Impact Investing

Our client-centric approach helps families, institutions and corporations invest in a way that aligns their personal or organizational values with their investments.

Once considered a niche investment trend, sustainable and impact Investing has evolved into one of the top areas of interest for individual investors and institutions alike. Launched in 2012, the Investing with Impact Platform is designed to help our clients invest in products and solutions that target market-rate financial returns alongside positive environmental and/or social impact. In 2013, the firm established the Institute for Sustainable Investing, led by Morgan Stanley’s Chairman and CEO James Gorman, along with an advisory board of key stakeholders. The Institute seeks to help drive capital toward investments promoting sustainable economic growth through product innovation and thought leadership.

The Investing with Impact Platform includes a large range of investment and manager options across the public and private markets, allowing our institutional consultants to strategically integrate mission-alignment and impact throughout the entire investment portfolio for clients seeking greater total portfolio activation. 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. Where high-quality products currently do not exist, we work with asset manager partners to create them. Because of the size and depth of our firm, we believe Morgan Stanley is uniquely positioned to create highly customized market-rate competitive sustainable investment offerings. Whether you’re just beginning to consider impact strategies or are transitioning to a more proactive focus across your entire organization, we have the skills, expertise and tools to bring clarity and structure to your vision.

Ready to invest in what matters to you?

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Private Funds (which include hedge funds and private equity funds) often engage in speculative investment techniques and are only suitable 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# 2158898 (06/18)