Inclusive Growth Opportunities Index helps investors identify
technology investments in thematic areas to overcome inequality and
enable broad-based participation in economic progress
Today the Morgan Stanley Institute for Sustainable Investing
announced the Inclusive Growth Opportunities Index, a report and
interactive tool for investors to explore technology-based
opportunities that support inclusive economic growth – the first in
a body of work that the Institute will produce to help drive
private capital toward reducing inequality.
The Institute, with The Economist Intelligence Unit, developed
this first of its kind index to offer investors an analytic tool on
inclusive growth across four themes. The Index ranks 20 countries
with compelling investment opportunities that enhance access to
finance, education and healthcare, and reduce gender disparities.
The opportunities can be analyzed and customized to investors’
specific interests and areas of impact.
Economic growth over the past several decades has led to
advances in income, wealth and education for many across the globe.
However not everyone has benefitted, and for some, the impacts have
been negative. “As we seek to achieve an inclusive economy that
encourages broad-based participation in the benefits of economic
growth, there are many compelling opportunities for investors to
achieve attractive financial returns while also solving some of the
most critical societal problems,” said Audrey Choi, CEO of the
Morgan Stanley Institute for Sustainable Investing.
All markets in the study present opportunities to drive
inclusive growth through technology investments across four pillars
of inclusion – finance, healthcare, education and gender. The
report sheds light on several key findings:
- In the least developed markets,
technology provides significant leapfrog potential, but investment
impact is tempered by weak digital literacy and a lack of basic
services, like energy, clean water and sanitation.
- More developed markets like Brazil and
the United States display some of the highest levels of inequality,
not just in income but also in terms of the cost of housing,
healthcare and education.
- The United States experiences more
income inequality than the U.K., the Netherlands or Australia, and
is most similar to countries like China, Argentina and Turkey when
it comes to the difference between the rich and the poor.
- Digital divides remain prevalent, even
in advanced economies, such as Australia where around 40% of
low-income people lack broadband access because of the cost. 1 In
Cuba only 6% of households have internet access, despite a
well-educated population with a high level of technical
ability.2
The Inclusive Growth Opportunities Index deepens understanding
of the strength and character of investment opportunities connected
to inclusive growth. It ranks 20 countries and comprises more than
150 metrics combined into 50 indicators, organized across six
categories to identify investment opportunities in technology-based
solutions to inclusive growth challenges.
“The analysis shows how technology can be used to improve
opportunities for everyone and create a more inclusive society,”
said Samantha Grenville, Senior Consultant at The Economist
Intelligence Unit. “The Index provides data-driven insights that
put investment considerations in the context of financial,
healthcare and education needs as well as gender equity.”
The Economist Intelligence Unit worked closely with the
Institute for Sustainable Investing and a panel of experts to
develop the analytic framework, undertaking extensive research to
develop the Index and rate and rank the countries. The Index is
housed in an interactive dashboard tool that allows users to
customize the parameters to reflect specific priorities and
interests (e.g., risk appetite or regional focus), enabling users
to develop unique and actionable intelligence.
This is the first of a two-part study with the Economist
Intelligence Unit that seeks to equip investors with data-driven
tools on major societal issues. Climate change mitigation will be
addressed in a separate, forthcoming index and report covering the
same 20 countries.
To explore the Inclusive Growth Opportunities Index in detail,
click here.
The Morgan Stanley Institute for Sustainable
Investing
The Morgan Stanley Institute for Sustainable Investing builds
scalable finance solutions that seek to deliver competitive
financial returns while driving positive environmental and social
impact. The Institute creates innovative financial products,
thoughtful insights and capacity building programs that help
maximize capital to create a more sustainable future. For more
information about the Morgan Stanley Institute for Sustainable
Investing,
visit www.morganstanley.com/sustainableinvesting.
Morgan Stanley
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 42
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.
The Economist Intelligence Unit
The Economist Intelligence Unit is the world leader in global
business intelligence. It is the business-to-business arm of The
Economist Group, which publishes The Economist newspaper. As the
world's leading provider of country intelligence, The Economist
Intelligence Unit helps executives make better business decisions
by providing timely, reliable and impartial analysis on worldwide
market trends and business strategies. More information about the
Economist Intelligence Unit can be found at www.eiu.com or follow
us on www.twitter.com/theeiu.
