Do your investing goals include support for positive change in the world, as well as financial return? We can help bring value to your values with opportunities to invest using environmental, social and governance (ESG) principles. We call this impact investing.
With your goals in mind, we evaluate ESG investing options for your portfolio with an approach that is:
Data-driven. We offer objective, data-driven social impact investing options.
Insightful. We provide insights into the rapidly changing ESG investing landscape.
Impactful. We show you the measurable impact of your investments.
Meaningful. We help you discover the impact investment opportunities that connect with you.
Everyone’s beliefs are different, and our experienced team of impact investment analysts will tailor a portfolio to your unique impact goals. We focus on opportunities to drive measurable change alongside financial return – and since we don’t offer proprietary products, we can recommend what we think are the best options for your needs.
We apply ESG criteria to assess funds across several benchmarks:
Environmental: climate change, energy efficiency, pollution, water scarcity, biodiversity
Social: human rights, gender and racial diversity, education, labor standards, employee engagement
Governance: board composition, executive pay, audit committee, lobbying activities, political contributions
As interest in social impact investing has grown, so have concerns about “greenwashing” – when investment managers focus on marketing opportunities rather than making investment decisions based on genuine commitment to ESG impacts.
We’re your first line of defense against greenwashing. We sort through the data to analyze impacts, identify red flags and help ensure the funds we recommend ‘walk the talk’ in adhering to the principles you want to support. Our due diligence focuses on:
Benefits. Does the investment generate ESG benefits in addition to financial return?
Significance. How significant are ESG factors to the financial performance?
Effort. Do the results come from ESG efforts or just chance?
Considering ESG impact as part of investment analysis can help improve decision-making around potential risks and opportunities. To support your goals, we’ll customize your portfolio using funds that aim to deliver positive investment returns while addressing social or environmental challenges.
Ranked #1 in Investor Satisfaction with Full-Service Wealth Management Firms, according to the J.D. Power 2024 U.S. Full-Service Investor Satisfaction Study.1 Also ranked #1 in Trust.
U.S. Bank has been recognized as one of the 2024 World’s Most Admired Companies.2 Our quality of products and services, people management, long-term investment value and social responsibility were ranked at the top of the industry for superregional banks.
For the 10th consecutive year, U.S. Bank has been named one of the World’s Most Ethical Companies® by the Ethisphere Institute, a global leader in defining and advancing the standards of ethical business practices.3
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What is impact investing?
Learn how your personal values can be meaningfully incorporated into your investment strategy.
What is greenwashing in investing?
Companies worldwide may misrepresent their green credentials to deceive investors and consumers for economic gain or public favor.