Considerations Before Investing in Socially Responsible Funds

A growing demand for socially responsible investing (SRI) has spurred an increase in the number of socially responsible mutual funds. While SRI fund options have grown considerably over the last decade, at the end of 2011 there were more than 7,500 mutual funds in existence, but only 333 claimed to be socially responsible.

The increased interest in SRI funds has prompted many plan sponsors and financial advisers to take a deeper look to determine if they are in a plan sponsor’s best interest of meeting their retirement plan’s investment goals. Before selecting an SRI fund, plan sponsors need to consider six key factors.


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