Sustainable and Impact Investing

Invest in the momentum of a changing world
Adding sustainable and impact investments to your portfolio can allow for positive social and environmental changes while pursuing competitive financial returns.

Our Approach

Sustainable and impact investing offers you the opportunity to invest in companies that are working towards better ways of doing business, with innovative approaches to support their long term performance. These companies are examining not only their profit potential, but also how their practices impact the environment and society at large.

Your advisor can help explore those companies, and customize your sustainable investing strategy based on your preferences and motivations. We can also review your current portfolio to help you become aware of what you currently own and find potential opportunities to align your investments with your sustainability-driven goals.

You can choose the impact approaches that you prefer through our A-B-C framework:1

  • Avoid: Seeks to reduce negative social or environmental effects and manage risk by limiting certain exposures
  • Benefit: Seeks to support positive social or environmental practices and enhance potential for long-term competitive financial returns
  • Contribute: Seeks to advance positive, measurable social or environmental outcomes and target opportunities where impact is intrinsic to financial performance

Help to solve society’s biggest and growing challenges. Live out your beliefs. Let your investments be a reflection of the issues that matter to you while pursuing your investment goals.

What you care about matters

We use environmental, social and governance data and metrics to assess the sustainability profiles of investments across the following themes:

  • People: Commitment to engaged and healthy workers
  • Planet: Contributions to climate and sustainability and environmental responsibility
  • Principles of Governance: Commitment to ethics and societal benefit
  • Prosperity: Contributions to equitable, innovative economic growth and sustainable communities

What is Bank of America Corporation doing as a company?

As one of the world’s largest financial institutions, Bank of America takes a key role in building a more resilient future. Through its strategy of responsible growth, Bank of America is deploying capital towards a more sustainable economy—helping to create jobs, develop communities, foster economic mobility, and address society’s biggest challenges around the world.

Services

Mutual Funds, ETFs and Separately Managed Accounts

Drawn from our roster of high conviction investment solutions that have been selected by Bank of America's 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

Alternative Investments and Capital Markets

Available in the form of sustainable and impact focused hedge funds, private equity or capital markets opportunities

A private wealth advisor can help you learn more.

Find an advisor

Related Capabilities

1 of 1

Latest Thinking

1 of 1

1 The “A-B-C” framework that helps classify the impact objective of a sustainable strategy was adapted from The Impact Management Project. The Impact Management Project is a forum for building global consensus on how to measure, compare and report ESG risks and positive impacts.

The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., (“Bank of America”) and Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S” or “Merrill”), a registered broker-dealer, registered investment adviser and a wholly owned subsidiary of Bank of America Corporation ("BofA Corp.").

There are many factors to take into consideration when building an investment portfolio and it's important to remember Environmental, Social and Governance (ESG) factors are only one component to potentially consider and should always be used alongside fundamental analysis.

Sustainable and Impact Investing and/or 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.

Investing involves risk. There is always the potential of losing money when you invest in securities.

Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.

Merrill, its affiliates, and financial advisors do not provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary. This material does not take into account a client’s particular investment objectives, financial situations, or needs and is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences, particularly when determining which service or services to select. [For more information about these services and their differences, speak with your Merrill Advisor.

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”).  MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.

Merrill Private Wealth Management is a division of MLPF&S that offers a broad array of personalized wealth management products and services. Both brokerage and investment advisory services (including financial planning) are offered by the Private Wealth Advisors through MLPF&S. The nature and degree of advice and assistance provided, the fees charged, and client rights and Merrill’s obligations will differ among these services. Investments involve risk, including the possible loss of principal investment.

The banking, credit and trust services sold by the Private Wealth Advisors are offered by licensed banks and trust companies, including Bank of America, N.A., Member FDIC, and other affiliated banks.

Trust, fiduciary and investment management services are provided by Bank of America, N.A. and its agents, Member FDIC, or U.S. Trust Company of Delaware. Both are wholly-owned subsidiaries of Bank of America Corporation.

Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.

Investment, insurance and annuity products:

Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value
Are Not Deposits Are Not Insured by Any Federal Government Agency Are Not a Condition to Any Banking Service or Activity

© Bank of America Corporation. All rights reserved.

4901838-EXP-2023-08-23

Close

Important notice: you are now leaving Merrill Private Wealth Management (MPWM).

Clicking CONTINUE will take you to a website that Merrill Private Wealth Management is not affiliated with and may offer a different privacy policy and level of security. We are not responsible for and do not endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered on other websites. Clicking RETURN TO MPWM will take you back to the previous page.

CONTINUE RETURN TO MPWM