Green investing, values investing, socially responsible or sustainable investing, is growing. As traditional investment firms like Fidelity and Goldman Sachs stay away from ethical investment issues, firms like Social(k) embrace the trend. (See video by Eric Cohen, Ex Dir ‘Fidelity Out Of Sudan’ at www.blog.socialk.com).
In 2000 we offered a paperless platform with only Calvert Funds, but by 2005 it was clear plan sponsors were looking for more than one family of funds in a retirement plan and more than a handful of screened fund options. Social(k) offers over 200 ESG, (Environmental, Social and Governance), screened funds from dozens of fund companies. Pax World, Portfolio 21, Appleseed, Green Century, Parnassus, Community Capital and TIAA-CREF are a few of the fund families we offer.
If you operate a mission driven organization, for profit or non-profit, we are the only option when it comes time for a retirement plan that matches your organizations philosophy. Social(k) is low cost, open architecture, fully bundled paperless platform: (We don’t care what funds you pick, and do all the work for you.)
Don’t get stuck with someone like Wormwood Bain, the stock fund for socially irresponsible investors (See the video at www.blog.socialk.com). And if you find yourself working with a real life Wormwood Bain send an email right away so we can compare plans and talk about correcting a possibly embarrassing mistake someone made before they knew any better.