Morgan Stanley today announced the launch of the Jewish Values
Tool Kit designed to facilitate meaningful conversations about the
wellspring of values shared among families, boards and the
Financial Advisors and Institutional Consultants who serve
them.
The Jewish Values Tool Kit, a collaboration between Morgan
Stanley’s Investing with Impact and Philanthropy Management groups,
is designed to enable Morgan Stanley’s Financial Advisors to guide
their clients in creating investment and strategic grant making
portfolios that are consistent with their long-term financial goals
and reflect a personalized vision of aligning with their Jewish
values.
“The Jewish community has a rich history of philanthropic
giving, and that tradition continues today,” said Melanie Schnoll
Begun, Managing Director and Head of Philanthropy Management.
“Members of the Jewish faith in America donate nearly $9 billion
annually to charity. On average, Jews give more generously to
charity than members of other faith traditions.”
“There is an appetite for more guidance around investing with
Jewish values while pursuing long-term financial objectives, and we
are thrilled to offer these resources to our clients and advisors,”
said Lisa Shalett, Managing Director and Chief Investment Officer,
Wealth Management.
Specifically, the Jewish Values Tool Kit includes a suite of
tools and resources to inform and guide implementation decisions.
“The resources explore the values that run deeply throughout the
diverse, global community of Jews, and gives a history of Jewish
faith-based philanthropy and investing. Further, we identify
practical strategies for aligning investing dollars and
philanthropic donations with Jewish values,” added Lily Trager,
Executive Director and Director of Investing with Impact.
Investment strategies include restriction screening,
environmental, social and governance integration, thematic
exposure, impact investing and shareholder engagement. The Tool Kit
also leverages Morgan Stanley’s proprietary Mission Align 360
process, which provides a roadmap for examining and coordinating
all sources of capital so that they align with a customized
mission, including human capital, philanthropic capital and
financial capital.
To inform the creation of this Tool Kit, Morgan Stanley recently
hosted a series of Jewish Values Consortiums in New York, Los
Angeles and southern Florida. These events were attended by over
250 Jewish philanthropists and community leaders representing their
families, foundations, Jewish federations and Jewish-intersectional
non-profits. Rather than try to reach a consensus among all
attendees, the goal was to have participants reflect – through
conversations led by respected academic and author Rabbi Darren
Levine, as well as the Investing with Impact and Philanthropy
Management groups – on ways to consider establishing a set of
Jewish Values that could inform giving and investing decisions.
Just as everyone has a unique set of financial goals, working
alongside a trusted Financial Advisor or Institutional Consultant,
investors and philanthropists seeking to align their capital with
Jewish values need to establish their own faith-based goals and
priorities.
“Morgan Stanley is privileged to work with some of the most
generous families in the world, guiding them toward philanthropy
decisions that not only align with their faith, but also help them
align with each other as family members,” Schnoll Begun said. “One
hundred percent of our clients that we’ve surveyed at the Jewish
Values Consortium events believe philanthropy and investing are
ways to engage with family members across generations. This Jewish
Values Tool Kit will be a critically important step in making that
happen.”
Morgan Stanley Wealth Management’s Investing with Impact
Platform, launched in 2012, enables clients to align investment
decisions and personal values without sacrificing potential
financial performance. The broader Investing with Impact Platform
now offers more than 120 investment products capable of delivering
positive environmental and social impact.
Established in 1998, Morgan Stanley Philanthropy Management
supports individuals, families, corporate and private foundations,
and nonprofit organizations by offering a suite of advisory
services, publishing thought leadership and hosting experiential
opportunities to help clients define and realize their charitable
goals.
To learn more about the Jewish Values Tool Kit, please visit:
http://image.msmail.morganstanley.com/lib/fe9413737562077971/m/1/f8391ea7-45fd-4c79-bcad-07ec719fc1ed.pdf.
Morgan Stanley’s Tool Kits seek to provide a set of resources
for Financial Advisors and their clients to clarify the range of
approaches to thematic investing as well as how to implement
holistic investment solutions and strategic philanthropy. Prior
tool kits include:
- Catholic Values Investing
- Gender Diversity
- Mission Align 360
- Climate Change and Fossil Fuel Aware
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 (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.
Disclosures
This material 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 suitable for all investors. Morgan Stanley Smith Barney LLC
recommends that investors independently evaluate particular
investments and strategies, and encourages investors to seek the
advice of a Financial Advisor or Institutional Consultant. The
appropriateness of a particular investment or strategy will depend
on an investor’s individual circumstances and objectives. This
material is not an offer to buy or sell any security or to
participate in any trading strategy.
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
primarily of Impact or Jewish Values investments may be lower or
higher than a portfolio that is more diversified or where decisions
are based solely on investment considerations. Because Impact and
Jewish Values 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.
Diversification and asset allocation do not assure a profit or
protect against loss in a declining market. Past performance is no
guarantee of future results.
©2019 Morgan Stanley Smith Barney LLC. Member SIPC. Graystone
Consulting is a business of Morgan Stanley. Investment products and
services offered through Morgan Stanley Smith Barney LLC.
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version on businesswire.com: https://www.businesswire.com/news/home/20191021005586/en/
Media Relations: Christine Jockle, 914.225.6827,
Christine.Jockle@morganstanley.com
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