Investment strategies include restriction screening, environmental, social and governance integration, thematic exposure, impact investing and shareholder engagement.

Morgan Stanley has launched a “tool kit” to open up the conversation about the values which bind Jewish families in order to help financial advisors and other consultants working with them. The initiative draws together the US firm’s Investing With Impact and Philanthropy Management groups.

The toolkit is “designed to enable Morgan Stanley’s financial advisors to guide their clients in creating investment and strategic grant making portfolios that are consistent with their long-term financial goals and reflect a personalized vision of aligning with their Jewish values”, the firm said in a recent statement.

Investment strategies include restriction screening, environmental, social and governance integration, thematic exposure, impact investing and shareholder engagement. The toolkit also leverages Morgan Stanley’s proprietary Mission Align 360 process, which provides a roadmap for examining and coordinating all sources of capital so that they align with a customized mission, including human capital, philanthropic capital and financial capital.

“The Jewish community has a rich history of philanthropic giving, and that tradition continues today,” Melanie Schnoll Begun, MD and head of philanthropy management, said. “Members of the Jewish faith in America donate nearly $9 billion annually to charity. On average, Jews give more generously to charity than members of other faith traditions.”

“The resources explore the values that run deeply throughout the diverse, global community of Jews, and gives a history of Jewish faith-based philanthropy and investing. Further, we identify practical strategies for aligning investing dollars and philanthropic donations with Jewish values,” Lily Trager, executive director and director of Investing with Impact, said.

To guide its program, Morgan Stanley recently hosted a series of Jewish Values Consortiums in New York, Los Angeles and southern Florida. These events were attended by more than 250 Jewish philanthropists and community leaders representing their families, foundations, Jewish federations and Jewish-intersectional non-profits.