CREF Bibliography (Online and Off)

It's your money!

Origin of the term "Merillization"

Business Week Online: TIAA-CREF: Moving Out of the Ivory Tower , Emily Thornton, October 13, 2003
Business Week Online: More Service, Fewer Silos at TIAA-CREF, Emily Thornton, October 13, 2003
Slate: Hello, Mr. Blue Chips TIAA-CREF gets a money makeover Daniel Gross, Nov. 18, 2003
Economic Principals: Something to Think About, David Warsh, September 28, 2003

Researching TIAA-CREF Investment Options

TIAA-CREF calculators, click Asset Allocation Evaluator No name or login required
Vanguard Asset Allocation Tool No login required If the Vanguard link fails, go to their Personal Investor home page and click tabs for Planning & Education ť General Planning ť How to Create Your Investment Plan
MSN Money Allocation Tool No login required
CUNY Prof'l Staff Congress [This is what you wish your HR office gave you!] Outstanding PDF File
Minnesota State Colleges and Universities Investment Performance Detail Includes Standard Deviations
Journal of Personal Finance 41-page research PDF on diversification McClatchey, Moon, VandenHul, Griswold, 2003
Mike Lovell, Wesleyan U. Economics prof. compares Vanguard and CREF
Yahoo! Finance Charts of most of the T-C Institutional Mutual Funds (Retirement Class)
BigCharts chart of CREF Stock Fund Variable Annuity
What is the TIAA Real Estate Fund?

CREF's Nooks and Crannies

TIAA-CREF Data Breach in Charlotte

Mutual Funds' Hidden Costs

Corporate Governance

Robert A.G. Monks: He's one of the originals, and a fine writer.
The Corporate Library
Initiative for Fiduciary Responsibility Intersection of governance reform and social responsibility.

Shareholder Proxy Proposals

SEC Staff Legal Bulletin No. 14: Shareholder Proposals Invaluable Advice from the SEC. A must-read!
SEC Advice about Executive Compensation proposals Not so apposite to TIAA-CREF, but a good window on the Shareholder Proposal process.
SEC correspondence and final No-Action Letters Including some for CREF.
(PDF) My own 2004 excluded proposal How not to do it!
Various SEC Rules, Free and For Sale
Romanek & Young Consulting firm offers useful data.

Socially Responsible Investing Resources

Herbert Allison Biography

TIAA-CREF Web Center: Executive Bios, Herbert M. Allison, Jr.
Article & Audio File Leadership in Vietnam and at Stanford Business School, Herbert M. Allison, Jr.
CIO Magazine Interview with H.A. on IT Restructuring , Meridith Levinson, October 15, 2005
Business Week Online: Pay Questions for TIAA-CREF's Allison, Emily Thornton, November 7, 2003
TIAA-CREF .PDFMr. Allison's five-year employment agreement, November 1, 2002,
The Wall Street Journal: Merrill Lynch quickly picks Allison as No. 2, Patrick McGeehan, Dec 3, 1996
The Wall Street Journal: Merrill Lynch Names Investment Banking Chief as President, Peter Truell, December 3, 1996
The Wall Street Journal: Merrill-Lynch President Resigns Post, Joseph Kane, July 13, 1999
The Wall Street Journal: Merrill Ex-President's Attempt to Cut Consultant's Fee Is Linked to Departure, Charles Gasparino, July 19, 1999

Other TIAA-CREF Researchers

Greenough, William C. "It's My Retirement Money, Take Good Care Of It, The TIAA-CREF Story", Homewood, IL, IRWIN, for Pension Research Council, Wharton School, University of Pennsylvania, 1990. ISBN 0-256-08657-5
Schloss, Irving S. and Abildsoe, Deborah V. "Understanding TIAA-CREF; How to Plan for a Secure and Comfortable Retirement", New York, Oxford University Press, 2000. ISBN 0-19-513197-5
An economist compares Vanguard and CREF
Morningstar.com TIAA-CREF Newsgroup Free registration required to post.

Copyright © 2008 Timothy H. Buchman
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Published: April 20, 2004
Modified: June 16, 2008