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In this time of crisis, some investors may be wondering if sustainable investing has taken a backseat to the emergencies of the day. The short answer is no; in fact, recent events have shown that sustainability may be more important today than ever before.
In this audiocast, host Joe Quinlan, head of CIO Market Strategy in the Chief Investment Office for Merrill and Bank of America Private Bank talks with Jackie Vanderbrug, head of Sustainable and Impact Investment Strategy in the Chief Investment Office for Merrill and Bank of America Private Bank and Haim Israel, head of Thematic Investing for BofA Global Research to share insights on sustainable investing in the current environment. The crisis has shown that modern economies and financial political systems around the world are dependent on one another, say these experts. Non-financial environmental, social, and governance (ESG) data can help investors better evaluate companies, supply lines and sectors in ways that are not available through traditional financial analysis, they believe. Listen to the audiocast to learn more.
Opinions are subject to change and as of the date of this recording.
Information is as of 04/15/2020
The views and opinions expressed are those of the presenters and are subject to change without notice.
This program is presented for informational purposes only and should not be used or construed as a recommendation of any service, security, or sector.
Bank of America, Merrill, their affiliates, and advisors do not provide legal, tax, or accounting advice. Clients should consult their legal and/or tax advisors before making any financial decisions.
Investing involves risk, including the possible loss of principal. Past performance is no guarantee of future results.
The Chief Investment Office, which provides investment strategies, due diligence, portfolio construction guidance and wealth management solutions for Global Wealth & Investment Management ("GWIM") clients, is part of the Investment Solutions Group of GWIM, a division of Bank of America Corporation (“BofA Corp.”).
BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation.
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.
Investments have varying degrees of risk. Some of the risks involved with equity securities include the possibility that the value of the stocks may fluctuate in response to events specific to the companies or markets, as well as economic, political or social events in the U.S. or abroad. Bonds are subject to interest rate, inflation and credit risks. Investments in foreign securities involve special risks, including foreign currency risk and the possibility of substantial volatility due to adverse political, economic or other developments. These risks are magnified for investments made in emerging markets. Investments in a certain industry or sector may pose additional risk due to lack of diversification and sector concentration.