Sep 22nd 2021

Impact Investing by the Numbers

Sep 22nd 2021

Today, one dollar out of every three1 under professional management in the U.S. is invested responsibly. And impact investing’s popularity is likely to keep expanding. The facts and stats below highlight how and why investors are choosing to invest with purpose—and why it’s a smart choice.

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Impact investing focuses on investments in companies that relate to certain sustainable development themes beyond traditional financial factors and demonstrate adherence to environmental, social and governance (ESG) practices. Therefore the universe of investments may be limited and investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. This 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.

Securities and variable annuities are offered through BancWest Investment Services, a registered broker/dealer, member FINRA/SIPC, and SEC Registered Investment Adviser. Financial Advisors are Registered Representatives of BancWest Investment Services. Fixed annuities/insurance products are offered through Bancwest Insurance Agency in California, (License #0C52321) and through BancWest Investment Services, Inc. in all other states where it is licensed to do business. BancWest Insurance Agency is a trade name of BancWest Investment Services, Inc., a subsidiary of BMO Harris Bank N.A.

This is not an offer or solicitation in any jurisdiction where we are not authorized to do business.

BMO Harris Bank N.A. and its various affiliates and subsidiaries are not tax or legal advisors.

Investment and Insurance Products:

NOT FDIC INSURED NOT BANK GUARANTEED MAY LOSE VALUE NOT A DEPOSIT NOT INSURED BY ANY GOVERNMENT AGENCY