ERISA fiduciaries are bound by the "Investment Policy Statement" governing the portfolios entrusted to them. As more and more organizations seek to reinforce socially responsible corporate behavior by strategically allocating their financial resources, ERISA fiduciaries must be able to execute these strategies in an effective and meaningful way.
Unlike traditional socially responsible investing (SRI), the Advocacy Investing® strategy does not focus on exclusionary tactics to accomplish this. For that reason, it does not jeopardize diversification, but creates customized portfolios based on the plan's Investment Policy Statement.
To learn more, I invite you contact us to see how the Advocacy Investing approach can help fulfill the guidelines/promote the mission of your Employee Benefit Plan.