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IMPACT SOLUTIONS

Where purpose drives performance

Whichever causes matter to you most, your investing strategy can be a powerful tool for putting your values into action.

Your money has the power to make an impact

With Bank of the West Impact Solutions, you gain access to an end-to-end suite of products that can help ensure your investments are aligned with your ethics and principles.

Know what you own and the activities your money is supporting
Reflect your values through your investmentsfootnote1
Be part of the solution to today's social issues

Impact Solutions at a glance

Working with a dedicated advisor, you can invest all or just a portion of your portfolio in values-based holdings that reflect who you are and what you stand for.

Mutual Funds & ETF Portfolios

Choose from our curated lineup or apply positive and negative screens to any of our professionally managed portfolios.footnote2

Custom Strategies

Choose from socially responsible funds that align with your values and are evaluated based on environmental, social, and governance (ESG) factors, such as climate change, conflict risk, and human rights.footnote3

Enhanced Impact Investments

Invest in highly targeted solutions, including special and time-limited offerings, such as purpose-driven structured notes, green bonds, and private funds.footnote4

Fully Integrated Solutions

Take a holistic approach to pursuing the social and financial objectives important to you by combining philanthropy and investing to activate your vision for change.footnote5

Impact Investing Insights

Leverage the valuable insights we provide as a leader in sustainable finance on impact investing, philanthropy, and sustainability. Learn More

Connect with an Advisor by phone through Privilege Connect with 24/7 assistance

Call: 1-800-435-1912 (TTY: 1-800-659-5495)
International Call Collect: +1-925-975-3202 (TTY: +1-402-918-6495)

Tell us where you live

Choose your state of legal residence. We can then give you information about the products and services available in your area.

Note: Bank of the West has branches only in the states listed in the drop-down. At this time, we only open accounts for individuals and businesses in these states.