UMB’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.
ESG investing services are offered through UMB Private Wealth Management. You might not have an account with this entity. Contact your UMB representative if you have any questions.
UMB Investment Management and UMB Private Wealth Management are divisions within UMB Bank, n.a. UMB Bank, n.a. is a subsidiary of UMB Financial Corporation.
Not FDIC Insured * No Bank Guarantee * May Lose Value