Socially Responsible Investing (SRI) with Ubiquity Retirement + Savings

Save for the future with funds that align with your values.

Empower your future with an affordable, customized retirement solution.

Offer a 401(k) plan for your team with a fully diversified investment lineup that offers options for socially responsible investors.

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Making a Difference with Your Money

With a Socially Responsible Investment Portfolio, the money you and your employees put into your company’s 401(k) has the potential to make a positive impact on your financial future – and the world.

Socially responsible investing (SRI) is a general investment strategy that considers risk and return while also taking into account a company’s impact on their communities, their employees, and the planet at large.

One way of measuring corporate impact is to measure their environmental, social, and corporate governance (ESG) criteria. The following table provides examples of just a few of the ways a company may gain a high ESG rating.


  • Preventing pollution
  • Reducing carbon emissions
  • Using alternative, renewable energy sources
  • Cooperation with the U.S. Environmental Protection Agency (EPA)


  • Positive labor relations
  • Anti-harassment training
  • Diversity and inclusion initiatives and policies
  • Local community impact


  • CEO-to-worker pay ratio
  • Strict policies around bribery and corruption
  • Transparency with shareholders
  • Maintaining a diverse board of directors

The Power of Choice

Investment strategies are not one-size-fits all, and neither are personal values. A SRI Portfolio provides employees the opportunity to save for the future while empowering them to apply their personal savings toward global change. Ubiquity’s sustainable lineup provides a mix of Vanguard ESG funds and the traditional index-based investment options, giving your team a broad range of options based on risk and personal preference.

Offering funds that match your team members’ values may increase employee participation rates, spark innovation, and provide your small business with a competitive edge.

Empower your employees with financial wellness and confidence.
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