Align Your Investments
With Your Values

Our Investing with Impact Platform offers a diverse range of funds and other investments designed to advance environmental, economic and social goals — while striving for competitive performance. We make it easy to craft an investment portfolio of any size that is tailored to meet the impact goals of your choice.

Investment Strategies

Select from more than 120 products—including mutual funds, exchange-traded funds, separately managed accounts and alternative investment opportunities (for qualified investors).

Portfolio Solutions

Choose from our array of custom portfolios that allow clients to integrate environmental and social impact objectives across fully diversified asset allocations.

Capital Markets

Access capital markets offerings that incorporate
positive environmental and/or social impact—including green and sustainability bonds.

Custom Restriction Screening

Take advantage of our tools that allow investors to screen their advisory accounts for more than 30 different issue areas.

Analysis

Gain access to evaluations of impact-oriented strategies from the Global Investment Manager Analysis team, which factors environmental and social impact considerations into their
investment criteria.

Thought Leadership

Receive ideas and insights from Morgan Stanley’s Sustainability Research team and the Institute for Sustainable Investing.

Morgan Stanley Global Impact Funding Trust

Broaden the impact of charitable giving through
opportunities available in Morgan Stanley’s
Donor Advised Fund.

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Morgan Stanley Access Investing

Create a digital investment portfolio that draws expertise from the Morgan Stanley Global Investment Committee and the Investing with Impact Platform.

A Spectrum of Investment Approaches

Restriction Screening

Manage exposures by intentionally avoiding investments that generate revenue from objectionable activities, sectors or geographies.

Environmental, Social and Governance (ESG) Integration

Proactively consider ESG criteria alongside financial analysis to identify opportunities and risks during the investment process.

Thematic Exposure

Focus on themes and sectors dedicated to solving sustainability related domestic and global challenges.

Impact Investing

Allocate to funds focused on private enterprises that are structured to deliver specific positive social and/or environmental impacts.

Learn more about Investing with Impact (PDF)

Thematic Guides

Catholic Values

Craft a holistic investment portfolio consistent with financial objectives and guidelines put forward by the Catholic Church. 

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Climate Change and Fossil Fuel Aware Investing

Incorporate climate change and fossil fuel awareness into your portfolio, based on your own environmental and financial objectives.

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Gender Diversity

Develop a tailored investment approach to integrate gender diversity criteria into your portfolio. 

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Mission Align 360°

Examine all sources of capital—including human, financial and philanthropic—and determine how to best align these assets to achieve positive impact.

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Leaders in a Growing Field

As of 2018, more than 1-in-4 dollars under professional management in the U.S. was devoted to sustainable, responsible or impact investing strategies. At $12 trillion, the sustainable investing field has more than tripled since 20121. We've been at the vanguard of this quick evolution, with Financial Advisors who are committed to these strategies and well-positioned to help clients align their financial objectives with their personal values. The Investing with Impact Platform draws on capabilities and analysis from across the firm, including the Morgan Stanley Institute for Sustainable Investing.  


Learn more about the Institute for Sustainable Investing >

 

1US SIF: The Forum for Sustainable and Responsible Investment, Report on US Sustainable and Responsible Investing Trends, 2018.

This material 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. The strategies and/or investments discussed in this material may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. This material is not an offer to buy or sell any security or to participate in any trading strategy. Asset allocation and diversification do not guarantee a profit or protect against a loss. Past performance is no guarantee of future results.

Private Funds (which include hedge funds and private equity funds) often engage in speculative investment techniques and are only suitable for long-term, qualified investors. Investors could lose all or a substantial amount of their investment. They are generally illiquid, not tax efficient and have higher fees than many traditional investments.

Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability 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.

An investment in an exchange-traded fund involves risks similar to those of investing in a broadly based portfolio of equity securities traded on exchange in the relevant securities market, such as market fluctuations caused by such factors as economic and political developments, changes in interest rates and perceived trends in stock prices. The investment return and principal value of ETF investments will fluctuate, so that an investor’s ETF shares, if or when sold, may be worth more or less than the original cost.

Investors should carefully consider the investment objectives and risks as well as charges and expenses of a mutual fund / exchange-traded fund before investing. To obtain a prospectus, contact your Financial Advisor or visit the fund company’s website. The prospectus contains this and other information about the mutual fund / exchange-traded fund. Read the prospectus carefully before investing.

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