Disclosures:
The material contained in the Inclusive Growth Opportunities
Index (“Index”) was developed by the Economic Intelligence Unit
with input from the Morgan Stanley Institute for Sustainable
Investing. The data contained herein may be obtained from a variety
of sources and may be subject to change. Morgan Stanley and its
affiliates disclaim any and all liability for the information,
including without limitation, any express or implied
representations or warranties for information or errors contained
in, or omissions from, the information. Morgan Stanley and its
affiliates, employees and officers shall not be liable for any loss
or liability suffered by you resulting from the provision to you of
the information or your use or reliance in any way on the
information. References to Economic Intelligence Unit and/or third
parties contained herein should not be considered a solicitation on
behalf of or an endorsement of those entities by Morgan
Stanley.
The information and/or projections generated by the Index
regarding the likelihood of various outcomes are hypothetical in
nature, do not reflect actual investment results, and are not
guarantees of future results. Since the future cannot be forecast,
actual results will vary from the information shown for the future,
including estimates and assumptions. It is possible that these
variations may be material. The degree of uncertainty normally
increases with the length of the future period covered. As a
result, Morgan Stanley cannot give any assurances that any
estimates, assumptions or other aspects of the following analyses
will prove correct. They are subject to actual known and unknown
risks, uncertainties and other factors that could cause actual
results to differ materially from those shown.
The Technology for Inclusive Growth Index is new and first of
its kind without prior historical information or performance and
may not be suitable for all investors. It should not be assumed
that any transactions or holdings discussed were or will prove to
be profitable. In general, indices are unmanaged. An investor
cannot invest directly in an index. The index is shown for
illustrative purposes only and does not represent the performance
of any specific investment or strategy.
This material was published on May 18, 2017 and has been
prepared for informational purposes only and is not a solicitation
of any offer to buy or sell any security or other financial
instrument or to participate in any trading strategy. This material
was not prepared by the Morgan Stanley Research Department and is
not a Research Report as defined under FINRA regulations. 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. Morgan
Stanley Smith Barney LLC and Morgan Stanley & Co. LLC
(collectively, "Morgan Stanley"), Members SIPC, recommend that
recipients should determine, in consultation with their own
investment, legal, tax, regulatory and accounting advisors, the
economic risks and merits, as well as the legal, tax, regulatory
and accounting characteristics and consequences, of the
transaction. The appropriateness of a particular investment or
strategy will depend on an investor's individual circumstances and
objectives.
This material contains forward looking statements and there can
be no guarantee that they will come to pass. Information contained
herein is based on data from multiple sources and Morgan Stanley
makes no representation as to the accuracy or completeness of data
from sources outside of Morgan Stanley. References to third parties
contained herein should not be considered a solicitation on behalf
of or an endorsement of those entities by Morgan Stanley.
International investing entails greater risk, as well as greater
potential rewards compared to U.S. investing and may not be
suitable for all investors. These risks include political and
economic uncertainties of foreign countries as well as the risk of
currency fluctuations. These risks are magnified in countries with
emerging markets, since these countries may have relatively
unstable governments and less established markets and economics. In
addition, the securities markets of many of the emerging markets
are substantially smaller, less developed, less liquid and more
volatile than the securities of the U.S. and other more developed
countries.
Because of their narrow focus, sector investments tend to be
more volatile than investments that diversify across many sectors
and companies.
© 2017 Morgan Stanley & Co LLC and Morgan Stanley Smith
Barney LLC, members SIPC.
CRC 1800194 5/2017
1 CCI (2014) Digital Futures Report.” Available at:
http://apo.org.au/resource/cci-digital-futures-2014-internet-australia.
2 Economist Intelligence Unit 2016 Calculations based on
International Telecommunications Union (ITU) Data
View source
version on businesswire.com: http://www.businesswire.com/news/home/20170519005462/en/
Press:Morgan StanleySarah Higgins,
+1-212-296-3648Sarah.Higgins@morganstanley.comorEconomist
Intelligence UnitSteven McGoldrick, + 44 (0)
20-7576-8224stevenmcgoldrick@eiu.com
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