| Overall Rating | Silver - expired |
|---|---|
| Overall Score | 55.33 |
| Liaison | Nina Hartwig |
| Submission Date | Aug. 1, 2013 |
| Executive Letter | Download |
University of Wisconsin-Milwaukee
PAE-T2-6: Socially Responsible Retirement Plan
| Status | Score | Responsible Party |
|---|---|---|
|
0.25 / 0.25 |
John
Gardner Sustainability Planning & Policy Analyst Office of Sustainability |
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None
Does the institution offer a socially responsible investment option for retirement plans?:
Yes
None
A brief description of the socially responsible investment option for retirement plans:
The UW System offers a Tax-Sheltered Annuity Program, UW 403(b), as a supplemental retirement savings program. Investment options include a wide array of mutual funds and fixed and variable annuities managed by six authorized investment companies; Dreyfus Retirement Services, Fidelity Investments, T. Rowe Price, TIAA-CREF, RiverSource Life Insurance Company, and Lincoln National Life Insurance Company.
Investment options provided by these companies include: TIAA-CREF Social Choice Equity Fund (Mutual) and CREF Social Choice Fund (TIAA-CREF currently considers constituents of the MSCI USA IMI ESG and MSCI World ex-US ESG Index as meeting the Fund’s ESG criteria); LVIP Delaware Social Awareness (not available to new participants); and Neuberger Berman Advisers Management Trust Socially Responsive Portfolio (S Class).
In addition, the UW System provides a link to TIAA-CREF’s Socially Responsible Investing Report at: http://www.tiaa-cref.org/ucm/groups/content/@ap_ucm_p_tcp/documents/document/tiaa01007775.pdf
None
The website URL where information about the program, policy, or practice is available:
Data source(s) and notes about the submission:
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