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Sustainable Investing

Invest with purpose

Invest to make a difference with best-in-class tools and resources

We're proud to be an industry leader in ESG and sustainable investing, making it easy for you to align your investments with your values.
Merrill Edge Self-Directed® ranked No. 1 for ESG Investing by StockBrokers.com 2022 Annual Broker Review
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# 1 in ESG Investing

Our exclusive tools are built for you – whether you need help choosing your investments or evaluating your portfolio.

Search for Ideas

Idea Builder is home to investments for your portfolio — particularly if sustainable investing is important to you. Find investing ideas from top global minds and align your portfolio with a rapidly transforming world.

Evaluate individual securities

Is the company you're invested in aligned with your values? With ESG ratings in Stock Story, you can be informed about the impact of any public company.

Evaluate your portfolio's impact

With Portfolio Story, you can see how well your investments score against environmental, social and governance criteria by MSCI.

See Sustainable Investing at Merrill in action

Learn how to find sustainable and impact investments and monitor your portfolio's impact.

How to Invest with an Impact

On screen copy:
How can I make an impact with my investing?
Disclosure:
Please see important information at the end of this video.
What if you could make investments that have the potential to provide a financial return while also focusing on companies committed to making the world a little bit better along the way?
It's possible, through something called Sustainable and Impact Investing. Now I say "possible" because let's face it, all investing comes with risk.
But with that in mind, you can make investments with the potential to generate a measurable social and environmental impact while also gaining value over time... and Merrill Edge Self-Directed has ways to help you find them.
I'll show you where to start looking on my screen, so you can do it yourself.
Once you log in to your account, you're going to be looking for information on ESG investments – that stands for environmental, social and governance.
So, you can choose the kind of impact that's important to you, and invest in something that might help build the future you want to see – like a world where companies treat their workers and customers fairly and help keep our environment healthy.
But whatever your priorities are, you can find your inspiration here, under "Investing Ideas."
It's an uncluttered, intuitive way to find investing themes that might interest you. There are pre-screened lists of environmental leaders, and you can even search topics you're interested in, like "water" to see choices that line up with what you're looking for.
And if you find a stock or fund that aligns with your priorities, it only takes a few clicks to dig deeper.
Whether you're looking at a particular stock or a fund like this one, you can see an overall ESG score or read a full ratings report from MSCI, who provide investors all over the globe with insights to better understand the potential impact of their investments.
Another feature within the fund's story is here. You can see each fund's top holdings and then take a closer look at those companies to see how they rate.
With access to tools like these, you don't have to be a research expert to find and validate how the stocks or funds align with the impact you'd like to make.
Merrill even has tools to help you review your current portfolio through a social and environmental lens. They help you become aware of what you own, and where opportunities may exist.
So, when you visit your portfolio's dynamic insights page, just expand your Impact Investing window to see what your portfolio's overall ESG score is.
You can also click over to your portfolio story to find the ESG details for your individual holdings too.
As always, additional help is just a click or call away. And if you ever decide that you'd like a bit more advice and guidance, Merrill can also connect you with an advisor to talk about other sustainable impact investing choices.
So that's it. If you're interested in trying to do some good for the world while you invest, now you know where to find ideas that can put your values into action.
Thanks for watching, and for choosing Merrill.
On screen copy:
What would you like the power to do?®
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Disclosure:
Investing involves risk. There is always the potential of losing money when you invest in securities.
Footnote 
Institutional Investor magazine announced BofA Global Research as one of the Top Global Research Firms in 2020 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. BofA Global Research is research produced by BofA Securities, Inc ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC popup, and wholly owned subsidiary of Bank of America Corporation. For more information about this award, go to Institutional Investor popup. Rankings and recognition from Institutional Investor are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.
MSCI ESG Research LLC., a Registered Investment Adviser under the Investment Adviser Act of 1940, is an independent provider of ESG data, reports and ratings based on published methodologies. MSCI ESG Research LLC is not affiliated with Bank of America Corporation or any of its affiliates. This material does not take into account a client's particular investment objectives, financial situations or needs and is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory and other services. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences, particularly when determining which service or services to select. For more information about these services and their differences, speak with your Merrill financial advisor.
Footnote 
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.
Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). MLPF&S is a registered broker-dealer, registered investment adviser, Member Securities Investor Protection (SIPC) popup and a wholly owned subsidiary of Bank of America Corporation ("BofA Corp").
Investment products:
Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value
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What is sustainable investing?

