Investing with purpose
Align your investment portfolio and your values with environmental, social and corporate governance (ESG) investing.
Start your ESG investing conversation today. Call 800.862.6670.
Staying true to good values
UMB's dedicated ESG team thoroughly and extensively vetted the portfolio over several years to provide you with an all asset class ESG offering that spans multiple performance categories: domestic large-cap, mid-and, small-cap stocks, international and emerging markets stocks, as well as fixed income. The ESG team actively reviews asset allocations, asset managers and new opportunities so you can feel comfortable with your responsible investments.
Our ESG investment portfolio was built intentionally, with due diligence, research and patience. We believe an integration of three key attributes—environmental, social and governance—combined with attractive risk-adjusted returns is the most prudent focus for clients wanting to align their values and portfolio construction.
Connect with us to discuss how you can do well by doing good with ESG investing.
Understanding ESG Investing
While actual fund selections will vary, ESG investment portfolios focus on three areas:
- Carbon emissions and climate change
- Resource utilization
- Human Rights
- Executive compensation
- Management structure
- Board Accountability
- Shareholder treatment
ESG investment portfolios are developed and monitored by UMB Investment Management. UMB Investment Management's interpretation of ESG factors and the application of this process is subjective and may evolve over time. Each fund held within the ESG portfolio exhibits varying risk and return characteristics due to the potential diversity of securities held within each fund and other criteria outlined in the prospectus. Additionally, due to the screening process for funds held within the ESG portfolio, portfolio holdings will differ from the applicable benchmark and the returns will vary accordingly, either outperforming or underperforming at any time. All investments involve risk, including the possible loss of principal. Past performance is no guarantee of future results.
Securities are offered through UMB Financial Services, Inc., Member FINRA‡, SIPC‡, UMB Private Wealth Management or UMB Healthcare Services. UMB Private Wealth Management, UMB Investment Management and UMB Healthcare Services are divisions within UMB Bank, n.a. UMB Bank, n.a. is a subsidiary of UMB Financial Corporation. UMB Financial Services, Inc. is a wholly owned subsidiary of UMB Financial Corporation and an affiliate of UMB Bank, n.a.
Check the background of UMB Financial Services, Inc. and associated investment professionals on FINRA's BrokerCheck‡.
NOT FDIC INSURED | MAY LOSE VALUE | NO BANK GUARANTEE