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1Source: Factset, BofA U.S. Equity & Quant Strategy, “Includes 35 major controversies related to data breaches, accounting scandals, customer safety, sexual harassment and other ESG topics. January 2023.
2Source: Morningstar, "ESG Funds Recover, but Still Trail Conventional Peers by a Small Margin" Feb. 5, 2024. Percentage is based off 308 total funds, with 182 funds ranked in the top two quartiles of their respective category.
3Bloomberg, 5-year returns for the MSCI World ESG Leaders Index gained 13.84% annually, while the MSCI World Index returned 13.41% annually (12/31/2018-12/29/2023). 7-year returns for the MSCI World ESG Leaders Index gained 11.63% annually, while the MSCI World Index returned 11.33% annually (12/30/2016-12/29/2023). Note: These are annualized returns over the respective time periods.
4Source: MSCI, “MSCI ESG Ratings in Global Equity Markets: A Long Term Performance Review” March 2024. Data from Dec. 31, 2012 - Dec. 29, 2023.
5Capability offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
6Capability offered by Bank of America, N.A. and its bank affiliates.
Alternative investments are intended for qualified investors only. Alternative investments such as derivatives, hedge funds, private equity funds, and funds of funds can result in higher return potential but also higher loss potential. Changes in economic conditions or other circ*mstances may adversely affect your investments. Before you invest in alternative investments, you should consider your overall financial situation, how much money you have to invest, your need for liquidity and your tolerance for risk. Alternative investments are speculative and involve a high degree of risk.
Sustainable and 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.