Sustainable investing offers you the opportunity to invest in companies that are working towards better ways of doing business with innovative approaches to support their long-term performance.

Don't want to go it alone?

We have portfolios that can help – with Merrill Guided Investing, an investment advisory program, you can select a sustainable portfolio that is professionally managed.
  • Primarily invests in index tracking exchange traded funds (ETFs) with some mutual funds for diversification that seek to provide positive social and/or environmental effects
  • Portfolio is managed to be similar to its asset classes' returns

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Merrill Edge Self-Directed was evaluated as one of 15 online brokers in StockBrokers.com 2022 Online Broker Review published on January 11, 2022. StockBrokers.com evaluated brokers using 205 variables across 9 categories. The Best In Class rating recognizes brokers that ranked in the top 5 in that category. Learn more at StockBrokers.com popup. Rankings and recognition from StockBrokers.com are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.
Please review the applicable Merrill Guided Investing Program Brochure (PDF) or Merrill Guided Investing with Advisor Program Brochure (PDF) for information including the program fee, rebalancing, and the details of the investment advisory program. Your recommended investment strategy will be based solely on the information you provide to us for this specific investment goal and is separate from any other advisory program offered with us. If there are multiple owners on this account, the information you provide should reflect the views and circumstances of all owners on the account. If you are the fiduciary of this account for the benefit of the account owner or account holder (e.g., trustee for a trust or custodian for an UTMA), please keep in mind that these assets will be invested for the benefit of the account owner or account holder. Merrill Guided Investing is offered with and without an advisor. Merrill, Merrill Lynch, and/or Merrill Edge investment advisory programs are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF&S") and Managed Account Advisors LLC ("MAA") an affiliate of MLPF&S. MLPF&S and MAA are registered investment advisers. Investment adviser registration does not imply a certain level of skill or training.
The Chief Investment Office (CIO) develops the investment strategies for Merrill Guided Investing and Merrill Guided Investing with Advisor, including providing its recommendations of ETFs, mutual funds and related asset allocations. Managed Account Advisors LLC (MAA), Merrill's affiliate, is the overlay portfolio manager responsible for implementing the Merrill Guided Investing strategies for client accounts, including facilitating the purchase & sale of ETFs and mutual funds in client accounts and updating account asset allocations when the CIO's recommendations change while also implementing any applicable individual client or firm restriction(s).

You may also be able to obtain the same or similar services or types of investments through other programs and services, both investment advisory and brokerage, offered by Merrill; these may be available at lower or higher fees than charged by the Program. The services that you receive by investing through Merrill Guided Investing or Merrill Guided Investing with Advisor will be different from the services you receive through other programs. You may also be able to obtain some or all of these types of services from other firms, and if they are available, the fees associated with them may be lower or higher than the fees we charge.
Sustainable 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.
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Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.

Asset allocation, diversification, and rebalancing do not ensure a profit or protect against loss in declining markets.
Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary (PDF).

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). MLPF&S is a registered broker-dealer, registered investment adviser, Member Securities Investor Protection (SIPC) popup and a wholly owned subsidiary of Bank of America Corporation ("BofA Corp").
Merrill Lynch Life Agency Inc. (MLLA) is a licensed insurance agency and wholly owned subsidiary of BofA Corp.

Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

Investment products offered through MLPF&S and insurance and annuity products offered through MLLA:
Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value
Are Not Deposits Are Not Insured by Any Federal Government Agency Are Not a Condition to Any Banking Service or Activity


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