SRI & Funds News Archive

• The Role of LifeStage in a Long-Term, Disciplined Investment Strategy
  10/29/08—This article focuses on the LifeStage Investment Management Service (LifeStage) and its role in helping manage General Board of Pension and Health Benefits (General Board) participants’ retirement account balances.
• The Importance of Adhering to a Long-Term, Disciplined Investment Strategy
  10/20/08—Last week, I wrote about the General Board of Pension and Health Benefits’ (General Board) consistent, long-term and disciplined strategy for managing a diversified investment program. I pointed out that we have maintained this strategy during up and down markets and that it has stood the test of time.
• A Message from the Chief Investment Officer: How Did the World Financial Crisis Happen?
  10/14/08—Last week, we discussed how the current crisis in the financial markets has affected investments supporting retirement programs administered by the General Board of Pension and Health Benefits (General Board). Today, we will address the origin and evolution of the crisis.
• Letter from the Chief Investment Officer: Impact of the World Financial Crisis
  10/10/08—Although the presidential election is just weeks away, the nation is transfixed by the daily movements in the U.S. and world stock markets.
• A Letter from the General Secretary to Participants
  10/09/08—We have received telephone calls, e-mails and letters from some of you asking questions about your account balances and the security of your present or future monthly benefit payments.
• The General Board of Pension and Health Benefits on the Current Market Situation
  09/17/08—The General Board understands that participants are aware of the current market situation and may have concerns about the financial impact these failures have had or might have on their General Board account balances and/or monthly benefits.
• Positive Social Purpose Investment Program Featured Project: Crane Arts Facility
  09/11/08—This quarter, the General Board is highlighting a loan made to the Crane Arts facility. This loan was initiated by The Reinvestment Fund (TRF), a General Board intermediary partner headquartered in Philadelphia.
• On Your Behalf: August 2008—The Expanding Reach of Responsible Investment  
• Quarterly Investment Report: 2nd Quarter 2008
• Important Notice—Change Affecting  Unit Price of Domestic Bond Fund 
  03/08—The General Board of Pension and Health Benefits has changed the methodology that it will use to determine the fair market value of approximately 20% of the holdings in the Domestic Bond Fund.
• Balanced Social Values Plus Fund Improvements
  The General Board staff has conducted a review of the investment management of the Balanced Social Values Plus Fund (BSVPF) and has decided to make a change that is intended to improve the consistency of the fund’s performance compared to its benchmark and reduce the fund’s expenses.
• August 2007 Crisis in the Investment Markets
  08/07—Investors generally, and participants in the General Board’s funds specifically, are concerned and want to know what has caused the current market crisis and when they can once again see gains in their personal investment accounts.
• The SEC Continues to Debate the Issue of Shareholder Resolutions
  08/08—On July 25, the Securities and Exchange Commission (SEC) released two proposals concerning the rule that gives shareholders the right to file resolutions at company annual meetings, suggesting that future restrictions may be possible. 
• Introduction of a Second Benchmark for the Balanced Social Values Plus Fund
  01/07—The General Board has reviewed the performance benchmark of the Balanced Social Values Plus Fund.
• The General Board—Signatory to United Nations' Principles for Responsible Investment
  04/06—The General Board is a major institutional investor and one of the original 25 international signatories, instrumental in developing the United Nations' Principles for Responsible Investment, announced in New York this morning.
• Our Investment Funds Description provides detailed information about our investment funds. 12/31/06