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Impact Investing

From eating healthy to thinking sustainably, our daily choices are a reflection of the dynamic forces shaping global markets and economies in the world around us. Merrill’s Impact Investing platform enables you to transform these forces into investment opportunities that may mitigate risk, target global trends and align to causes and issues important to you.

Our Approach

We begin by working with you to identify the causes and issues that you care most about. Next, your private wealth advisor will help you to evaluate the different ways in which your investment portfolio may be able to reflect these topics while keeping you on track to pursue your financial goals. At Merrill, we break our impact investing strategies into four main approaches:

Socially responsible

Screen out entities based on faith-based or other personal preferences



Proactively choose entities that excel at a range of environmental, social and governance (ESG) factors


Investment opportunities that focus on environmental or social themes


Impact First

Investments dedicated to addressing specific social or environmental concerns using market-based strategies


Mutual Funds, ETFs and Separately Managed Accounts

Drawn from our roster of high conviction investment solutions that have been selected by the Chief Investment Office

Sustainable Impact Portfolios & Core Impact Portfolios

Built by the Chief Investment Office to deliver diversified multi-asset exposure to fit a client’s portfolio objectives while also allowing them to invest for positive social and environmental impact

Direct Investment

Available for impact-selected equities, green bonds, private equity and other impact-selected opportunities

A private wealth advisor can help you learn more.

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