Sustainable Investing

Our Approach

We view our approach to ESG as a journey that is guided by the needs of our clients, over four decades of active investing expertise and a team of highly experienced investment managers.

We recognize that there are numerous ways to incorporate material environmental, social and governance issues into the investment process. We provide our investment teams with the flexibility to adopt those that best suit the strategies they manage and that allow them to generate attractive returns for our clients.

At the same time, we promote a set of shared principles to guide our collective ESG effort:

Putting
Clients First

Identifying
Relevant Issues

Being Good
Stewards of Capital

Seeking Good
Governance

Leadership in Sustainability


Investment Management
Sustainability Council

MSIM’s Sustainability Council comprises senior, cross-functional business leaders and investment leaders who oversee firm strategy, resourcing and processes including: promoting definitions and standards for Sustainable Investing; supporting the continued innovation of ESG products and solutions; championing Sustainable Investing across MSIM’s staff and culture; and ensuring business readiness for evolving client/regulator demands.


Investment Management
Sustainability Team

The Sustainability team is responsible for developing MSIM’s ESG investment integration standards, helping to launch thematic Sustainability funds, advising sales professionals and clients on sustainability matters, and producing sustainability data, tools and research in support of our investment teams. The Sustainability team also comprises the Global Stewardship function, which coordinates our stewardship and investee engagement agenda.


Morgan Stanley Institute
for Sustainable Investing

The Institute is dedicated to accelerating the adoption of sustainable investing by partnering across the firm to foster innovation, help develop the next generation of sustainable investing leaders and generate insights that inform and empower investors.

Insights

Sustainability Insight
Asset Owners See Sustainability as Core to the Future of Investing
May 26, 2020
Morgan Stanley’s second Sustainable Signals survey of institutional asset owners provides key insights on current trends in sustainable investing.
Sustainability Insight
A Multi-Asset ESG Solution
Mar 1, 2020
A case study on how the Portfolio Solutions Group was able to put ESG practices to work on behalf of a newly established woman-led family office client of Morgan Stanley Wealth Management.
Sustainability Insight
Climate Transition in a Portfolio Context: What Matters and What to Measure
Jul 1, 2020
The Morgan Stanley Institute for Sustainable Investing and the Portfolio Solutions Group examine the increasing trend of decarbonization in business and investment conversations, and explain why they believe this will give rise to compelling investment opportunities and affect the way that investors build and manage their portfolios.
Sustainability Insight
Holistic and Responsible Investing in a Rapidly Changing World
March 27, 2019
Laura Bottega discusses how global factors encourage companies to balance profit and ESG.
Sustainability Insight
Engage - Spring 2020
March 30, 2020
The latest edition of Engage, the International Equity Team’s semi-annual update on their ESG engagement activity.

Morgan Stanley's Involvement