Overall Rating Gold - expired
Overall Score 68.52
Liaison Geory Kurtzhals
Submission Date Oct. 15, 2014
Executive Letter Download

STARS v1.2

University of Notre Dame
PAE-T2-6: Socially Responsible Retirement Plan

Status Score Responsible Party
Complete 0.25 / 0.25 Geory Kurtzhals
Sr. Director
Office of Sustainability
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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:

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:
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Data source(s) and notes about the submission:
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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.