We introduced Social(k) Portfolios in 2015. First ESG Target Date Portfolios and others. QBOX Fiduciary Solutions managed the portfolios.
Today their are similar offerings from investment firms like Natixis, Calvert, Pax and Green Century to make a few.
We were happy to blaze the way. Happy to step aside.
Any questions can go to your plan administrator or HR. QBOX can be found here. http://www.qboxfs.com/home
Social(k) has licensed QBOX Fiduciary Services to build and maintain an exclusive array of ESG screened portfolios for our partners:
- Social(k) Fossil Free: A portfolio of investment options completely free of fossil fuel exposure
- Social(k) Low-Cost ESG: Environmental, Social, and Corporate Governance screened funds with a total portfolio expense of 0.585% (very low portfolio expense compared to market averages)
- Social(k) ESG Target Date SM: ESG screened funds with retirement target dates between 2020-2050, including retirement income portfolios — an industry first
- Social(k) Faith Based: Investments concentrated on investments furthering Stewardship of the Earth and Social Justice
For further detail, feel free to visit here for ESG Target Date Portfolio performance and composition (maintained by our partner, QBOX).
Visit HERE to see more info on All Portfolios; Fossil Free, Low-Cost ESG, ESG Target Date, and Faith-Based investments.
Disclaimer: Social(k) Inc has licensed the name Social(k) to QBOX Fiduciary Services. QBOX is acting as a 3(21) and 3(38) fiduciary when building these portfolios. Social(k) receives no compensation from the assets in these investments. Social(k) aggregates investment options. We do not offer investment advice.
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