Morgan Stanley Adds Six New $10,000 Minimum Impact Portfolios to Investing with Impact Platform
June 17 2019 - 7:15AM
Business Wire
Morgan Stanley Wealth Management today announced the launch of a
new suite of Impact Portfolios with a $10,000 minimum on its
Investing with Impact platform. These portfolios aim to provide
investors with an accessible solution to help integrate impact
objectives into an investment plan without sacrificing performance
potential. The six Portfolios utilize a range of Investing with
Impact objectives including restriction screening, environmental,
social and governance integration, and thematic investing.
The Impact Portfolios leverage Wealth Management Investment
Resources’ intellectual capital including: asset allocation advice,
portfolio construction resources, manager analysis, risk management
and ongoing portfolio monitoring to provide clients with a
diversified multi-asset class portfolio. The portfolios comprise
mutual funds and ETFs, and provide goal-specific solutions that
embody the Morgan Stanley Global Investment Committee’s goals-based
framework, plus an all equity option.
“At Morgan Stanley we are committed to integrating
environmental, social and governance (ESG) factors across our core
businesses, and we use our platform as a global financial services
provider to mobilize and scale capital in ways that deliver
sustainable growth and long-term value,” said Lisa Shalett, Chief
Investment Officer for Morgan Stanley Wealth Management. “We’ve
seen impact investing can deliver competitive market returns when
investors choose to integrate positive environmental and social
impact over the long term, and this new suite addresses heightened
investor demand to align values with their portfolios.”
Matthew Slovik, Head of Global Sustainable Finance for Morgan
Stanley added, “As an extension of the Firm’s recently announced
Plastic Waste Resolution, these portfolios represent an intentional
focus on targeting the United Nations Sustainable Development Goal
(SDG) 14, related to ocean conservation, in addition to broad-based
positive impact. This is a further example of how Morgan Stanley
will continue to innovate and help clients allocate capital towards
solutions that aim to address the plastic waste challenge.”
Through the companies that the Impact Portfolios invest in
Morgan Stanley is trying to contribute to the development of
solutions to the world’s most pressing environmental and social
problems, such as those outlined by the United Nations SDGs. In
addition to SDG 14, the Impact Portfolios include alignment with
several of the 17 SDGs including 6 (Clean Water and Sanitation), 7
(Affordable and Clean Energy), 8 (Decent Worth and Economic
Growth), 10 (Reduced Inequalities) and 13 (Climate Action).
The Impact Portfolios are part of Morgan Stanley Wealth
Management’s firm-discretionary program, which is led by Paul
Ricciardelli, Head of Wealth Advisory Solutions. The Impact
Portfolios complement other higher minimum Investing with Impact
firm-discretionary portfolios launched in 2015.
Morgan Stanley’s Investing with Impact Platform, launched in
2012, offers a broad range of more than 120 investment strategies,
portfolios solutions, tools and analysis across thematic issues
including climate change, diversity and inclusion, community
economic development and more. Highly flexible by design,
investment solutions fit the varied needs of a wide range of
clients. Today, the Investing with Impact Platform has more than
$28 billion in client assets under 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. Morgan Stanley Wealth Management is
a business of Morgan Stanley Smith Barney LLC.
Morgan Stanley (NYSE: MS) is a leading global financial services
firm providing investment banking, securities, wealth management
and investment management services. With offices in more than 41
countries, the Firm's employees serve clients worldwide including
corporations, governments, institutions and individuals. For more
information about Morgan Stanley, please visit
www.morganstanley.com.
©2019 Morgan Stanley Smith Barney LLC. Member SIPC.
All mutual fund and ETF products are sold by prospectus, which
contains more complete information about the fund. Please contact
your Financial Advisor for copies. Please read the prospectus and
consider the fund’s objectives, risks, charges and expenses
carefully before investing. The prospectus contains this and other
information about the fund.
All opinions included in this report constitute the Firm’s
judgment as of the date of this report and are subject to change
without notice. This report is for informational purposes only and
is not intended as an offer or solicitation with respect to the
purchase or sale of any security. Past performance is not a
guarantee of future results. Diversification and asset allocation
do not ensure a profit or protect against a loss.
Investing in the market entails the risk of market volatility.
The value of all types of investments may increase or decrease over
varying time periods.
The returns on a portfolio consisting of impact investments may
be lower or higher than a portfolio that is more diversified or
where decisions are based solely on investment considerations.
Because impact criteria exclude some investments, investors may not
be able to take advantage of the same opportunities or market
trends as investors that do not use such criteria.
No Tax Advice
Tax laws are complex and subject to change. Morgan Stanley Smith
Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley
Financial Advisors and Private Wealth Advisors do not provide tax
or legal advice and are not “fiduciaries” (under ERISA, the
Internal Revenue Code or otherwise) with respect to the services or
activities described herein except as otherwise provided in writing
by Morgan Stanley and/or as described at
www.morganstanley.com/disclosures/dol. Individuals are encouraged
to consult their tax and legal advisors (a) before establishing a
retirement plan or account, and (b) regarding any potential tax,
ERISA and related consequences of any investments made under such
plan or account.
The Impact Portfolios comprise an investment advisory program in
which the client’s Financial Advisor invests the client’s assets on
a discretionary basis in a range of securities. This program is
described in the applicable Morgan Stanley ADV Part 2, available at
www.morganstanley.com/ADV or from your Financial Advisor.
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Media Relations:Christine Jockle, 914.225.6827,
Christine.Jockle@morganstanley.com
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