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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

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

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Socially Responsible
Seek entities based on investors' preferences

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

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Thematic
Investment opportunities that focus on environmental or social themes

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

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

Illustration for sustainable approach

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

Illustration for thematic approach

Thematic
Investment opportunities that focus on environmental or social themes

Illustration for impact first approach

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, the Chief Investment Office (CIO) 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.

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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.
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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

 

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.

 
 Image for Goals-based review

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 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 invest for positive change and still pursue my financial goals?
  2. What investment options can you offer me to help make an impact with my investments?
  3. Can you help me review my current portfolio to find ways to make an impact?

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

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Give us a call at
1.866.706.8321
9am - 9pm Eastern, Monday - Friday

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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.

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