Listen now! Aligning Your Investments to Your Values
In less than five minutes, learn tips to be more intentional about incorporating your values into your investment strategy.
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- Transferring Your Wealth Special Needs Trusts: An Estate-Planning Strategy for Parents and Grandparents
What can Wells Fargo do for you?
Talk to us about crafting strategies for managing both sides of your balance sheet.
This information is provided for educational and illustrative purposes only.
All investing involves risk, including the possible loss of principal. Past performance is not indicative of future results, and there is no assurance that any investment strategy will be successful.
Social impact investing focuses on companies that demonstrate adherence to environmental, social and corporate governance principles, among other values. There is no assurance that social impact investing can be an effective strategy under all market conditions. Different investment styles tend to shift in and out of favor. In addition, a fund’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. In addition, there is no guarantee that the company invested in by a fund will exhibit positive or favorable ESG characteristics.