The do-good investor
You know that certain actions—like volunteering or buying locally—can help the environment or improve society. But did you know that investing can as well?
Past performance does not guarantee future results.
- In this report, industry leaders are referred to as S&P 500 companies with 2014 CDP disclosure scores and/or CDP performance bands that rank in the first quartile versus peers by GICS Industry Group, where:
Q1 = first quartile (top 25% of responding companies by industry group);
Q2 = second quartile;
Q3 = third quartile;
Q4 = fourth quartile (bottom 25% of responding companies by industry group); and Non-responders include: declined to participate; no response; provided information but did not answer questionnaire to CDP in 2014.
- Return on Equity (ROE) = net income less preferred dividends, divided by average total common equity (three-year average, 2011–2013).
- Analysis in this report is based on the 337 company responses received by the deadline of June 28, 2014. The response rate of 70% (348 companies) is based on time of printing.
The risk/potential reward spectrum is intended to provide a general evaluation of the risk and potential return across the impact investment spectrum. It is not meant to predict future performance or the volatility of any investment option or category. Investors should carefully consider the investment objectives, risks, charges and expenses before investing.
Investing involves risk, including loss of principal.
Merrill Edge is available through Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), and consists of the Merrill Edge Advisory Center (investment guidance) and self-directed online investing.
Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
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