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. 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.
24/7 exclusive assistance:
Your money has the power to make an impact
Know what you own and the activities your money is supporting
Reflect your values through your investments1
Be part of the solution to today's social issues
Do well while doing good
Impact Solutions at a glance
Bank of the West's Impact Solutions combines a range of responsible investment products with a strategic philanthropy solution for a flexible approach to activating your vision for change. With the guidance of 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.
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 rights3
Enhanced Impact Investments
Invest in highly targeted solutions, including special and time-limited offerings, such as purpose-driven structured notes, green bonds, and private funds4
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 change5
The Philanthropy Fund
In addition to supporting your impact investing needs, we can help you make the most of your charitable giving with The Philanthropy Fund. This donor-advised fund can help you get a tax deduction and contribute a variety of liquid and illiquid assets without paying capital gains taxes.
Where you bank and invest matters
These are just two of the bold initiatives that have earned recent recognition from Euromoney: "World's Best Bank for Sustainable Finance" in 2018 and "World's Best Bank for Corporate Responsibility" in 2019.
Legal information and Disclosures
Bank of the West is a wholly owned subsidiary of BNP Paribas. Bank of the West Wealth Management offers products and services through Bank of the West and its various affiliates and subsidiaries. Global Investment Management Services is a part of Bank of the West Wealth Management's Global Investments and Fiduciary Solutions group, which offers access to trust and fiduciary services, designed to help ensure your wealth is managed according to your wishes. For further information on the full offering available from the Global Investments and Fiduciary Solutions group, please contact your Private Client Advisor. BancWest Investment Services is a wholly owned subsidiary of Bank of the West and a part of the Wealth Management Group.
An investor should carefully consider the investment objectives, risks, fees, and expenses of a mutual fund or exchange-traded fund before investing. The fund prospectus contains this and other fund information. Contact your advisor or the fund company for a copy of the prospectus, which should be read carefully before investing.
Gifts to The Philanthropy Fund are irrevocable gifts to "Renaissance Charitable Foundation Inc., " which maintains exclusive legal control over all donor-advised funds in The Philanthropy Fund. Please indicate that you made your gift to "Renaissance Charitable Foundation Inc. " for any of your tax reporting forms. Bank of the West, its affiliates and subsidiaries, are separate from and not affiliated with Renaissance Charitable Foundation. The companies are not responsible for each other 's policies or services.
Past performance does not guarantee future results. Investing involves risk, including loss of principal. When sold or redeemed, an investment may be worth more or less than the original investment amount. Asset allocation and diversification do not ensure a profit or protect against loss in a declining market.
1Securities and variable annuities are offered through BancWest Investment Services, a registered broker/dealer, member FINRA/SIPC, and SEC Registered Investment Adviser. Financial Advisors are Registered Representatives of BancWest Investment Services. Fixed annuities/insurance products are offered through BancWest Insurance Agency in California (License #0C52321) and through BancWest Investment Services, Inc. in all other states where it is licensed to do business. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business.
2Available through BankWest Investment Services (BWIS) or Global Investment and Fiduciary Solutions (GIFS).
3Available through GIFS.
4Available through BWIS.
5Available through GIFS and Bank of the West Wealth Management 's Key Client Group America.
Bank of the West and its various affiliates and subsidiaries are not tax or legal advisors.
Investment and Insurance Products:
- NOT FDIC INSURED
- NOT BANK GUARANTEED
- MAY LOSE VALUE
- NOT A DEPOSIT
- NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY