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Morgan Stanley launches two sustainable investing portfolios


Morgan Stanley Wealth Management has launched two sustainable investing model portfolios with reduced account minimums of USD10,000 on its Investing with Impact platform.

The 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 US, and Morgan Stanley is committed to delivering innovative solutions to help our clients achieve their sustainable investing goals,” says 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 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,” says 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.

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