Sustainable & Impact Investing: Engage in the momentum of our changing world

The world is quickly evolving around us. Across every industry and sector, technology is transforming the way we live and do business.

 

 

Sustainable and impact investing offers you an innovative way to take advantage of this rapid change — with new opportunities to pursue competitive financial returns, while delivering environmental and social outcomes and aligning your portfolio with your personal priorities.

 

Build a portfolio fueled by the power of innovation

Pursue competitive performance, with more data

Sustainable investing combines sustainability analysis with traditional financial analysis to help you:

 

  1. Better manage potential risks, as you seek competitive returns.

  2. Get visibility into which companies may be best suited to meet the challenges of our changing world — and even thrive in this landscape.

  3. Tap into new investment opportunities that may fit your goals.
     

 

Certain research has shown that investments that incorporate sustainability data have offered competitive performance:

The S&P 500 ESG index outperformed its non-ESG counterpart on a 3-, 5- and 10-year basis.1

Past performance is no guarantee of future results, especially past performance for a period as short as 6 months.

68%

of institutional investors cite leveraging sustainability criteria in investment decisions can create an improved alpha opportunity.2

74%

of US CEOs see their company's sustainability strategy having the greatest impact on driving financial performance in the next 3 years.3

 

Align your portfolio to your personal preferences

You can align your investments with priorities like People, the Planet, or Principles of Governance. By looking across these broad categories, you can choose strategies that help you express your individuality, while driving positive change in the world.

 

Access a full suite of choices

Choose from a range of sustainability strategies that target a variety of investing preferences and themes. Your advisor will work with you to evaluate your financial goals and discuss your sustainability preferences, to identify a personalized investment approach that best fits your unique situation.

 

Learn more about sustainable investing and talk to an advisor to learn how sustainable investing can help you pursue your goals.

1 Source: BofA Sustainability Research; Bloomberg. 1m/3m/6m/12m/3y/5y/10y returns are calculated as of 01/16/2025

2 Cerulli, U.S. Responsible Investing 2024

3 KPMG, "KPMG 2024 CEO Outlook"

 

Sustainable and Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.

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