responsible investment option for retirement plans through TIAA-CREF's Socially Responsible Fund. The fund seeks a favorable long-term total return that reflects the investment performance of the overall U.S. stock market while giving special consideration to certain social criteria. It normally invests at least 80% of its assets in equity securities. The fund's investments are subject to certain environmental, social and governance criteria. The evaluation process favors companies that are strong stewards of the environment; devoted to serving local communities; committed to higher labor standards; dedicated to producing high-quality and safe products; and those managed in an exemplary or ethical manner.


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 or simply email your inquiry to stars@aashe.org.