Morgan Stanley Launches Morgan Stanley Impact Quotient™ – A Sustainable Investing Analytics and Reporting Application
July 29 2019 - 10:30AM
Business Wire
- The Morgan Stanley Impact Quotient™ application gives Wealth
Management clients new customizable insights into the social and
environmental impact of their investment portfolios
- Morgan Stanley Impact Quotient uses technology to provide both
transparency and the ability to customize portfolios for specific
impact objectives
Morgan Stanley (NYSE: MS) today announced the launch of a new
sustainable investing analytics and reporting application, Morgan
Stanley Impact Quotient™ (Morgan Stanley IQ), designed to assist
clients in further integrating social and environmental objectives
into their investments. By providing customized insights into
current investment holdings, this new tool allows clients to
consider a third dimension in their investment portfolios:
sustainability and impact goals.
Morgan Stanley IQ is designed to put the client’s sustainability
preferences at the center of the analysis in order to deliver
highly personalized portfolio reporting. Further, by working with
Morgan Stanley Financial Advisors and Institutional Consultants,
clients can explore new investment opportunities that could help
better align their portfolios with their individual sustainability
preferences, while continuing to pursue their financial
objectives.
“Morgan Stanley remains at the forefront of sustainable
investing, offering innovative opportunities for our clients that
further integrate sustainability into investment decisions”, said
Tom Nides, Vice Chairman of Morgan Stanley. “Morgan Stanley Impact
Quotient is a differentiated approach to sustainability analytics
and reporting, and will be a powerful tool for our clients.”
Morgan Stanley IQ provides clients with a comprehensive
framework to identify and prioritize over 100 social and
environmental impact preferences. It then harnesses the insights of
multiple third-party data sources and proprietary Morgan Stanley
analytics to instantly assess the alignment of investments with
those preferences. The platform then equips Morgan Stanley
Financial Advisors with suggestions for investment solutions that
may better align clients’ portfolios over time with the impact
preferences that matter most to them.
“Sustainable investing broadly, including our Investing with
Impact Platform, is a key focus for us,” said Lisa Shalett, Chief
Investment Officer, Morgan Stanley Wealth Management.
“Increasingly, our clients and Financial Advisors are looking for
data-driven insights to inform their investment decisions. Morgan
Stanley Impact Quotient will be an important part of this effort
given the customized analytics that allow clients to better
understand what they own and to measure how well their current and
future investment selections align with their own personal or
institutional values.”
Audrey Choi, Chief Sustainability Officer added, “Morgan Stanley
Impact Quotient is the latest achievement stemming from our Global
Sustainable Finance group’s decade-plus commitment to sustainable
investing innovation. The core components of Morgan Stanley IQ have
created a very strong, client-centric foundation to provide highly
customized reporting, as well as the functionality to empower
Morgan Stanley Financial Advisors to potentially suggest
alternative investment opportunities that might better align with
clients’ unique sustainability preferences.”
Morgan Stanley Impact Quotient can analyze and report alignment
with and exposure to clients’ unique sustainability and impact
preferences, as well as the United Nations Sustainable Development
Goals (SDGs), at the portfolio, investment strategy and security
levels. To learn more about Morgan Stanley IQ, please visit
http://www.morganstanley.com/ideas/morgan-stanley-impact-quotient-tool-measures-impact-of-sustainable-investments.
Morgan Stanley 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.
Morgan Stanley Smith Barney LLC is not affiliated with nor is
Morgan Stanley Impact Quotient endorsed by the United Nations.
©2019 Morgan Stanley Smith Barney LLC. Member SIPC.
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Media Relations: Katherine Stueber, 212-761-1349,
Katherine.stueber@morganstanley.com
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