|Submission Date||Aug. 22, 2011|
PAE-T2-6: Socially Responsible Retirement Plan
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:
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 and complete the Data Inquiry Form.