Morgan Stanley Exceeds 5-Year Impact Investing Asset Goal

New York —

Morgan Stanley is pleased to announce that its Investing with Impact Platform (IIP) has more than doubled its $10 billion asset goal in sustainable and impact investing. Today, the IIP has more than $25 billion in client assets under management across 120+ third party separately managed accounts, mutual funds, ETFs, alternatives and accounts with custom mandates dedicated to sustainable and impact investing.

Morgan Stanley launched the Investing with Impact Platform at the U.S. State Department's inaugural Global Impact Economy Forum in April 2012. It was the first platform led by a major financial institution solely dedicated to sustainable investing. In November 2013, with the launch of the Morgan Stanley Institute for Sustainable Investing, the IIP committed to a $10 billion goal by November 2018.

“Morgan Stanley provides access to a range of investment opportunities whereby the firm’s clients can seek to generate market rate financial returns alongside positive environmental and social impact, advancing broad sustainability solutions. These range from mitigating climate change, supporting diversity and inclusion, promoting community economic development and more,” said Audrey Choi, Chief Sustainability Officer and Chief Marketing Officer, Morgan Stanley.

The Investing with Impact Platform is flexible enough to fit the varied needs of individual investors, families, religious organizations, corporations, universities, pensions, foundations, non-profits and donor-advised funds. Morgan Stanley provides 10 firm-discretionary and firm-guided portfolios, two impact pools in its donor advised fund as well as custom diversified portfolios all designed with the same rigorous investment discipline of the Firm’s traditional portfolios. In terms of growth and adoption, 74% of Morgan Stanley Wealth Management Financial Advisors use at least one strategy on the IIP and 32% use five or more. 

The past 12 months have been instrumental in driving adoption of sustainable investing across the Firm’s Financial Advisor force as well as building solutions for highly-motivated client segments such as millennials, women and institutions. Two noteworthy programs launched in the past six months are the Mission Align 360⁰ Toolkit and the Investing with Impact Director Designation.

The Investing with Impact Director Designation was developed to recognize Financial Advisors who are peer leaders in delivering holistic portfolio management for clients incorporating sustainable investing. 

Mission Align 360⁰ Toolkit provides an eight-step implementation roadmap for organizations that, for many years, have pursued mission-alignment in their philanthropic grant making but have not yet taken action in their market-rate investment portfolios. Morgan Stanley also offers toolkits on specific sustainable investing themes such as Catholic Values, Climate Change, Gender Diversity and more.

Morgan Stanley’s IIP leverages the sustainability efforts and core competencies across all key Morgan Stanley businesses. To learn more about the Investing with Impact Platform visit morganstanley.com/impactinvesting and the Institute for Sustainable Investing visit www.morganstanley.com/sustainableinvesting.   

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 41 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.

Important Disclosures

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. The strategies and/or investments discussed in this material may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. This material is not an offer to buy or sell any security or to participate in any trading strategy.

The returns on a portfolio consisting primarily of sustainable or impact aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact aware 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.

Past performance is not a guarantee of future results. Diversification and asset allocation do not ensure a profit or protect against a loss.

© 2018 Morgan Stanley Smith Barney LLC.  Member SIPC.         CRC2239188                 9/18

Media Relations Contact: Christy Jockle, 914.225.6827

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