| Overall Rating | Silver - expired |
|---|---|
| Overall Score | 57.85 |
| Liaison | Geory Kurtzhals |
| Submission Date | Aug. 17, 2011 |
| Executive Letter | Download |
University of Notre Dame
Tier2-3: Socially Responsible Retirement Plan
| Status | Score | Responsible Party |
|---|---|---|
|
0.25 / 0.25 |
Geory
Kurtzhals Sr. Director Office of Sustainability |
Does the institution offer a socially responsible investment option for retirement plans?:
A brief description of the socially responsible investment option for retirement plans:
Three different socially responsible investment options are available for retirement plans:
• The CREF Social Choice 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 TIAA-CREF Social Choice Equity Fund – The fund seeks favorable long-term total return that reflects the investment performance of the overall U.S. stock market, as
measured by the Russell 3000 Index, while giving special consideration to certain social criteria.
• The Vanguard FTSE Social Index Fund Investor Shares – Seeks to track the performance
of a benchmark index that measures the investment return of large- and mid-capitalization stocks. The Index screens for certain social and environmental criteria, leading to a growth orientation.
The website URL where information about the program, policy, or practice is available:
Data source(s) and notes about the submission:
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.