| Overall Rating | Gold - expired |
|---|---|
| Overall Score | 75.37 |
| Liaison | Suchi Daniels |
| Submission Date | Jan. 14, 2014 |
| Executive Letter | Download |
University of South Florida (Tampa)
PAE-T2-6: Socially Responsible Retirement Plan
| Status | Score | Responsible Party |
|---|---|---|
|
0.25 / 0.25 |
Sharreen
Boone Director Benefits and Payroll |
Does the institution offer a socially responsible investment option for retirement plans?:
A brief description of the socially responsible investment option for retirement plans:
USF has several vendors who provide a variety of investment options for retirement plans. Several have options that are socially responsible. For example,
1) Valic offers three options: - Valic offers three options: - USF Supplemental TSA 403(b): Global Social Awareness Fund (Pinebridge Investments) and Socially Responsible Fund (SunAmerica) - State of Florida Deferred Compensation 457(b): Calvert Social Investment Equity A;
2) ING offers the Neuberger Berman Socially Responsive Fund and
3) TIAA-CREF offers the CREF Social Choice account and the TIAA-CREF Social Choice Equity fund. The Social Choice account is a balanced portfolio, consisting of two asset classes, Stocks and Bonds. The Social Choice Equity fund normally invests at least 80% of its assets in equity securities. Both give special consideration to having a screen to eliminate investments that are not considered socially responsible.
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.