My Move to Socially Responsible Investments

panoramic view from a mountain in southern New Zealand
What we’re trying to protect

Methodology

Fidelity Netbenefits Employer 401k Plan

Fidelity Brokeragelink 401k Account

screen shot of Fidelity’s mutual fund search tool and the option to filter by socially responsible funds
Searching for socially responsible, no transaction fee mutual funds on fidelity
Table of results of socially responsible mutual funds sorted by expense ratio
Lowest expense ratio results for SRI mutual funds

Schwab Personal Brokerage Account

Schwabs’ Find Funds with the Predefined Screen of Socially Responsible Mutual Funds selected
Schwabs’ Find Funds with the Predefined Screen of Socially Responsible Mutual Funds selected

…reach ‘Drawdown’ — the point in the future when levels of greenhouse gases in the atmosphere stop climbing and start to steadily decline, thereby stopping catastrophic climate change — as quickly, safely, and equitably as possible.”

Conclusion

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