Social Impact Investing

Social Impact Investing. Align your investments with your personal values.

Align Your Investments
with Your Personal 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 most to you.

Choices: Select from a range of customized responsible investment 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.

Social impact investing seeks best-in-class companies that incorporate strong Environmental, Social, and Governance (ESG) policies into their business practices.

Partner with a team of professionals who have been at the forefront of innovation and leadership in responsible investing for more than 20 years, led by Lloyd Kurtz, Head of Social Impact Investing at Wells Fargo Private Bank.

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Wealth Planning Update - Show Me the Meaning: Values-Based Investment Considerations - The Private Bank

Values-Based Investment Considerations

Steps which may help you overcome common hurdles and move your family forward to reach common values-based investment goals.

Read the report