| Overall Rating | Gold - expired |
|---|---|
| Overall Score | 75.93 |
| Liaison | Merry Rankin |
| Submission Date | Aug. 30, 2013 |
| Executive Letter | Download |
Iowa State University
PAE-T2-6: Socially Responsible Retirement Plan
| Status | Score | Responsible Party |
|---|---|---|
|
0.25 / 0.25 |
Merry
Rankin ISU Director of Sustainability Facilities Planning & Management |
Does the institution offer a socially responsible investment option for retirement plans?:
A brief description of the socially responsible investment option for retirement plans:
Iowa State University has offered the CREF Social Choice Fund, a socially screened mix of 60% stocks and 40% bonds in the retirement plan since the fund started in 1996 and added the TIAA-CREF Social Choice Equity Fund when it was offered. By using a percentage of each of these funds an employee can allocate their stock/bond proportions to make their retirement portfolio more aggressive than the 60/40 split, while keeping all their money in socially responsible investments. Iowa State University also offers VALIC as a primary retirement plan. The VALIC investment family offers one all US stock fund called the Socially Responsible Fund and one stock fund that offers both US and international companies called the Global Social Awareness Fund, which are both socially screened.
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.