Sustainable and impact investments seek positive social and environmental effects while targeting competitive financial returns.
Pursue positive change. Seek competitive returns.
Our Approach
By focusing on what’s important to your organization, we begin by understanding your endowment or foundation’s short- and long-term investment goals, creating a unique blend of managers and styles, whether focused on climate change, affordable housing, gender equality or other investment preferences, that support all facets of your organization’s mission.
While sustainable and impact investing focuses on sustainable responsible companies and funds, the end goal is to help your organization meet its financial needs. Our approach highlights the connections between business performance and societal benefit and helps you invest to reflect your mission while pursuing competitive returns.
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
We also 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
Services
Related Solutions
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.
Related Insights
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.
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Trust and fiduciary services and other banking products are provided by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A.
Investment products:
| Are Not FDIC Insured |
Are Not Bank Guaranteed |
May Lose Value |
Bank of America, N.A., and U.S. Trust Company of Delaware (collectively the “Bank”) do not serve in a fiduciary capacity with respect to all products or services. Fiduciary standards or fiduciary duties do not apply, for example, when the Bank is offering or providing credit solutions, banking, custody or brokerage products/services or referrals to other affiliates of the Bank.
Bank of America, N.A., Member FDIC. Equal Housing Lender 
3178764-EXP-2021-07-31
