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Merrill Edge Simplifies Stock Research for Self-Directed Investors Through an Enhanced Online Experience That Allows For Better Investing Decisions

Innovative New Online Experience Helps Clients Evaluate Stocks and Gauge a Company’s Environmental, Social and Governance Impact

Monday, November 13, 2017 8:30 am EST

Dateline:

New York City
"We’re delighted to be able to offer our clients a better way to assess how stocks fit into their overall portfolios as they pursue their financial goals. We look forward to further simplifying the investment experience for all investors."

Merrill Edge today announced the launch of a new stock research experience designed to help the self-directed investor make more informed investing decisions about thousands of U.S. equities. Based on two years of behavioral research, design and technical development, the enhanced capability offers the research and insights that investors may need when choosing stocks. The easy-to-use interface brings together stock research, market data and analysis from multiple leading industry providers. The new experience, powered by patent-pending technology, significantly enhances the current Research section of the Merrill Edge website.

“Investors today face a virtual avalanche of information, but our research tells us they want help understanding what’s important and most relevant to their personal investing strategies,” said Aron Levine, head of Merrill Edge. “Offering this new capability underscores our commitment to financial education and to working with self-directed investors to provide clear and personalized access to the best insights available in the industry today.”

Merrill Edge’s new capability features access to the stock research, tools and analytics of industry-leading research providers, including BofA Merrill Lynch Global Research, Morningstar, MSCI, Recognia, Trefis, Thomson Reuters, CFRA powered by data from S&P Global, and First Call. The experience offers:

  • Easy-to-understand, simple explanations – without jargon – that take the mystery out of the basics of investing in stocks.

  • Insights about thousands of companies, what’s driving their bottom line, and how they’re performing, including information about a company’s stock price, earnings, dividends and more.

  • Award-winning research1 and insights that explain what’s driving a company’s stock price and why it may or may not be a good time to buy, sell or hold.

  • Information about a company’s environmental, social and governance practices so that investors can choose to invest in companies that share their personal values (impact investing).

According to Merrill Edge’s recent research, the impact that investments have on the world have grown in importance to investors. The most recent Merrill Edge Report found that Americans want to invest in companies that benefit social2, political and environmental causes, including health care quality (62 percent) and environmental sustainability (38 percent). However, only 26 percent of investors report evaluating the social, political or environmental impact of the companies they invest in.

Merrill Edge’s new research function should help: the enhanced platform provides MSCI ESG ratings from leading research and ratings firm MSCI ESG Research LLC, along with insight into environment, social and governance risks and opportunities compared to industry peers. Merrill Edge clients can view information that measures a company’s sustainable impact and identify values-aligned investments.

How the new experience works

The new feature helps self-directed clients learn more about a company’s performance compared with the market, their industry and peers. All research lives in one, simple-to-navigate environment on MerrillEdge.com. Clear explanations guide investors through their investment decisions and help them identify what matters most as they consider investing in a company.

“There are currently no other offerings like this in the market,” said Cory Triolo, head of digital client experience for Merrill Edge. “We’re delighted to be able to offer our clients a better way to assess how stocks fit into their overall portfolios as they pursue their financial goals. We look forward to further simplifying the investment experience for all investors.”


1 Institutional Investor magazine announced BofA Merrill Lynch Global Research as the Top Global Research Firm for 2011-2016 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. For more information about this award, go to http://www.institutionalinvestor.com/Article/3646543/ResearchArticle.html.

2 Social impact investing is a relatively new and evolving investment opportunity which is highly speculative and involves a high degree of risk. An investor could lose all or a substantial amount of their investment.



Merrill Edge
Merrill Edge is a streamlined investment service that provides access to the investment insights of Merrill Lynch and the convenience of Bank of America banking. With Merrill Edge, clients can view their Merrill Edge investment and Bank of America bank accounts on one page online. They also have access to easy-to-use tools, actionable insights, step-by-step guidance and competitive pricing for online trades.

BofA Merrill Lynch Global Research
The BofA Merrill Lynch Global Research franchise covers almost 3,000 stocks and over 1,150 credits globally and ranks in the top tier in many external surveys. Most recently, the group was named Top Global Research Firm of 2016 by Institutional Investor magazine for the sixth consecutive year; No. 1 in the 2017 Institutional Investor All-Europe survey; No. 1 in the Institutional Investor 2017 Emerging EMEA survey; No. 2 in the 2017 All-Europe Fixed Income survey; No. 3 in the 2017 Institutional Investor All-Asia survey; No. 2 in the 2017 Institutional Investor Latin America survey; No. 2 in the 2017 Institutional Investor All-America survey; and No. 2 in the 2017 All-America Fixed Income survey.

Bank of America
Bank of America is one of the world's leading financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company provides unmatched convenience in the United States, serving approximately 47 million consumer and small business relationships with approximately 4,500 retail financial centers, approximately 16,000 ATMs, and award-winning digital banking with approximately 34 million active users, including approximately 24 million mobile users. Bank of America is a global leader in wealth management, corporate and investment banking and trading across a broad range of asset classes, serving corporations, governments, institutions and individuals around the world. Bank of America offers industry-leading support to approximately 3 million small business owners through a suite of innovative, easy-to-use online products and services. The company serves clients through operations in all 50 states, the District of Columbia, the U.S. Virgin Islands, Puerto Rico and more than 35 countries. Bank of America Corporation stock (NYSE: BAC) is listed on the New York Stock Exchange.

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Neither Merrill Lynch nor any of its affiliates or financial advisors provides legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

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Merrill Edge® is available through Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), and consists of the Merrill Edge Advisory Center (investment guidance) and self-directed online investing.

MLPF&S is a registered broker-dealer, Member SIPC and wholly owned subsidiary of Bank of America Corporation.

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