Social(k) has been bringing Environmental, Social and Governance screened investment options to retirement plans for over a decade. It’s been our mission to provide people with the choice to invest their money in companies that value social and environmental responsibility alongside profitability.
Social(k) offers fiduciary oversight to plans that request it. This provides another level of due diligence to investment options and a plans oversight. One firm, QBOX, follows a documented process to provide due diligence on the plan investments and oversee plan operation as required by the Dept of Labor. The second firm, HIP Investor, provides deep insight and reporting into the sustainability of the underlying investments.
Investments options have expanded beyond mutual funds, adding ESG investment options from all classes of investments, bringing lower investment costs today. Social(k) has also licensed QBOX Fiduciary Services to operate ESG Portfolios. We offer Net Fee Pricing, rebating any 12b-1 or recordkeeping fees back to participant accounts.
Mutual funds are institutional class when available. Our new Portfolios are seen here, ESG Portfolios.