Client Conversations: Align Wealth With Purpose
Client Conversations gives financial advisors an easy way to communicate with clients on topics influencing financial markets; it highlights common investor behaviors and offers ways to address the challenges investors face. Share this article with your clients, and remember to follow your firm's policies that govern sharing content with clients and prospects.
1 ”Report on US Sustainable, Responsible and Impact Investing Trends,” US Sustainable Investment Forum (US SIF), 2016
2 “The 2016 Global Sustainable Investment Review," Global Sustainable Investment Alliance, 2017
3 MSCI ACWI Sustainable Impact Index is designed to identify listed companies whose core business addresses at least one of the world’s social and environmental challenges, as defined by the United Nations sustainable development goals. For illustrative purposes only and may not be the relevant benchmark for sustainable investing products offered by Hartford Funds. Index returns are not representative of a fund’s actual performance. Impact investing is one of several sustainable investment approaches. Benchmarks that reflect other sustainable investment approaches may have different results.
4 MSCI ACWI Index is designed to represent performance of the full opportunity set of large- and mid-cap stocks across developed and emerging markets, consisting of developed and emerging market country indices. The MSCI ACWI Index is the parent index of the MSCI ACWI Sustainable Impact Index. MSCI index performance is shown net of dividend withholding tax; prior to 3/1/17, it was gross of dividend withholding tax.
5 “ESG: Good companies make good stocks,” Bank of America Merrill Lynch, Global Research, 12/18/16
All investments are subject to risk, including the possible loss of principal. A portfolio of sustainable, ESG and/or impact investments may have higher or lower returns than a more diversified portfolio where decisions are based on other investment considerations. Because sustainable, ESG and impact criteria exclude some investments, investors may not be able to take advantage of some opportunities or market trends as investors that do not use such criteria.
This material is provided for educational purposes only.
This information does not take into account the specific tax and financial condition of any specific person. This information has been prepared from sources believed reliable but the accuracy and completeness of the information cannot be guaranteed. This material and/or its contents are current at the time of writing and are subject to change without notice. This material may not be copied, photocopied or duplicated in any form or distributed in whole or in part, for any purpose, without the express written consent of Hartford Funds.