An Exciting Fund Lineup Offered with Equitable Generations

Fund Features of Equitable Generations:
● 34 fund options, including 18 new investment options, tracking funds managed by Fidelity™, Dynamic™, Invesco™ and more.
● 3 sustainable investment “ESG” (Environmental, Social & Governance) options – because today’s buyer cares as much about impact as they do about returns.
● Target date funds that auto-rebalance over time so that as a client approaches retirement, the fund adjusts its risk automatically.
Learn more about our new funds:
● American Equity Index (ESG)
● Canadian Equity Index (ESG)
● Special Situations fund (Fidelity)
● Sustainable Equity, Balanced, and Bond Funds (Fidelity)
● Target Date funds (Fidelity)
● Details on funds available
● Get all your ESG questions answered with Margaret Dorn, S&P
