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Ep 36 - New SRI fund for DCP, Plan 3 and JRA
In April 2024, the Socially Responsible Balanced Fund (SRI) will change from a balanced fund – invested in stocks and bonds – to a new SRI that solely invests in stocks. Managed by AllianceBernstein (AB), the new Socially Responsible Equity Fund's strategy uses the UN Sustainable Development Goals to identify and invest in key sustainability themes. We sit down with Dan who works at AB to find out more.
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By Washington State Department of Retirement Systems
4.8
1919 ratings
In April 2024, the Socially Responsible Balanced Fund (SRI) will change from a balanced fund – invested in stocks and bonds – to a new SRI that solely invests in stocks. Managed by AllianceBernstein (AB), the new Socially Responsible Equity Fund's strategy uses the UN Sustainable Development Goals to identify and invest in key sustainability themes. We sit down with Dan who works at AB to find out more.
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