Purpose-Driven Investing

Let us help you align your portfolio with personal values.

Why Is Purpose-Driven Investing Important?

Often investment success is defined by more than just financial gains. For many investors, how they pursue their goals also matters. Purpose-Driven Investing is an approach that aligns your portfolio with your personal values. It can also be a strategy to manage hidden Environmental, Social, and Governance (ESG) risks that could negatively affect your investments.

Our Approach

PNC believes that delivering Purpose-Driven Investing strategies is vital to serving our clients. Purpose-Driven Investing has been an element of our investment process for some time and we continue to expand our capabilities in this area to more effectively serve growing investor interest.

You should not have to choose between investing according to your values and investing for your financial goals. You can do both and at PNC, we call that purpose-driven investing.

When individuals, families or institutions express a desire to align their investments, values and goals, we carefully construct a portfolio that is designed to achieve their designated objectives while also respecting their principles. Through a spectrum of purpose-driven investing capabilities, we work with you to develop a customized approach.

Our Solution & Process

When you choose Purpose-Driven Investing, we integrate your preference through our entire investment process.

From design and construction through implementation and assessment, PNC aligns our Purpose-Driven Investing solutions with your investment goals, values and aspirations using five core components:

  1. Dedicated Purpose-Driven Investing Vehicles
  2. Custom Screening of Passive and Active Portfolios
  3. Use of Environmental/Social/Governance (ESG) Ratings to Evaluate Investment Strategies
  4. Proxy Voting for Purposes of Shareholder Advocacy
  5. Fund for Charitable Giving

Contact Us

Interested in becoming a PNC Private Bank client? Simply fill out and submit our form. We’ll then contact you to schedule an appointment and learn more about your financial goals.

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