ISSUE 32: 2017

U.S. Trust Focuses on Impact Investing

A primer, a web page and more — all designed to help you on your journey to doing
good while doing well.

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Investing for impact has long been a top priority at U.S. Trust. For years we’ve offered investment approaches that seek to make beneficial social and environmental changes without sacrificing return potential, most notably with our Socially Innovative Investing (S2I) suite of products. We’re proud to say that our commitment continues with a range of new resources including an investment guide, an impact-focused website and a report on gender-lens investing.

A primer for impact

If you’d like to start investing U.S. Trust Focuses on Impact Investing A primer, a web page and more — all designed to help you on your journey to doing good while doing well. for positive social and environmental impact and for profit but have questions, a new primer from U.S. Trust may provide the answers you are looking for. Impact Investing: A Guide to Doing Good While Also Doing Well describes ways to invest for impact, how impact investing and philanthropy differ, and select strategies available through U.S. Trust. The primer also explains how some longstanding beliefs about the strategy — such as the likelihood of subpar returns — are no longer valid. The guide, with a foreword by Chris Hyzy, U.S. Trust chief investment officer, and Jackie VanderBrug, co-chair of the Impact Investing Council, is available now at ustrust.com/impactinvesting.

A new website

We launched ustrust.com/impactinvesting recently as a go-to site for many things impact, including information on our S2I strategies, cutting-edge articles by our thought leaders, links to third-party resources, and more.

A look at gender lens investing 

Every day we see how women’s roles in society and the workplace are changing. Through a Gender Lens: Investing for Impact and Opportunity, a report from the Impact Investing Council, shines a light on how corporations can improve gender parity while also benefitting their bottom line. The white paper, which also looks at how investors can engage in gender lens
investing, will be available soon at ustrust.com/impactinvesting.

To learn more, contact your U.S. Trust advisor.

IMPORTANT INFORMATION

Investing involves risk. There is always the potential of losing money when you invest in securities.

Past performance is no guarantee of future results. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.

Always consult with your independent attorney, tax advisor, investment manager and insurance agent for final recommendations and before changing or implementing any financial, tax or estate planning strategy.

OTHER IMPORTANT INFORMATION

Impact Investing Social impact investing is a relatively new and evolving investment opportunity which is highly speculative and involves a high degree of risk. An investor could lose all or a substantial amount of their investment.

Investing for impact has long been a top priority at U.S. Trust. For years we’ve offered investment approaches that seek to make beneficial social and environmental changes without sacrificing return potential, most notably with our Socially Innovative Investing (S2I) suite of products. We’re proud to say that our commitment continues with a range of new resources including an investment guide, an impact-focused website and a report on gender-lens investing.

A primer for impact

If you’d like to start investing U.S. Trust Focuses on Impact Investing A primer, a web page and more — all designed to help you on your journey to doing good while doing well. for positive social and environmental impact and for profit but have questions, a new primer from U.S. Trust may provide the answers you are looking for. Impact Investing: A Guide to Doing Good While Also Doing Well describes ways to invest for impact, how impact investing and philanthropy differ, and select strategies available through U.S. Trust. The primer also explains how some longstanding beliefs about the strategy — such as the likelihood of subpar returns — are no longer valid. The guide, with a foreword by Chris Hyzy, U.S. Trust chief investment officer, and Jackie VanderBrug, co-chair of the Impact Investing Council, is available now at ustrust.com/impactinvesting.

A new website

We launched ustrust.com/impactinvesting recently as a go-to site for many things impact, including information on our S2I strategies, cutting-edge articles by our thought leaders, links to third-party resources, and more.

A look at gender lens investing 

Every day we see how women’s roles in society and the workplace are changing. Through a Gender Lens: Investing for Impact and Opportunity, a report from the Impact Investing Council, shines a light on how corporations can improve gender parity while also benefitting their bottom line. The white paper, which also looks at how investors can engage in gender lens
investing, will be available soon at ustrust.com/impactinvesting.

To learn more, contact your U.S. Trust advisor.

IMPORTANT INFORMATION

Investing involves risk. There is always the potential of losing money when you invest in securities.

Past performance is no guarantee of future results. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.

Always consult with your independent attorney, tax advisor, investment manager and insurance agent for final recommendations and before changing or implementing any financial, tax or estate planning strategy.

OTHER IMPORTANT INFORMATION

Impact Investing Social impact investing is a relatively new and evolving investment opportunity which is highly speculative and involves a high degree of risk. An investor could lose all or a substantial amount of their investment.