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The Journey to a Sustainable Portfolio

As sustainable investing continues to build momentum, more investors are recognizing the benefits it could offer

SUSTAINABLE AND IMPACT INVESTING has been around for decades, in one form or another.  And with growing awareness of the role that environmental, social and governance (ESG) factors play in many companies’ financial performance and potential long-term success, investor interest has been skyrocketing in the past few years.  Just as importantly, investors are realizing “there are no trade-offs involved” with this type of approach, says Jackie VanderBrug, head of Sustainable and Impact Investment Strategy in the Chief Investment Office, Merrill and Bank of America Private Bank. “You can seek competitive financial returns, while making a positive impact with your investments,” she notes, adding that, “You can do it in a way and in a timeframe that's most appropriate for your goals and situation.” 

 

 

 

 

In this video conversation, VanderBrug speaks with Joe Quinlan, head of CIO Market Strategy in the Chief Investment Office, Merrill and Bank of America Private Bank, and Marisa Sullivan, a senior research analyst and head of U.S. ESG Research for BofA Global Research, about the momentum behind sustainable investing, the benefits it could offer in any type of market environment, and ideas for how you could get started.

 

For more insights, watch their full conversation and read the article "What could be behind the rising interest in sustainable investing?"

Important Disclosures

 

Opinions are as of the date of this article 05/24/2021 and are subject to change.

 

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

 

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 Corp.").

 

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 SIPC and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.").

 

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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