Vision Investing: Investing with Impact (video)
Investing with impact aims to generate the positive change you want to see while pursuing your investment goals.
Navegó a una página que no está disponible en español en este momento. Seleccione el enlace si desea ver otro contenido en español.
Página principal
Once a niche corner of the investing landscape, the idea of aligning personal values with investment portfolios has gone mainstream. Increasing demand has been met with a broad range of solutions focused on everything from environmental sustainability to religious beliefs.
Investing that aligns financial objectives with personal values or creates measurable impact has often been called responsible or sustainable investing. Another trend gaining prominence is the incorporation of environmental, social, and governance (ESG) considerations into the investment process.
Wells Fargo calls the intersection of values-alignment, investing with impact, and ESG integration with traditional investment considerations: Vision Investing: Values, Impact, and ESG.
Investing with impact aims to generate the positive change you want to see while pursuing your investment goals.
Wells Fargo Investment Institute's Vision Investing report gives a closer look at how certain investing strategies may help you confidently integrate your beliefs into your portfolio without sacrificing performance.
Vision Investing can incorporate investors' beliefs on environmental sustainability, or social issues, such as, diversity, religious beliefs, and human rights into their investment strategy.
Global demand for responsible investing has expanded rapidly over the past decade resulting in the development of new techniques and more widespread consideration of environmental, social, and governance factors in the investment process.
Wells Fargo Wealth & Investment Management (WIM) is a division within Wells Fargo & Company. WIM provides financial products and services through various bank and brokerage affiliates of Wells Fargo & Company.
Wells Fargo Bank, N.A. offers various advisory and fiduciary products and services including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients referred to the bank. The bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services and wealth management services to clients. The role of the Financial Advisor with respect to the Bank products and services is limited to referral and relationship management services. Some of The Private Bank experiences may be available to clients of Wells Fargo Advisors without a relationship with Wells Fargo Bank, N.A.
Wells Fargo seeks to comply with state and local regulations concerning the entertainment of public officials and employees. Therefore, to the extent you are required by the rules and regulations or the policy of your department, agency, or authority to pay any part of the costs of attending this event, please email WMP2P@wellsfargo.com so that we may make the necessary arrangements.
Wells Fargo Advisors is 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.
WellsTrade® and Intuitive Investor® accounts are offered through WFCS.
Links to third-party websites are provided for your convenience and informational purposes only. Wells Fargo is not responsible for the information contained on third-party websites.