| Overall Rating | Silver - expired |
|---|---|
| Overall Score | 52.11 |
| Liaison | Mary-Lee Townsend |
| Submission Date | Aug. 22, 2011 |
| Executive Letter | Download |
Western University
PAE-T2-6: Socially Responsible Retirement Plan
| Status | Score | Responsible Party |
|---|---|---|
|
0.25 / 0.25 |
Brandon
Watson Communications and Training Officer Physical Plant and Capital Planning Services |
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indicates that no data was submitted for this field
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:
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.
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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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.