Wednesday, June 06, 2007

SRI in 401(k)

The Social Investment Forum commissioned a study to benchmark socially responsive investing in Defined Contribution Plans in the US. The study provides; a current perspective on the popularity of SRI (19% of DC plan sponsor respondents currently offer 1 or more SRI options), It may be worth considering whether the studies conclusions are representative of the market given the respondent base was only 129 plans however, other useful information in the survey included an outline of fiduciary legislation and interpretation on the issue of SRI (SRI options are acceptable within ERISA plans though the same requirements for due diligence apply to SRI and non-SRI funds) and a process and resource guide to adding SRI investments to a Plan.

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