Thrift Savings Plan: Adding a Socially Respnsible Index Fund Presents Challenges

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By Charles A. Jeszeck (au)
Year: 2012
Pages: 48
Binding Paperback
ISBN 978-1-4578-3773-9

Product Code: 1457837730

Description

Socially responsible investment -- investment made on the basis of environmental, social, religious, or corporate governance criteria -- in U.S.-based mutual funds exceeded $300 billion in value in 2010. TSP -- a $308 billion retirement plan with more than 4.5 million participants -- currently offers five distinct low-cost investment options, and is authorized to offer a service that enables direct participant investment in mutual funds outside TSP. This report considered the value of adding an SRI option to TSP. It examined: (1) What challenges might TSP face in adopting an SRI option? (2) How would the addition of an index fund tracking an SRI index have affected past TSP stock portfolio performance? (3) How do the performance and costs of SRI mutual funds compare to those of non-SRI mutual funds? Tables and figures. This is a print on demand report.

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