Morgan Stanley Celebrates 10th Anniversary of Investing with Impact Platform
25 Maio 2022 - 10:00AM
Business Wire
First-of-its-kind sustainable and impact-oriented wealth
management investing platform has acrused $70 billion in AUM over
10 years.
Morgan Stanley (NYSE: MS) Wealth Management is pleased to
celebrate the 10th anniversary of its Investing with Impact
Platform which enables clients to align portfolios of any size and
complexity with their unique impact goals. The platform was the
first of its kind when it launched in 2012, and now has
approximately $70 billion in assets today.
The Investing with Impact Platform today is comprised of
hundreds of investment products designed to advance environmental
and social goals while seeking to achieve financial market-rate
returns, plus data-driven tools that allow investors to measure
their progress against specific impact goals. Approximately 95% of
the Firm’s Wealth Management representatives regularly leverage the
platform on behalf of clients.
“Investing with Impact is an important initiative for Morgan
Stanley, and we are proud to be a leader,” said Shelley O’Connor,
Vice Chairman and Head of External Affairs at Morgan Stanley. “Ten
years ago, Morgan Stanley was the first major financial institution
to launch a wealth management platform solely dedicated to
sustainable and impact investing. Today with nearly all of our
Wealth Management Financial Advisors utilizing the platform, we’re
leading by example and raising the standards for the entire
industry while remaining committed to helping our clients achieve
their goals.”
“This approach to investing is most effective when it is guided
by a long-term vision and supported by a strong base of fundamental
research, analysis and advice. The breadth, depth and strength of
the Investing with Impact Platform creates a scaffolding around
clients’ goals, operationalizing them to ensure a long-term focus,”
said Lisa Shalett, Morgan Stanley Wealth Management’s Chief
Investment Officer and Head of the Global Investment Office. “We
are focused on the opportunity to maximize the impact of every
dollar invested by focusing not just on the most effective
investments, but also on the best ways to help clients take control
and remain committed to their own impact goals.”
Financial Advisors and leadership gathered for the in-person and
virtual event to celebrate the ten-year anniversary. Speakers
included:
- James Gorman, Chairman and CEO, who reflected on the Firm’s
decision to build out its sustainability focus – beginning with the
launch of the Global Sustainable Finance team in 2009 and the
first-of-its kind Institute for Sustainable Investing in 2013.
- Jim Detterick, Managing Director, Investing with Impact
Director; Kristina Van Liew, Managing Director, Investing with
Impact Director, Graystone Consulting and Sandeep Belani, a partner
and Co-Chief Investment Officer of The Polk Group at Graystone
Consulting, participated in a practitioner panel moderated by Jed
Finn, Head of Corporate and Institutional Solutions and COO, Morgan
Stanley Wealth Management. Panelists discussed the evolution of
sustainable and impact investing across their businesses as well as
where they see opportunities in the future.
- Matthew Slovik, Managing Director, Head of Global Sustainable
Finance and Lisa Shalett participated in a panel moderated by Lily
Trager, Head of Investing with Impact, Morgan Stanley Wealth
Management. They discussed the Firm’s commitment to sustainability,
investment in thought leadership, analytics and data, and
connectivity across business units and asset classes that can
provide the context and support all clients that are focused on
sustainable and impact investing.
During the last decade, Morgan Stanley has provided tools to
Financial Advisors to help clients make the best possible decisions
and achieve their impact goals without sacrificing potential
returns.
Together, these tools create a powerful, holistic platform which
has been a key differentiator for many clients and Financial
Advisors:
- Morgan Stanley Impact Quotient® (Morgan Stanley IQ) is
an award-winning patented technology that helps clients identify
and prioritize their impact preferences and assess their current
holdings for opportunities to align their portfolio more closely
with their environmental and social goals.
- Diversity, Equity and Inclusion (DEI) Signal is a
quantitative manager scoring tool that monitors asset managers’
firm-level progress—and potential—in achieving more diverse and
balanced representation among their leadership. The tool was
developed to promote transparency and accountability in the
investment management industry and evaluates over 300 firms, who
collectively represent over 70% of global managed assets.
- Impact Signal, also a quantitative manager scoring tool,
shows the strength of an investment strategies environmental and
social impact and corporate governance metrics, covering over
15,000 mutual funds, exchange-traded funds (ETFs) and separately
managed accounts (SMAs) across major global asset classes.
- Value-add thought leadership including Morgan Stanley’s
proprietary thematic guides, which cover a range of special
interests, gender diversity, racial equity, climate change,
faith-based investing and more.
“What we’ve developed over the last 10 years is a holistic,
end-to-end system that encompasses impact goal discovery,
investment advice and impact measurement,” said Lily Trager. “Our
Financial Advisors are deeply committed to helping clients navigate
this journey which is a key differentiator.”
For more information on Investing with Impact, visit
https://www.morganstanley.com/articles/investing-with-impact.
About Morgan Stanley Wealth Management Morgan Stanley
Wealth Management, a global leader, provides access to a wide range
of products and services to individuals, businesses and
institutions, including brokerage and investment advisory services,
financial and wealth planning, cash management and lending products
and services, annuities and insurance, retirement and trust
services.
About Morgan Stanley Morgan Stanley is a leading global
financial services firm providing a wide range of investment
banking, securities, wealth management and investment management
services. With offices in 41 countries, the Firm’s employees serve
clients worldwide including corporations, governments, institutions
and individuals. For further information about Morgan Stanley,
please visit www.morganstanley.com.
This material has been prepared for informational purposes only
and does not provide individually tailored investment advice. It
has been prepared without regard to the individual financial
circumstances and objectives of persons who receive it. The
strategies and/or investments discussed in this material may not be
appropriate for all investors. Morgan Stanley Smith Barney LLC
recommends that investors independently evaluate particular
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Media Relations: Christy Jockle 914 225 6827
christine.jockle@morganstanley.com
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