Align Your Investments
With Your Values

Our Investing with Impact Platform offers a diverse range of funds and other investments designed to advance environmental, economic and social goals — while striving for competitive performance. We make it easy to craft an investment portfolio of any size that is tailored to meet the impact goals of your choice.

A Spectrum of Investment Approaches

Restriction Screening

Manage exposures by intentionally avoiding investments that generate revenue from objectionable activities, sectors or geographies.

Environmental, Social and Governance (ESG) Integration

Proactively consider ESG criteria alongside financial analysis to identify opportunities and risks during the investment process.

Thematic Exposure

Focus on themes and sectors dedicated to solving sustainability related domestic and global challenges.

Impact Investing

Allocate to funds focused on private enterprises that are structured to deliver specific positive social and/or environmental impacts.

Thematic Guides

Catholic Values

Craft a holistic investment portfolio consistent with financial objectives and guidelines put forward by the Catholic Church. 

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Climate Change and Fossil Fuel Aware Investing

Incorporate climate change and fossil fuel awareness into your portfolio, based on your own environmental and financial objectives.

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Gender Diversity

Develop a tailored investment approach to integrate gender diversity criteria into your portfolio. 

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Mission Align 360°

Examine all sources of capital—including human, financial and philanthropic—and determine how to best align these assets to achieve positive impact.

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Leaders in a Growing Field

As of 2018, more than 1-in-4 dollars under professional management in the U.S. was devoted to sustainable, responsible or impact investing strategies. At $12 trillion, the sustainable investing field has more than tripled since 20121. We've been at the vanguard of this quick evolution, with Financial Advisors who are committed to these strategies and well-positioned to help clients align their financial objectives with their personal values. The Investing with Impact Platform draws on capabilities and analysis from across the firm, including the Morgan Stanley Institute for Sustainable Investing.  


Learn more about the Institute for Sustainable Investing >

 

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