|Overall Rating||Silver - expired|
|Submission Date||Aug. 22, 2011|
PAE-T2-6: Socially Responsible Retirement Plan
|0.25 / 0.25||
Communications and Training Officer
Physical Plant and Capital Planning Services
Does the institution offer a socially responsible investment option for retirement plans?:
A brief description of the socially responsible investment option for retirement plans:
Western reached an agreement with Mackenzie Investments to offer a socially responsible global equity fund to be named the “Socially Responsible Global Equity Fund”. The new fund will invest in Mackenzie Universal Sustainable Opportunities Class, whose portfolio managers are Aberdeen Asset Management. Mackenzie makes an annual corporate donation equivalent to 0.05% of assets in the Mackenzie fund to The Mackenzie Financial Charitable Foundation.
The fund began investing money on March 1, 2008 and is only available for pension plan members.
The website URL where information about the program, policy, or practice is available: