Corporate Social Responsibility (CSR) & ESG Investments

Impact investing strategies that can help your organization align to your mission-related investments.

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, food scarcity, gender equality or other investment preferences, that support all facets of your organization’s mission.

While 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 achieve performance with purpose.

A Dedicated Team

Your portfolio strategist can utilize a wide variety of impact investing stratergies with the potential to balance the need to grow underlying capital with the entity’s distribution obligations.

Open Architecture

Our impact 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.

Socially Innovative Investing Strategies

These customizable strategies can focus on the objectives and interests important to your organization, including gender equality, environmental sustainability, religion or human rights.

ESG-Only Strategies

A suite of impact-investing focused strategies across asset classes, including equities, bonds, real estate investment trusts (REITs) and private equity (for qualified investors). In addition, a growing number of mutual funds and exchange-traded funds (ETFs) have a social or environmental focus such as the empowerment of women, sustainable energy and climate change.

Investment Management

Tailored investment solutions to support your organization’s long-term mission.

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Specialty Asset Management

Diversifying your wealth with nonfinancial assets.

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Board Governance & Leadership Development

Tools and strategies to help endowments and foundations demonstrate and execute sound business practices.

SEE HOW

^* That is, those managers that we think have a high probability of meeting or exceeding their investment objectives over the long term, for a given level of risk.

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Impact Investing Primer

Impact Investing: People, The Planet And Profit

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

Neither U.S. Trust nor any of its affiliates or advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

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

Credit and collateral subject to approval. Terms and conditions apply. Programs, rates, terms and conditions subject to change without notice.

U.S. Trust, Bank of America Private Wealth Management operates through Bank of America, N.A., and other subsidiaries of Bank of America Corporation.

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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.

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Connect with us: 1.800.U.S.TRUST Click to call

Impact InvestingSolutions for Nonprofit Institutions, Endowments & Foundations

Investment Solutions That Help Promote Social and Environmental Change

Our Approach

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