Lloyd Kurtz, Head of Social Impact Investing, shares his views on the significant growth of SII and discusses options to invest your portfolio according to your values.
Presenter: Lloyd Kurtz, Head of Social Impact Investing, Wells Fargo Private Bank
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Your investment portfolio is about more than just numbers.
For many of those we work with, it's an extension of who they are. They want their investments to reflect their views on the environment and society. And I think it's safe to say that all investors want their portfolios to include companies that are governed well.
We call these the ESG factors, environment, social, and governance.
At The Private Bank, all the social impact investing strategies include an ESG assessment as part of the investment process. The strategies can be customized to consider factors that are most important to you. Wells Fargo & Company has been at the forefront of responsible investment management for over 15 years.
Together with you, we can create portfolios specific to your investment goals.
Today, there are more ways than ever to align your portfolio not just with your financial goals, but also with your individual preferences.
You can make a difference with your investment choices.
We can help. Contact us at 1-877-833-2156
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Brokerage services are offered through Wells Fargo Advisors. 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.
Sustainable investing focuses on companies that demonstrate adherence to environmental, social and corporate governance principles, among other values. There is no assurance that social impact investing can be an effective strategy under all market conditions. Different investment styles tend to shift in and out of favor. In addition, a fund'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. In addition, there is no guarantee that the company invested in by a fund will exhibit positive or favorable ESG characteristics.
The Private Bank offers products and services through Wells Fargo Bank, N.A., Member FDIC, and its various affiliates and subsidiaries. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.
Risks associated with investing in ESG-related strategies can also include a lack of consistency in approach and a lack of transparency in manager methodologies.
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