| Overall Rating | Silver - expired |
|---|---|
| Overall Score | 55.33 |
| Liaison | John Gardner |
| 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 |
Does the institution offer a socially responsible investment option for retirement plans?:
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
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.