NEW YORK–(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.
Contacts
Media Relations:
Christine Jockle, 914.225.6827, [email protected]
