Sustainable & Impact Investing

Whether you want to live out your beliefs, help solve society’s biggest challenges or target companies poised for long-term success, you may be able to pursue your goals through sustainable and impact investing.

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ESG evaluation criteria

By incorporating environmental, social and governance (ESG) factors into your investment decision-making, you’re able to drive positive change while still striving for competitive returns. In assessing a company’s investment worthiness, typical ESG criteria include:

Environmental

Natural resource use

Carbon emissions

Energy efficiency

Pollution/waste

Sustainability initiatives

74%

of sustainable funds rank in the top two quartiles in their respective category for 5-year performance1

4 ways to invest sustainably

Access a range of sustainable investing strategies that target a variety of ESG-oriented impact and other thematic-oriented goals.

1.

CIO Socially Innovative Investing Portfolios—Bank of America’s suite of core equity separately managed account (SMA) solutions

2.

Third-Party Sustainable Managers & Strategies—a wide range of mutual funds, exchange-traded funds (ETFs) and separately managed accounts.

3.

Alternative Investments* —sustainable private investments available for qualified investors.

4.

CIO Sustainable Total Portfolios —a multi-asset portfolio solution implementing sustainable strategies.

* Many products that pursue Alternative Investment strategies, specifically private equity and hedge funds, are available only to qualified investors.

Regardless of how much you’re able to commit to the strategy, sustainable and impact investments can help make a difference—allowing you to become part of a larger group of people all joining forces to invest for change.

Want to learn more about sustainable & impact investment strategies? Click here to dig a little deeper. And take a few minutes to fill out our Values worksheet, which includes exercises that can help you identify what’s important to you and your family. Your financial advisor can help you use your portfolio to bring your values to life and create meaningful impact, while pursuing competitive returns.

1 Morningstar, “Sustainable Funds U.S. Landscape Report: Funds Five-Year Trailing Performance Across Equities and Fixed Income by Morningstar Category Quartile”, 2022. Percentage is based off of153 funds, 114 funds ranked in the top two quartiles in their respective category.