Total Impact Portfolio Challenge

Partners

Thank you to our partner organizations that make this Challenge possible.

Founding Supporter

As a company, Bank of America Corporation is dedicated to placing clients’ interests first. While Bank of America, N.A., focuses on helping clients with banking products, our affiliate companies — Merrill Lynch, Merrill Edge and U.S. Trust — are proud to offer a wide range of impact investing strategies. These strategies allow clients’ investments to reflect their values and transform their interests into investment opportunities designed to help manage risk, target global trends and align to causes and issues important to them.

There is a shift happening in the financial world. Investors and institutions around the globe are leading the evolution of our industry by demanding that investment decisions take into consideration social or environmental impact, alongside financial return. Led by insights from the Chief Investment Office (CIO), investment opportunities are identified across multiple asset classes that meet a range of environmental, social or governance factors. Opportunities are identified based on an assessment of their ability to meet clients’ needs and can span from mutual funds, alternative investments, exchange-traded funds or separately managed accounts, to green bonds or social impact bonds. Impact investing strategies from the CIO are subject to due diligence and an investment selection process to help clients pursue both their financial and impact goals.

Clients have access to a full suite of impact investing strategies that target a variety of impact, ESG- and thematic-oriented goals. Clients can choose between both leading third-party asset manager offerings and proprietary strategies, available through Merrill Lynch, Merrill Edge and U.S. Trust. As the investment landscape continues to evolve, our dedicated CIO team is committed to the continued analysis of the connection between social and environmental impact, portfolio growth and overall economic growth. This commitment is key to helping clients pursue both their impact and financial goals for the future.

We are proud to partner with Wharton Social Impact Initiative and Good Capital Project to support the Total Impact Portfolio Challenge; encouraging students to develop the skills needed to help clients pursue potential returns while doing good. 

Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.

Banking products are provided by Bank of America, N.A., and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.  

Merrill Edge® is available through Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), and consists of the Merrill Edge Advisory Center (investment guidance) and self-directed online investing.

Merrill Lynch Wealth Management makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated, a registered broker-dealer and Member SIPC, and other subsidiaries of Bank of America Corporation.

Trust and fiduciary services are provided by U.S. Trust, a division of Bank of America, N.A., Member FDIC.

Investment products:

Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value


Content Partners

Toniic is pleased to be an active supporter of the Total Impact Portfolio Challenge. Among Toniic's 400+ members, over half are part of a sub-group within Toniic called The 100% Impact Network, created in response to demand from asset owners who are increasingly interested in a portfolio approach to align their investments with their values. Members collaborate with a trusted network of their peers to share with and learn from each other, all with the aspiration of achieving 100% impact across all their investments in one or more portfolios.

To help aggregate and analyze the impact of each investor's investments, we have developed the Toniic Impact Portfolio Tool to enable impact investors to document the interrelationships between asset classes and the impact of a portfolio of investments. The Tool allows an investor to classify every underlying investment by its intended impact, as well as other variables that investors take into consideration when designing their portfolios — such as liquidity, expected returns, geography, management structures, and more.

We are pleased to provide the Toniic Impact Portfolio Tool to teams participating in the Challenge. The use of the Tool will help both standardize how the investor teams view their asset allocation across multiple dimensions, as well as set a clear framework for impact reporting to help assess the performance of each of the teams. Good luck to all of the participating teams! 

 

Aapryl is a financial technology company that provides investors with cutting edge tools which integrate our patent pending methodology for a better way to identify investment managers, build portfolios, and manage risk. Additionally, Aapryl has a Manager Diagnostic analytical tool for investment managers wanting to understand how they are being viewed by investors and consultants, comparing their results relative to their peers. Because many systems that investors use provide statistics on a manager's past, investors are often choosing investment managers without any insight into how they might perform going forward. Aapryl solves this problem by leveraging a unique patent pending methodology that allows investors to identify managers that are most likely to be successful in the future. We built the methodology by applying years of research as practitioners which has led us to develop statistical methodologies that are predictive of future results.

 

At Align Impact, we believe that integrating money with values has the power to create positive change in the world and it’s an important part of the wealth management process.

Align Impact is an independent sub-advisory platform specializing in impact investing. We work with financial advisors and their clients (individuals, families, foundations, etc.) to integrate impact investing throughout the wealth management process. We do this by creating and implementing an impact investing strategy across vehicles (trusts, LLCs, foundations, etc.), asset classes (private debt/equity, public debt/equity, etc.) and types of capital (grants, short-term liquidity, long-term alpha, etc.), resulting in a portfolio that integrates your values within a disciplined due diligence process and moves the needle on issues you care about without sacrificing your financial needs.

We believe all investments have impact—positive and/or negative—and we work with our clients to define and implement their particular values into their portfolios.

Align Impact is proud to partner with the Total Impact Portfolio Challenge and its incredible 26 student-led teams as they work to design and execute 100% impact portfolios.