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Invest In What Matters to You

By Carl Trevison and Stephen Bearce

Invest In What Matters to You

If you’re seeking the ability to align your financial goals with your personal values and social concerns that are important to you, social impact investing (SII) may be a consideration for your portfolio. “Socially responsible, sustainable, values-based, ethical, green, ESG (Environmental, Social, Governance), and impact” are some of the many terms commonly used to describe social impact investing.

While the goals are generally the same – to generate measureable social and environmental impact along with financial returns – the strategies vary in approach. By combining traditional socially responsible exclusions with a disciplined analysis of ESG factors, Wells Fargo has developed an integrated approach to social impact investing.

Gaining in popularity

Over the past 20 years, there have been big changes in the investment industry. One of the most significant has been the growth of social impact investing. Traditionally known as socially responsible investing (SRI), this approach excluded so called “sin stocks” (alcohol, tobacco, weapons manufacturing, adult entertainment, gambling) from investment portfolios. It has expanded to proactively seek best-in-class companies that incorporate strong environmental, social, and governance (ESG) policies into their business practices.


Invest in issues important to you
Do you have concerns about the environment or human rights? Are you interested in supporting the ethical treatment of animals or do you simply wish to avoid investing in companies whose business practices are in conflict with your beliefs?

Wells Fargo offers a range of choices to invest in companies whose policies and practices are compatible with what matters to you. We can help you build a portfolio based on research, analysis and products that align with your investment goals and philosophy and avoid selecting companies with poor ESG performance or those that conflict with your philosophy.

Keep in mind, however, that all investing involves risk including the possible loss of principal. A strategy’s social policy could cause it to forgo opportunities to gain exposure to certain industries, companies, sectors or regions of the economy which could cause it to underperform similar portfolios that do not have a social policy. A socially responsible investing style may shift in and out of favor.

Contact us for more information on how to incorporate social impact investing into your investment planning.

Wells Fargo Advisors does not provide tax or legal advice. Please consult with your tax and/or legal advisors before taking any action that may have tax and/or legal consequences.



This article was written by/for Wells Fargo Advisors and provided courtesy of Carl M. Trevisan, Managing Director-Investments and Stephen M. Bearce, First Vice President- Investments in Alexandria, VA at 800-247-8602.


Investments in securities and insurance products are: NOT FDIC-INSURED/NOT BANK-GUARANTEED/MAY LOSE VALUE

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.


© 2017 Wells Fargo Clearing Services, LLC. All rights reserved.


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