Socially Responsible Investing

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Socially Responsible Investing
Investing in companies that
share your values
What is Socially Responsible Investing?
Socially Responsible Investing (SRI) is many things to many people. Above all, SRI is about investing in companies that mirror your own values. So if you care about the environment, protecting human rights, promoting diversity and corporate responsibility, there's a fund featuring companies with values that might be similar to yours.
Our three main areas of focus for SRI funds:
Environment
Companies must develop environmentally beneficial products or services while working to minimize their own carbon footprint.
Social Involvement
Companies must be involved in helping communities thrive through their investment and philanthropy.
Governance
Companies must proactively promote corporate responsibility through diversity, workplace quality and transparency.
We make it easy to find funds that reflect your values
As a Merrill Edge client, you can easily find SRI funds through our mutual fund and ETF screeners, which allow you to quickly filter results to match your preferences.
Did you know? Bank of America has a 10 year, $50 billion environmental initiative to help advance a low-carbon economy.
For more complete information on any mutual fund, clients should obtain the prospectus, and/or if available, the summary prospectus, from their Financial Advisor and should read it carefully. Before investing, carefully consider the investment objectives, risks, and charges and expenses of a fund. This and other information can be found in the fund's prospectus and/or, if available, summary prospectus. 

Prospectuses for mutual funds can be obtained through the investor's sign-in area of merrilledge.com. Clients of the Merrill Edge Advisory Center can also call 1.888.654.6837. If you're not currently a Merrill Edge client, please call 1.888.637.3343.