Impact investing

Integrating your values into your portfolio

We help you find market value in your values. Your wealth management professional will consider your ethical priorities, along with your desired financial objectives, to create your portfolio.

Impact investing includes environmental, social and governance (ESG) considerations. We offer socially and ethically responsible investment options that seek to mitigate risks and contribute to ESG solutions.

Our Asset Management Group includes a dedicated team of analysts with deep experience in analyzing and assessing ESG funds. Our excellent reputation with community partners helps us navigate ESG considerations – and because we don’t offer proprietary products – we're able to offer what we believe will be the most suitable options based on your needs.

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ESG criteria

Environmental – climate change, energy efficiency, pollution, water scarcity or biodiversity

Social – human rights, gender and racial diversity, education, labor standards or employee engagement

Governance – board composition, executive pay, audit committee, lobbying activities or political contributions

Improved decision-making

We believe considering ESG impact as part of investment analysis can help improve decision-making around potential risks and opportunities. With your goals in mind, we'll select funds that aim to deliver positive investment returns while addressing social or environmental challenges.

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EXPANDING BEYOND FINANCIAL RETURNS

Values-based difference

Our approach to helping you assess ESG investment options is:

  • Data-driven. We offer objective and data-driven impact investment options.
  • Insightful. We provide insights on the rapidly changing ESG landscape.
  • Impactful. We show you the measurable impact of your investments.
  • Meaningful. We help you discover the impact opportunities that connect with you.

Terms for impact investing

Impact captures the breadth of initiatives but some other common terms include:

  • Corporate social responsibility (CSR)​
  • Environmental, social & governance (ESG)
  • Socially responsible investing (SRI)​
  • Sustainable investing (SI)

Definition of “greenwashing”

Greenwashing is a term for cases when investment managers focus their efforts primarily on exploiting marketing opportunities rather than making investment decisions based on genuine commitments to ESG impacts.

Defense against greenwashing

We serve as your first line of defense against greenwashing. We sort through the data to help clients separate the “winners from the spinners,” by looking at the root cause of greenwashing. Three critical areas of due diligence are:

  • Benefits. Does the investment generate ESG benefits in addition to a financial return?
  • Significance. How significant are ESG factors to the financial performance?
  • Effort. Do the results come from ESG efforts or just chance?

Accolades

 

U.S. Bank recognized as one of the 2021 World’s Most Admired Companies, ranking atop the Superregional Banks industry category for the 11th consecutive year.

– Fortune1

U.S. Bank was named a World’s Most Ethical Company 7 years in a row.

– Ethisphere Institute, February 20212

Our WEALTH Teams

 

Where are you in your financial journey?

We work to understand your assets, needs and goals, then provide the right level of support to help you move forward.

Online investing for all

No minimum investment required

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Comprehensive wealth management

Starting at $100k investments or $250k total balances

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Private wealth services

Starting at $3 million net worth up to $75 million

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Family office services

Starting at $75 million net worth and above

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Insights

 

What is impact investing?

Learn how your personal values can be meaningfully incorporated into your investment strategy.

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Market news

Read our up-to-date reports on economic events and news from the markets.

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What is greenwashing in investing?

Companies worldwide may misrepresent their green credentials to deceive investors and consumers for economic gain or public favor.

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