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Impact Investing

Do well while doing good

From eating healthy to thinking sustainably, our daily choices are a reflection of the dynamic forces shaping global markets and economies in the world around us. The Impact Investing platform at Merrill Lynch enables you to transform these forces into investment opportunities that may mitigate risk, target global trends and align to causes and issues important to you.

 

“Let's do good inside the portfolio while we're doing good outside the portfolio.”

— Chris Hyzy
Chief Investment Officer for Bank of America Global Wealth & Investment Management

Impact investing at Merrill Lynch

Merrill Lynch offers impact investments from across the investment landscape with focuses on four key approaches.

Socially responsible
Screen out entities based on faith-based or other personal preferences

Sustainable
Proactively choose entities that excel at a range of environmental, social and governance (ESG) factors

Thematic
Investment opportunities that focus on environmental or social themes

Impact First
Investments dedicated to addressing specific social or environmental concerns using market-based strategies

Socially responsible
Screen out entities based on faith-based or other personal preferences

Sustainable
Proactively choose entities that excel at a range of environmental, social and governance (ESG) factors

Thematic
Investment opportunities that focus on environmental or social themes

Impact First
Investments dedicated to addressing specific social or environmental concerns using market-based strategies

Delivering impact with confidence

Impact investments at Merrill Lynch undergo the same rigorous due diligence process as traditional strategies that we offer. As a second step, our Global Wealth & Investment Management Chief Investment Office (GWIM CIO) Due Diligence team analyzes impact strategies for intentionality to ensure that their stated impact resonates throughout the strategy.

All of this feeds into our goals-based wealth management process, so clients can work with their advisor to help ensure that their investment decisions are helping them pursue their goals.

Due diligence
The CIO's due diligence analysts identify high-conviction investment solutions—those who we believe can avoid undue risks and have a high probability of meeting or exceeding their stated objectives.

 

ESG factors
We then review each investment for their environmental, social and governance traits and compare them to established ESG benchmarks to identify those investments that offer the highest potential positive impact.

 

Goals-based review
Finally, clients work with their financial advisor to build a personalized strategy using our Goals Based Wealth Management approach so clients can be confident that they are investing not only to do good, but to stay on track in pursuit of their goals.

Due diligence
The CIO's due diligence analysts identify high-conviction investment solutions—those who we believe can avoid undue risks and have a high probability of meeting or exceeding their stated objectives.

 

ESG factors
We then review each investment for their environmental, social and governance traits and compare them to established ESG benchmarks to identify those investments that offer the highest potential positive impact.

 

Goals-based review
Finally, clients work with their financial advisor to build a personalized strategy using our Goals Based Wealth Management approach so clients can be confident that they are investing not only to do good, but to stay on track in pursuit of their goals.

Ways to access impact investments

Impact investing can be a powerful tool, when used in alignment with your larger financial strategy. Merrill Lynch offers clients a range of ways to access impact investments, including:

  • Mutual Funds, ETFs and Separately Managed Accounts drawn from our roster of high conviction investment solutions that have been selected by our Chief Investment Office
  • Sustainable Impact Portfolios built by the GWIM CIO to deliver diversified multi-asset exposure to fit a client’s portfolio objectives while also allowing them to invest for positive social and environmental impact
  • Direct Investment in impact-selected equities, green bonds, private equity and other impact-selected opportunities

Committed to leading the charge

As part of Bank of America, we are committed to employing our own resources to create impact. To learn more, read Merrill Lynch & Bank of America: Putting Responsibility into Practice or visit the Bank of America Responsible Growth webpage.

$125 billion ten-year commitment to finance low-carbon businesses and solutions that address climate change.

$1 billion lent to community development financial institutions (CDFIs), making Bank of America the nation’s largest lender to CDFIs.

Signatory to Principles for Responsible Investment

$125 billion ten-year commitment to finance low-carbon businesses and solutions that address climate change.

$1 billion lent to community development financial institutions (CDFIs), making Bank of America the nation’s largest lender to CDFIs.

Signatory to Principles for Responsible Investment

3 Questions to Ask Your Advisor

  1. How can I incorporate the causes and issues that matter to me in my portfolio?
  2. Can we look at my portfolio to identify the impact of my holdings relative to environmental and social factors?
  3. What investment options can you offer me to help me make an impact with my investments?

Connect with an advisor and start a conversation about your goals.

Give us a call at

1.866.706.8321

9am - 9pm EST, Monday - Friday

Have questions for your financial advisor?

Connect with to continue the conversation.

Social impact investing is a relatively new and evolving investment opportunity which is highly speculative and involves a high degree of risk. An investor could lose all or a substantial amount of their investment.

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