Biography

Sofia is Head of Sustainability Strategy & Solutions for Morgan Stanley Investment Management (MSIM), focusing on strategic implementation, regulatory and product-related sustainability initiatives, such as supporting investment teams on product positioning and obtaining ESG labels, developing frameworks and content generation.

Prior to this, she worked in MSIM’s Asia Office of COO based in Hong Kong, as the integration and sustainability project manager for MSIM’s China Fund JV. Sofia joined Morgan Stanley in 2010, and has worked in the Private Wealth Management division in Hong Kong and in Alternative Investments Product Development in New York. Prior to re-joining the firm in 2017, she had worked for StepStone Group and CreditEase Wealth Management, focusing on private equity and real estate research and business development.

In addition to her MSIM Sustainability role, Sofia is also a tutor on the University of Cambridge’s Institute for Sustainability Leadership – Postgraduate Certificate for Sustainable Business. Sofia holds a Masters of Science from Imperial College London, a Chinese Language & Culture Certificate from Tsinghua University and a Postgraduate Certificate in Laws and Bachelor of Laws from the University of Hong Kong. Sofia is an EFFAS Certified ESG Analyst (CESGA®) and holds a CFA UK Certificate in ESG Investing.
 
 
 

May not represent all Team Members.

The information on this page is for informational purposes only. It is intended for the benefit of third party issuers and those seeking information about alternatives investment strategies. The information contained herein does not constitute and should not be construed as an offering of advisory services or an offer to sell or a solicitation of an offer to buy any securities in any jurisdiction in which such offer or solicitation, purchase or sale would be unlawful under the securities, insurance or other laws of such jurisdiction.

All investing involves risks, including a loss of principal. Alternative investments are speculative and involve a high degree of risk. These investments are designed for investors who understand and are willing to accept these risks. Performance may be volatile, and an investor could lose all or a substantial portion of his or her investment.

Please refer to the strategy detail page for important information on the strategy, including additional risk considerations.

 

This is a Marketing Communication.

It is important that users read the Terms of Use before proceeding as it explains certain legal and regulatory restrictions applicable to the dissemination of information pertaining to Morgan Stanley Investment Management's investment products.

The services described on this website may not be available in all jurisdictions or to all persons. For further details, please see our Terms of Use.


Privacy & Cookies    •    Terms of Use

©  Morgan Stanley. All rights reserved.