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Bank of America Global Wealth and Investment Management

PRI reporting framework 2018

Export Public Responses

You are in Strategy and Governance » Investment policy


SG 01. RI policy and coverage


01.1. 責任投資アプローチをカバーする投資ポリシーを策定しているかどうかを明示してください。

01.2. ポリシーの構成要素/種類と対象範囲を示してください。


01.3. 投資ポリシーが以下のどの項目をカバーしているか明示して下さい:

01.4. 組織の投資原則および全体の投資戦略、ならびに、ESG 要因および実体経済の影響をどのように考慮に入れているのかについて説明して下さい。

The approach to responsible investment is explained in the Bank of America Environmental and Social Risk Policy document. 

Our wealth management clients are increasingly interested in the role that environmental, social and governance (ESG) criteria can play in evaluating portfolio risks and long-term investment opportunities. Our Global Wealth and Investment Management (GWIM) division has developed an offering that provides our clients access to strategies across multiple asset classes that integrate ESG into their investment approach. GWIM is committed to continuously providing education and thought leadership to advisors, portfolio managers and clients on the benefits of incorporating ESG. As our work in this area progresses, we will take the ESRP Framework into consideration. However we do not require all investment strategies on our platform to incorporate ESG considerations, nor do we apply these considerations to our investment recommendations or decisions or the asset allocation of Merrill Lynch or U.S. Trust clients unless they request us to do so.

01.5. 責任投資アプローチをカバーする組織の投資ポリシーの重要な構成要素、バリエーション、例外事項を簡潔に説明してください。

SG 02. Publicly available RI policy or guidance documents


02.1. 一般に入手できる組織の投資ポリシー文書を記載してください。その文書のURLを記入し、該当文書を添付してください。

02.2. 一般に入手できる組織の投資ポリシー文書を記載してください。その文書のURLを記入し、該当文書を添付してください。

02.3. 組織の投資原則および全体の投資戦略が公表されているかどうかについて明示して下さい。

02.4. 補足情報 [任意]

SG 03. Conflicts of interest

03.1. 組織として、投資プロセスにおける潜在的な利益相反を管理するポリシーを策定しているかどうかについて明示して下さい。

03.2. Describe your policy on managing potential conflicts of interest in the investment process.

Bank of America Merrill Lynch follows practices designed to manage conflicts of interest and help ensure that clients’ interests always come first. Bank of America Merrill Lynch evaluates its business activities and the actual and possible conflicts that may emerge from its activities on an ongoing basis. To the extent that existing or new business activities raise an actual conflict of interest, or the appearance of a conflict, we endeavour to provide full and clear disclosure or take appropriate action to avoid them. Bank of America also has an Enterprise Code of Conduct by which all employees are required to abide, and mandates that employees must identify and address real or perceived conflicts of interest.

03.3. Additional information. [Optional]

SG 04. Identifying incidents occurring within portfolios (Private)