Key Takeaways
- Employees can be proactive in providing feedback on employer retirement plans.
- Consider engaging with your company’s retirement plan committee to request the potential to include sustainable funds.
Leslie Norton, editorial director for sustainability at Morningstar quoted Sam Adams, CIO, for her article 11 Steps to Making Your 401(k) Plan Greener.
Sam suggests a strategy for replacing your conventional funds with sustainable ones.
Read the full article here.
DISCLOSURES
This report was prepared by Vert Asset Management, a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. This is prepared for informational purposes only. It does not address specific investment objectives, or the financial situation and the needs of any person who may receive this report. Our pages and posts are in no way a solicitation or offer to sell securities or an offer of investment advisory services nor shall any such security or services be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction. While reasonable efforts have been made to provide data from sources considered to be reliable, no guarantee of accuracy is given. Vert Asset Management assumes no obligation to update this information, or to advise on further developments relating to it.
