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Sustainable and Impact Investing for Individuals & Families

Invest in the momentum of a changing world

Adding sustainable and impact investments to your portfolio allows 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 are we doing as a company?

 

As one of the world’s largest financial institutions, we take a key role in building a more resilient future. Through our strategy of responsible growth, we are 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

A Dedicated Team

Your portfolio manager can utilize a wide variety of sustainable investing strategies with the potential to meet or exceed the risk and return profiles of traditional (non-impact focused) strategies.

Socially Innovative Investing Strategies

These customizable strategies can focus on the objectives and interests important to many clients, such as gender equality, environmental sustainability, religion or human rights.

Open Architecture

Our sustainable investing platform includes a range of high-conviction third party managers, including exchange-traded funds, separately managed accounts, mutual funds and multi-manager solutions, with different approaches to impact. In addition, a growing number of mutual funds and exchange-traded funds have a social or environmental focus such as the empowerment of women, sustainable energy and climate change.

 

 

 

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