Social Impact Investing

Social Impact Investing - Align your investments with your values

Align your investments with your values

Investing is not just a financial decision. It is also a statement about what you stand for. Today, it is easier than ever to align your investments with your values. Whether you're concerned about the environment, the ethical treatment of animals, or wish to have your religious beliefs reflected in your portfolio, Social Impact Investing (SII) can help you make an impact in areas that matter to you most.

Social Impact Investing - Aligning Values with Your Investments (Audio) - The Private Bank

Invest with a purpose

Tips to be more intentional about incorporating your values into your investment strategy.

Align your values with your investments  

Getting to the heart of sustainability

Lloyd Kurtz, Head of Social Impact Investing

Leadership Perspective

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.

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Your Choice of Responsible Investing Strategies

Choose from a broad range of investment strategies that address interests in sustainability, animal welfare, environmental challenges, and/or religious beliefs

  • All strategies are managed by a highly experienced investment team that analyses each company’s environmental, social, and governance practices as part of the investment decision making process
  • You have access to a range of asset classes including Large-cap Equity, Fixed Income, and Real Estate Investment Trust (REIT) strategies:

SII Equity Strategies

All of the strategies incorporate Environmental, Social, and Governance (ESG) analysis into the decision making process.

Traditional socially responsible investing (SRI) excludes companies with significant revenue from the sale of tobacco, coal, adult entertainment, gambling, and controversial weapons.

SII Core – Considers all sectors. Minimal exclusions.

SII Responsible Investment – Considers all sectors. Traditional SRI exclusions applied.

SII Equity Income – A Responsible Investment strategy with an added emphasis on producing income.

SII Sustainable Investment – A focus on environmental and sustainability issues. Conventional energy, mining, coal, and utilities excluded. Traditional SRI exclusions applied.

SII Faith-Based – Aligned with particular religious values. Excludes companies judged to have issues related to life ethics. Traditional SRI exclusions applied.

SII Christian Science – Seeks companies that contribute to a healthy society based on ESG metrics. Excludes companies involved in for-profit healthcare. Traditional SRI exclusions applied.

SII Islamic – Consistent with Islamic investment practices and Sharia law. Excludes conventional financial services and those companies with unacceptably high levels of debt.

SII Animal Welfare – A focus on companies engaged in the humane treatment of animals. Excludes companies judged to act in a way that is harmful to animals. Traditional SRI exclusions applied.

SII Fixed Income Strategies

10 investment grade Taxable and Tax-Exempt Fixed Income strategies.

All of the Fixed Income strategies incorporate environmental, social, governance (ESG) analysis.

Traditional socially responsible investing (SRI) excludes companies with significant revenue from the sale of tobacco, coal, adult entertainment, gambling and controversial weapons.

SII Responsible Fixed Income - Considers all sectors. Traditional SRI exclusions applied.

SII Sustainable Fixed Income - A focus on environmental and sustainability issues. Conventional energy, mining, coal, and utilities excluded. Traditional SRI exclusions applied.

SII Faith-Based Fixed Income - Aligned with particular religious values. Excludes companies judged to have issues related to life ethics. Traditional SRI exclusions applied.

SII Christian Science Fixed Income - Seeks companies that contribute to a healthy society based on ESG metrics. Excludes companies involved in for-profit healthcare. Traditional SRI exclusions applied.

SII Animal Welfare Fixed Income - A focus on companies engaged in the humane treatment of animals. Excludes companies judged to act in a way that is harmful to animals. Traditional SRI exclusions applied.

Disclosure

Fixed income securities are subject to availability and market fluctuation. These securities may be worth less than the original cost upon redemption. Certain high-yield/high-risk bonds carry particular market risks and may experience greater volatility in market value than investment-grade corporate bonds. Government bonds and Treasury bills are guaranteed by the U.S. government and, if held to maturity, offer a fixed rate of return and fixed principal value. Interest from certain municipal bonds may be subject to state and/or local taxes and in some instances, the alternative minimum tax.

SII REIT Strategies

REIT strategies incorporate ESG analysis and traditional socially responsible investing (SRI) exclusions which may include facilities involved with production of tobacco, coal, adult entertainment, gambling, and controversial weapons.

SII Sustainable REIT - Seeks to invest in publicly traded U.S. real estate investment trusts with a focus on aligning investments with environmental and other sustainability issues. Conventional energy, mining, coal, and utilities facilities excluded. Traditional SRI exclusions applied.

SII Faith-Based REIT - Seeks to invest in publicly traded U.S. real estate investment trust with a focus on aligning investments with the concerns of religious investors who wish to exclude facilities judged to have issues related to life ethics. Traditional SRI exclusions applied.

Disclosure

Real estate investments carry a certain degree of risk and may not be suitable for all investors.

Benefits of Social Impact Investing

  • Contribute to positive change. By including social impact strategies in your portfolio, you can help contribute to positive change while having the satisfaction that you are investing in companies whose business practices are compatible with your values.
  • Use social impact investing to enhance your philanthropy. While contributions to a single nonprofit can be significant on a local level, social impact investing aligned with your philanthropic interests can help generate impact more globally.
  • Involve your family. Now is the time to have important conversations about legacy, vision, and values with your family. Talking with them can help align your investment decisions with your values and guide you toward common goals.
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