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Vision Investing: Investing with Impact

Vision Investing helps investors’ align investment objectives with their personal values.

This video highlights how Investing with impact aims to generate the positive change you want to see while pursuing your investment goals.


[Image on screen: Investment and Insurance Products: Not FDIC Insured, No Bank Guarantee, May Lose Value]

[Image on screen: Wealth and Investment Management, Offered through Wells Fargo Bank, N.A.]

[Image on screen: Vision Investing: Investing with Impact]

Investing with impact is investing with the goal of generating an identifiable and measurable positive change. Rather than simply avoiding investments that may do harm, investing with impact aims to actively channel assets towards doing good.

[Image on screen: Investing with impact: Actively channel assets toward doing good.]

This can mean direct investments that work to accomplish objectives important to you, such as, sustainable manufacturing of products or micro lending for low-income housing. It can also mean active ownership. Recently, investor groups have been banding together to inspire a variety of changes to corporate culture, from requiring companies to disclose CO2 data, to promoting clean energy projects at traditional fossil fuel companies. Today, most active ownership efforts focus on the environment and climate-related issues; and various social issues, such as, diversity, equity, and inclusion.

[Image on screen: Most active ownership efforts focus on the environment and climate; and various social issues.]

Managers can amplify investor interests and concerns through corporate engagement, shareholder resolutions, and proxy voting.

[Image on screen: Amplify investor interest through corporate engagement, shareholder resolution, proxy voting.]

These engagement efforts can focus on a broad array of topics, often identified in the United Nations Sustainable Development Goals.

[Image on screen: United Nations Sustainable Development Goals graphic. Source: International Chamber of Commerce, “SDG Business Forum 2017, High-level Political Forum, United Nations: Business Statement –Business is stepping up for transformational partnerships.” SDG chart used with permission, courtesy of United Nations Sustainability Development Goals.]

This type of constructive dialogue has the potential to, not only, improve a company’s long-term financial performance, but also bring attention to issues that benefit society and the environment. There are a wide range of investment strategies that can help you invest with impact. Wells Fargo’s Vision Investing can help you tailor your investments to generate the positive change you want to see. To learn more about Vision Investing and implementing an investment solution contact your Wells Fargo financial professional.

[Image on screen: Wells Fargo Wealth and Investment Management To learn more about Vision Investing contact your Wells Fargo financial professional]

All investing involves some degree of risk, whether it is associated with market volatility, purchasing power or a specific security. There is no assurance any investment strategy will be successful. Asset allocation does not guarantee a profit nor does diversification protect against loss.

An investment’s social policy could cause it to forgo opportunities to gain exposure to certain industries, companies, sectors or regions of the economy which could cause it to underperform similar portfolios that do not have a social policy. There is no guarantee that any investment strategy will be successful. Risks associated with investing in Environmental, Social, and Governance (ESG)-related strategies can also include a lack of consistency in approach and a lack of transparency in manager methodologies.

Some ESG investments may be dependent on government tax incentives and subsidies and on political support for certain environmental technologies and companies. There may also be challenges such as a limited number of issuers and the lack of a robust secondary market. There are many factors to consider when choosing an investment portfolio and ESG data is only one of those components. Investors should not place undue reliance on ESG principles when selecting an investment.

Wealth & Investment Management offers financial products and services through affiliates of Wells Fargo & Company.

Bank products and services are available through Wells Fargo Bank, N.A., Member FDIC.

Brokerage products and services are offered through Wells Fargo Advisors, a trade name used by Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company


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