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CIO Outlook on Sustainable Investing

 

 

Chris Hyzy, Chief Investment Officer for Merrill and Bank of America Private Bank was recently joined by Jackie VanderBrug, head of Sustainable & Impact Investment Strategy and Anna Snider, head of Due Diligence in the Chief Investment Office for Merrill and Bank of America Private Bank as well as Marisa Sullivan, ESG Equity Strategist for BofA Global Research to discuss how sustainable and impact investing could impact the markets, economy and investment strategies today and in the future.

Image of the speakers: Chris Hyzy, Jackie VanderBrug, Anna Snider, and Marisa Sullivan.

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Opinions are those of the presenters, as of 09/11/20 and are subject to change.

 

Investing involves risk including possible loss of principal. Past performance is no guarantee of future results.

 

Investments have varying degrees of risk. Some of the risks involved with equity securities include the possibility that the value of the stocks may fluctuate in response to events specific to the companies or markets, as well as economic, political or social events in the U.S. or abroad. Bonds are subject to interest rate, inflation and credit risks. Treasury bills are less volatile than longer-term fixed income securities and are guaranteed as to timely payment of principal and interest by the U.S. government. Investments in foreign securities involve special risks, including foreign currency risk and the possibility of substantial volatility due to adverse political, economic or other developments. These risks are magnified for investments made in emerging markets. Investments in a certain industry or sector may pose additional risk due to lack of diversification and sector concentration.

 

Impact investing and/or Environmental, Social and Governance (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.

 

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 Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member Securities Investor Protection Corporation, and wholly owned subsidiary of Bank of America Corporation.

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