Toggle nav

Responsible Investing

Let us help you align your portfolio with personal values.

 

Call Us Now

M-F: 7am to 10pm ET
Sat & Sun: 8am to 5pm ET

844-749-2854

Let's Talk

Provide us your contact information and we will get in touch with you.

Contact Us

Why is Responsible Investing Important?

Often investment success is defined by more than just financial gains. For many investors, how they pursue their goals also matters. Responsible 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 Responsible Investing strategies is vital to serving our clients. Responsible 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 responsible 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 responsible investing capabilities, we work with you to develop a customized approach.

Our Solution & Process

icon of briefcase with pencil

When you choose Responsible Investing, we integrate your preference through our entire investment process.

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

  1. Dedicated Responsible 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

Insights to Guide Your Path

Key PNC thought leaders explore Responsible Investing topics including trends, strategies and research through detailed articles and white papers.

Markets & Economy

Responsible Investing: Aligning Values, Investments & Aspirations

Many families are embracing the idea of expressing their personal values through a strategy known as responsible investing.

3 min read

Markets & Economy

Responsible Investing through Active Engagement

Responsible investing is a growing discipline, and active engagement between shareholders and company management through proxy voting and resolutions has become a significant part of this evolution.

3 min read

Manage Assets

Charitable Planning & Responsible Investing

The principle of responsibility can be a significant motivator in strategic planning, and with stronger returns demonstrating effective productivity, charitable foundations are exploring the potential of adopting responsible investing.

4 min read

Browse More Articles

PNC Wealth Management® Contact Form

Let's Talk!

Thank you for your interest. Please fill out and submit this form or call us to request an appointment with a PNC wealth professional at a time that’s convenient for you.

All fields required.

Are you an existing PNC Wealth Management client?

My goals are:

Wealth Strategy consists of Family Wealth Transfer, Retirement Planning, Family Governance & Education, Risk Management, Strategic Philanthropy, Family & Business Continuity and Succession, Corporate Executives and Modern Family.


Investment Management will take time to understand your special needs, time horizons, goals and how much risk you’re willing to assume to get there.


Trust and Estate Services can help implement an appropriate trust strategy to meet your specific needs including Revocable or Irrevocable Trusts, Estate Settlement Services, Charitable Remainder Trusts, Asset Protection Trusts, Dynasty Trusts, and Custody Services.


Private Banking Services helps you understand your short-term needs and long-term financial goals whether it’s for a personal line of credit, second mortgage for a vacation property or help with other sophisticated lending solutions.


Hawthorn is a premier provider of integrated financial services to families of very significant wealth.


Institutional Asset Management guides institutional clients utilizing service centered culture, deep client knowledge, effective communication, and an empowered service team.



Related Resources

Important Legal Disclosures & Information

The material presented herein is of a general nature and does not constitute the provision by PNC of investment, legal, tax, or accounting advice to any person, or a recommendation to buy or sell any security or adopt any investment strategy. Opinions expressed herein are subject to change without notice. The information was obtained from sources deemed reliable. Such information is not guaranteed as to its accuracy. You should seek the advice of an investment professional to tailor a financial plan to your particular needs. For more information, please contact PNC at 1-888-762-6226.

The PNC Financial Services Group, Inc. (“PNC”) uses the marketing names PNC Wealth Management® and Hawthorn, PNC Family Wealth® to provide investment consulting and wealth management, fiduciary services, FDIC-insured banking products and services, and lending of funds to individual clients through PNC Bank, National Association (“PNC Bank”), which is a Member FDIC, and to provide specific fiduciary and agency services through its subsidiary, PNC Delaware Trust Company or PNC Ohio Trust Company.  PNC does not provide legal, tax, or accounting advice unless, with respect to tax advice, PNC Bank has entered into a written tax services agreement. PNC Bank is not registered as a municipal advisor under the Dodd-Frank Wall Street Reform and Consumer Protection Act (“Act”). Investment management and related products and services provided to a “municipal entity” or “obligated person” regarding “proceeds of municipal securities” (as such terms are defined in the Act) will be provided by PNC Capital Advisors.

Investments: Not FDIC Insured. No Bank Guarantee. May Lose Value.

“PNC Wealth Management” and “Hawthorn, PNC Family Wealth” are registered marks of The PNC Financial Services Group, Inc.

Read a summary of privacy rights for California residents which outlines the types of information we collect, and how and why we use that information.

The PNC Financial Services Group, Inc. All rights reserved.