Wealth Management Portfolio Insights
Timely market commentary, thought leadership and portfolio guidance to help guide your investment decisions.
"To galvanize the necessary capital to have real impact, sustainable investing can’t be limited to investors willing to accept unattractive returns in order to create social good. Getting to scale requires investment products that seek attractive returns while benefiting society. This is the philosophy behind our Investing with Impact Platform."
—James Gorman, Chairman and CEO
Manage exposures by intentionally avoiding investments that generate revenue from objectionable activities, sectors or geographies.
Proactively consider ESG criteria alongside financial analysis to identify opportunities and risks during the investment process.
Focus on themes and sectors dedicated to solving sustainability related domestic and global challenges.
Allocate to funds focused on private enterprises that are structured to deliver specific positive social and/or environmental impacts.
By aligning their capital with their values, Jewish investors and philanthropists can potentially have a greater impact on the world’s problems.Learn more
Incorporate climate change and fossil fuel awareness into your portfolio, based on your own environmental and financial objectives.Learn more
Develop a tailored investment approach to integrate gender diversity criteria into your portfolio.Learn more
Examine all sources of capital—including human, financial and philanthropic—and determine how to best align these assets to achieve positive impact.Learn more