Socially Responsible Investing

An Introduction to SRI in the Defined Contribution Arena

As plan sponsors assess investment options for their participants, they consider participants’ age, demographic, level of financial education, and other types of quantifiable data. And increasingly, plan sponsors are considering their participants’ societal values when developing investment menus to craft the best array of options for their employees. Socially Responsible Investing, or SRI, is a growing area in the investing arena.

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