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Morgan Stanley Wealth Management Rolls Out Two Sustainable Portfolios

Mark Shapland

16 September 2014

Morgan Stanley Wealth Management has launched two new sustainable investment funds.

They are called Investing with Impact Balanced and Investing with Impact Equity for its Select Unified Managed Account platform.

"These portfolios appeal to a broad range of clients with interest in balancing two primary goals: generating competitive financial returns and positive impact," said Jim Tracy, head of consulting group wealth advisory solutions. "The UMA account structure provides several key advantages to clients including access to a diversified asset allocation across multiple underlying third-party managers in one account."

Morgan Stanley launched the Investing with Impact Platform in 2012 to help clients identify opportunities that support specific social and environmental benefits without compromising financial performance potential.

"Increasingly, our clients define long-term value not only as realizing attractive financial return, but also generating positive environmental and social impact. We are 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.