Investors Want ESG Investment Options in Retirement Plans

Posted by Dana Funds Investment Team on Apr 30, 2019 10:29:48 AM

Financial Advisor recently wrote an article on environmental, social and governance (ESG) investment options in retirement plans. Turns out a lot of investors want it and not a lot of companies are meeting the demand.

According to a recent survey from Natixis Investment Managers, sixty-one percent of respondents said they would be more likely to contribute or increase contributions to their workplace retirement savings plan if there were more socially-responsible investments. Among plan participants not currently invested in ESG funds, only 13 percent said their company’s retirement plan offers ESG options.

 Nataxis Investment ESG Graphic

Image Source: Natixis Investment Managers

Read the article from FA Magazine or download the study from Natixis for more information.

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The universe of acceptable investments for ESG and SRI funds may be limited as compared to other funds.  Because these funds do not invest in companies that do not meet their ESG or SRI criteria, and may sell portfolio companies that subsequently violate their screens, they may be riskier than other funds that invest in a broader array of securities. 

The Dana Funds are distributed by Ultimus Fund Distributors, LLC. There is no affiliation between Ultimus Fund Distributors, LLC. and the firms referenced in this blog post.