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Participants Prefer Socially Responsible Funds Over Traditional Investments
PLANSPONSOR; free registration may be requiredLink to more items from this source
Aug. 24, 2021

"A recent Morningstar study found participants may be willing to trade in return gains for the opportunity to invest in socially responsible funds.... [A]lthough survey participants strongly favored funds with high five-year returns, they preferred funds or asset managers with both strong financial metrics and high diversity, equity and inclusion (DEI) or gender equality scores."

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