Morgan Stanley

Morgan Stanley Wealth Management Launches Two Sustainable Investing Portfolios with Reduced Account Minimums

Mar 6, 2017

Model Portfolios are Latest Additions to Investing with Impact Platform

New York —

Morgan Stanley Wealth Management today announced the launch of two sustainable investing model portfolios with reduced account minimums of $10,000 on its Investing with Impact platform. 

These new portfolios -- Investing with Impact Access Balanced and Investing with Impact Access Equity – will provide investors with diversified goal-specific solutions to help align financial goals with personal values. 

“Sustainably invested assets now account for more than one out of every five dollars under professional management in the U.S., and Morgan Stanley is committed to delivering innovative solutions to help our clients achieve their sustainable investing goals,” said Hilary Irby, Head of Morgan Stanley’s Investing with Impact Initiative.  “The addition of these Investing with Impact Access Portfolios with reduced account minimums is an important extension of our Investing with Impact platform and furthers our commitment to expanding access for clients interested in sustainable investing.” 

The Investing with Impact Access Portfolios leverage the asset allocation expertise of Wealth Management Investment Resources, the rigorous investment manager evaluation and due diligence from the Global Investment Manager Analysis (GIMA) team and the investment product selection and portfolio construction recommendations from the Manager Solutions team.  Eligible investments include mutual funds and exchange-traded funds (ETFs) approved by the GIMA team. 

“Leveraging the Firm’s best thinking on investment manager analysis and portfolio construction, the Investing with Impact Access Portfolios combine highly regarded third-party managers across a range of Investing with Impact approaches into a well-diversified model portfolio,” said Lisa Shalett, Head of Wealth Management Investment Resources. 

Morgan Stanley’s Investing with Impact Platform, launched in 2012, enables clients to align investment decisions and personal values without sacrificing potential financial performance.  The broader Investing with Impact Platform now offers more than 140+ investment products which aim to deliver positive environmental and social impact alongside market-rate financial returns. 

Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services. 

Morgan Stanley (NYSE: MS) is a leading global financial services firm providing investment banking, securities, wealth management and investment management services.  With offices in more than 42 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals.  For more information about Morgan Stanley, please visit

This material has been prepared for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. It 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. Morgan Stanley Smith Barney LLC (hereafter "Morgan Stanley" or “the Firm”) recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a Morgan Stanley Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

Morgan Stanley Smith Barney LLC offers investment program services through a variety of investment programs, which are opened pursuant to written client agreements. Each program offers investment managers, funds and features that are not available in other programs; conversely, some investment managers, funds or investment strategies may be available in more than one program. Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for every investor.

Investing in the markets entails the risk of market volatility. Investing based on sustainability criteria is subject to certain risks such as investment style risk.  Because such 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.

©2017 Morgan Stanley Smith Barney LLC. Member SIPC.  Morgan Stanley Wealth Management is the trade name.

CRC 1697020 2/2017

Media Relations: Christine Jockle, 914.225.6827

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