We help clients align their investments with their unique environmental and social goals and values.
Launched in 2012, the Investing with Impact Platform includes a wide range of investment and manager options across public and private markets, allowing our institutional consultants to strategically integrate mission alignment and impact throughout their clients’ entire investment portfolios. Investment opportunities span the spectrum from minimizing objectionable impact through restriction screening to targeting positive impact through environmental, social and governance integration, to thematic exposure and impact investing.
During the past decade, Morgan Stanley has developed technology and quantitative tools to help clients make the best possible decisions and help achieve their impact goals without sacrificing potential returns.
Whether you’re just beginning to consider impact strategies or are transitioning to a more proactive focus across your organization, we have the skills, expertise, and tools to bring clarity and structure to your vision.
Check the background of our Firm and Investment Professionals on FINRA's Broker/Check.*
Private Funds (which include hedge funds and private equity funds) often engage in speculative investment techniques and are only appropriate for long-term, qualified investors. Investors could lose all or a substantial amount of their investment. They are generally illiquid, not tax efficient and have higher fees than many traditional investments.
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. Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG 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.
CRC#5692090 (05/2023)