Morgan Stanley Wealth Management Launches Two Sustainable Investing Portfolios on UMA Platform
September 15 2014 - 7:33AM
Business Wire
Enhanced Investing with Impact Platform Expands Opportunities
for Clients Seeking Sustainable Investing Solutions
Morgan Stanley Wealth Management today announced the creation of
two sustainable investing portfolios for its Select Unified Managed
Account (UMA) Platform. These new portfolios – Investing with
Impact Balanced and Investing with Impact Equity – will provide
Morgan Stanley Wealth Management clients the opportunity to
effectively align their financial goals with their personal
values.
The Investing with Impact Portfolios (Balanced and Equity) were
constructed by Consulting Group’s Portfolio Advisory Services (PAS)
using the Firm’s established investment philosophy and process.
Available on the UMA platform, the portfolios leverage Firmwide
portfolio construction resources including asset allocation advice,
manager research, risk management and ongoing portfolio monitoring
to provide clients with a diversified multi-asset class
portfolio.
“These portfolios appeal to a broad range of clients with
interest in balancing two primary goals: generating competitive
financial returns and positive impact,” said Jim Tracy, Head of
Consulting Group Wealth Advisory Solutions. “The UMA account
structure provides several key advantages to clients including
access to a diversified asset allocation across multiple underlying
third party managers in one account.”
Morgan Stanley launched the Investing with Impact Platform in
2012 to help clients identify opportunities that support specific
social and environmental benefits without compromising financial
performance potential. The Investing with Impact Platform defines a
continuum of sustainable investing approaches that can potentially
provide both risk mitigation and long-term value creation. The new
Investing with Impact Portfolios added to the Select UMA Platform
will utilize a combination of managers that employ strategies
across this continuum − including exclusionary screens,
environmental, social and governance integration and sector
exposure.
“Increasingly, our clients define long-term value not only as
realizing attractive financial return, but also generating positive
environmental and social impact. We are committed to delivering
innovative solutions to help our clients achieve their sustainable
investing goals,” said Hilary Irby, Head of Morgan Stanley’s
Investing with Impact Initiative. “Our Investing with Impact
Platform provides Financial Advisors access to over 100 products
and portfolio solutions which have been evaluated for their
competitive return potential as well as positive societal impact.
The addition of the two Investing with Impact Portfolios to the
Select UMA Platform is an important extension of this
capability.”
To find out more about the Investing with Impact Platform at
Morgan Stanley, please visit
http://www.morganstanley.com/globalcitizen/investing-impact.html.
To find out more about the Morgan Stanley Institute for
Sustainable Investing, please visit
www.morganstanley.com/sustainableinvesting/.
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, banking and
lending, cash management, annuities and insurance, retirement and
trust services.
Morgan Stanley (NYSE:MS) is a leading global financial services
firm providing investment banking, securities, investment
management and wealth management services. With offices in more
than 43 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.
©2014 Morgan Stanley Smith Barney LLC. Member SIPC. Consulting
Group is a business of Morgan Stanley Smith Barney LLC.
Morgan StanleyMedia RelationsChristy Jockle, 914-225-6827
Morgan Stanley (NYSE:MS)
Historical Stock Chart
From Aug 2024 to Sep 2024
Morgan Stanley (NYSE:MS)
Historical Stock Chart
From Sep 2023 to Sep 2024