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Bank of America Global Wealth and Investment Management

PRI reporting framework 2018

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Promoting responsible investment

SG 09. Collaborative organisations / initiatives

New selection options have been added to this indicator. Please review your prefilled responses carefully.

09.1. Select the collaborative organisation and/or initiatives of which your organisation is a member or in which it participated during the reporting year, and the role you played.

Select all that apply

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Certain entities of Bank of America’s Global Wealth and Investment Management organization are signatories to the PRI since November 2014. These entities have responsibility for our discretionary investment management, and are as follows: U.S. Trust; Managed Solutions Group/Managed Account Advisors, and the Chief Investment Office.

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Bank of America Merrill Lynch was a contributing author of the Green Bond Principles

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

U.S. Trust is a member

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Bank of America is a member

          US SIF
        

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Bank of America is a member on sponsor of numerous US SIF initiatives, events and conferences; and we have an employee participating as a Board member.


SG 09.2. Assets managed by PRI signatories (Private)


SG 10. Promoting RI independently

10.1. Indicate if your organisation promotes responsible investment, independently of collaborative initiatives.

10.2. Indicate the actions your organisation has taken to promote responsible investment independently of collaborative initiatives. Provide a description of your role in contributing to the objectives of the selected action and the typical frequency of your participation/contribution.

Description

          Trained over 2000 Advisors – includes presentations, meetings, and conference calls
        

Frequency of contribution

Description

          We are a partner and sponsor in a collaborative effort to develop Sustainable and Impact Investing curriculum for financial advisors
        

Frequency of contribution

Description

          Spoke at 45 different conferences and forums and another 7 client symposiums. See response to SG 10.3 for a complete list of conferences.
        

Frequency of contribution

Description

          12 articles, research and white papers published internally in 2017
        

Frequency of contribution

Description

          PRI is referenced in all of our training and marketing materials; and is actively discussed in our speaking engagements
        

Frequency of contribution

Description

          Recently appointed to SDG Working Group for Asset Owners
        

Frequency of contribution

Description

          On the Board of US SIF
        

Frequency of contribution

10.3. Describe any additional actions and initiatives that your organisation has taken part in during the reporting year to promote responsible investment [Optional]

We have been active speaker and panellist participants at numerous key conferences throughout 2017 as listed below:

  • CFA Society of Analysts – Key Note Speaker
  • Winter Innovation Summit - Speaker
  • Sustainable Business & Social Impact Conference - Speaker
  • Yahoo Finance Environomics - Panelist
  • The Economist – Impact Investing Conference – Founding Sponsor, Panelists
  • Gratitude Railroad – Keynote Speaker
  • Beyond Talk – Keynote speaker
  • Abraaj Conference – Speaker
  • Toniic – Panelist
  • New York Society of Analysts – Keynote
  • Wharton MIINT – Sponsor and Speaker
  • MIT Sustainability Summit – Keynote
  • Overcoming Barriers to ESG Integration – Speaker
  • Bloomberg Invest New York – Speaker
  • GSG Impact Summit – Speaker and Panelist
  • TIIP/State Street Conf – Speaker
  • Cavendish Global Conf – Speaker
  • Eaton Vance ESG Panel – Panelist
  • Social Impact Investing – Speaker
  • PRI In Person – Sponsor
  • Global Women’s Conference – Speaker
  • High Water Women – Speaker
  • Sustainable Investing in Emerging Markets Summit - Speaker
  • ESG Investing Forum TruValuLabs – Speaker
  • Columbia Univ Earth Institute – Panelist
  • Wharton Impact Investing Roundtable – Speaker
  • Investment Partners Forum – Speaker
  • Jewish Colorado YAD Network – Speaker
  • Financial Times Investing for Good - Speaker

SG 11. Dialogue with public policy makers or standard setters (Private)


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