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Bank of America Global Wealth and Investment Management

PRI reporting framework 2020

You are in Strategy and Governance » Promoting responsible investment

Promoting responsible investment

SG 09. Collaborative organisations / initiatives

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 wealth management organizations are signatories to the PRI since March 2015. These entities have responsibility for our discretionary investment management, and are as follows: the Private Bank, Merrill, Investment 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]

The Bank of America Chief Investment Office (CIO) is a GIIN 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 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]

The Private Bank 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

          U.S. SIF – We are members and have a member on the Research Committee
        

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. SIF – We are members and have a member on the Research Committee

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]

BAC is a signatory and we sponsor climate week events


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 688 Advisors – includes presentations, meetings, and conference calls
        

Frequency of contribution

Description

          We are a partner and sponsor in a collaborative effort through MMI/Morningstar Sustainable Investing Initiative to develop Sustainable and Impact Investing curriculum for financial advisors
        

Frequency of contribution

Description

          Speaking engagements at 27 different industry events
        

Frequency of contribution

Description

          12 in-house research pieces published and available to advisors and clients; 2 new in-depth research papers published in 2018
        

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]


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


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