NextBillion - An Initiative of the William Davidson Institute at the University of Michigan

Thursday, September 22, 2016

Investors seeking opportunities to effectively integrate gender diversity criteria within an investment portfolio now have access to a new framework to help translate social change and greater gender equality into an actionable plan for investing.

Morgan Stanley’s Investing with Impact Platform has introduced the Gender Diversity Tool Kit. The Tool Kit is designed as a roadmap for Morgan Stanley Financial Advisors to use with individual and institutional clients to develop a tailored investment approach to integrate gender diversity criteria into their investment portfolios.

“We are pleased to provide our clients with this latest Tool Kit,” said Lily Scott Trager, Director of Investing with Impact for Morgan Stanley Wealth Management. “As an investment opportunity, gender diversity is about identifying the ways in which achieving balance in representation, empowerment and economic opportunity is material for financial outcomes. With the support of a Morgan Stanley Financial Advisor, investors can take actionable steps towards incorporating gender diversity into investment decisions in a variety of ways.”

The Morgan Stanley Gender Diversity Investment Framework offers multiple approaches that can be used individually or together: