| Overall Rating | Bronze - expired |
|---|---|
| Overall Score | 40.28 |
| Liaison | Amy McElhinney |
| Submission Date | April 27, 2011 |
| Executive Letter | Download |
University of Mount Union
Tier2-3: Socially Responsible Retirement Plan
| Status | Score | Responsible Party |
|---|---|---|
|
0.25 / 0.25 |
Pamela
Newbold Director of Human Resources Human Resources |
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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 option, offered through TIAA-CREF, is called the CREF Social Choice Account. According to a fact sheet about the account, "This variable annuity account seeks a favorable long-term rate of return that reflects the investment performance of the financial markets while giving special consideration to certain social criteria. The account typically invests in a broadly diversified portfolio of domestic stocks (47%), foreign stocks (13%), and fixed-income securities (40%). In the case of equities and corporate bonds, the account invests only in companies that meet its 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 those managed in an ethical manner."
None
The website URL where information about the program, policy, or practice is available:
Data source(s) and notes about the submission:
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