Morgan Stanley Wealth Management Launches Two Sustainable Investing Portfolios with Reduced Account Minimums
March 06 2017 - 9:30AM
Business Wire
Model Portfolios are Latest Additions to Investing with Impact
Platform
Morgan Stanley Wealth Management today announced the launch of
two sustainable investing model portfolios with reduced account
minimums of $10,000 on its Investing with Impact platform.
These new portfolios – Investing with Impact Access Balanced and
Investing with Impact Access Equity – will provide investors with
diversified goal-specific solutions to help align financial goals
with personal values.
“Sustainably invested assets now account for more than one out
of every five dollars under professional management in the U.S.,
and Morgan Stanley is 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. “The addition of these Investing with Impact Access
Portfolios with reduced account minimums is an important extension
of our Investing with Impact platform and furthers our commitment
to expanding access for clients interested in sustainable
investing.”
The Investing with Impact Access Portfolios leverage the asset
allocation expertise of Wealth Management Investment Resources, the
rigorous investment manager evaluation and due diligence from the
Global Investment Manager Analysis (GIMA) team and the investment
product selection and portfolio construction recommendations from
the Manager Solutions team. Eligible investments include mutual
funds and exchange-traded funds (ETFs) approved by the GIMA
team.
“Leveraging the Firm’s best thinking on investment manager
analysis and portfolio construction, the Investing with Impact
Access Portfolios combine highly regarded third-party managers
across a range of Investing with Impact approaches into a
well-diversified model portfolio,” said Lisa Shalett, Head of
Wealth Management Investment Resources.
Morgan Stanley’s Investing with Impact Platform, launched in
2012, enables clients to align investment decisions and personal
values without sacrificing potential financial performance. The
broader Investing with Impact Platform now offers more than 140+
investment products which aim to deliver positive environmental and
social impact alongside market-rate financial returns.
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 (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.
This material has been prepared for informational purposes only
and is not intended as an offer or solicitation with respect to the
purchase or sale of any security. It 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 (hereafter "Morgan
Stanley" or “the Firm”) recommends that investors independently
evaluate particular investments and strategies, and encourages
investors to seek the advice of a Morgan Stanley Financial Advisor
or Private Wealth Advisor. The appropriateness of a particular
investment or strategy will depend on an investor’s individual
circumstances and objectives.
Morgan Stanley Smith Barney LLC offers investment program
services through a variety of investment programs, which are opened
pursuant to written client agreements. Each program offers
investment managers, funds and features that are not available in
other programs; conversely, some investment managers, funds or
investment strategies may be available in more than one program.
Morgan Stanley’s investment advisory programs may require a minimum
asset level and, depending on your specific investment objectives
and financial position, may not be suitable for every investor.
Investing in the markets entails the risk of market volatility.
Investing based on sustainability criteria is subject to certain
risks such as investment style risk. Because such 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.
©2017 Morgan Stanley Smith Barney LLC. Member SIPC. Morgan
Stanley Wealth Management is the trade name.
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For Morgan Stanley Wealth ManagementMedia RelationsChristine
Jockle, 914-225-6827
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