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

Tuesday, March 14, 2017

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.