Provides Strategies to Align Financial and Faith-based Objectives
NEW YORK–(BUSINESS WIRE)–Investors seeking to align their portfolios with holistic Catholic
values now have innovative resources to help them.
Morgan Stanley Wealth Management’s Investing with Impact Platform is
introducing the Catholic Values Investing Tool Kit. The Tool Kit
is designed as a roadmap for Morgan Stanley Financial Advisors to use in
empowering individual and institutional clients when selecting
investments for a holistic portfolio consistent with financial
objectives and guidelines put forward by the Catholic Church.
Further, as a key differentiator, the Tool Kit recognizes that there is
no one-size-fits-all approach to Catholic values investing and offers a
flexible framework to help investors customize their portfolios to align
with their personal and institutional faith-based goals.
Morgan Stanley Wealth Management’s Investing with Impact Platform,
launched in 2012, enables clients to align investment decisions and
personal values without sacrificing potential financial performance.1
The broader Investing with Impact Platform now offers more than 130
investment products capable of delivering positive environmental and
social impact. Faith-based investors have long recognized that their
capital can catalyze social and environmental benefits. As an integral
part of Morgan Stanley’s Investing with Impact Platform, this Tool Kit
provides a range of resources to deliver Catholic values investment
solutions for individual and institutional clients.
“We are pleased to provide our clients with strategies to pursue
risk-adjusted financial returns in tandem with faith-based objectives,”
said Hilary Irby, Head of Morgan Stanley’s Investing with Impact
Initiative. “There continues to be a growing range of investment choices
and opportunities in the Catholic values space, across mutual funds,
exchange-traded funds and separately managed accounts.”
The Tool Kit roadmap includes a primer for Catholic values investors who
wish to invest in companies that, consistent with the guidelines of the
Catholic Church as well as their own investor preferences, promote
societal good through access to affordable housing, high environmental
standards and other constructive policies. It also provides guidance to
investors who seek to avoid companies that engage in discrimination,
predatory lending or other activities inconsistent with Catholic values.
The Tool Kit explains how investors can activate an entire portfolio to
meet their financial and Catholic values objectives, or opt to dedicate
portions of a portfolio to achieve mission goals. To resolve these and
other complex portfolio decisions, a Morgan Stanley Financial Advisor
can create an appropriate, personalized approach.
According to Lily Scott, Director of Investing with Impact for Morgan
Stanley Wealth Management, “While financial value remains a key focus,
Catholic values investment portfolios also seek to protect and promote
the unique values and mission of faith-based investors.”
Morgan Stanley Wealth Management, a global leader provides access to a
wide range of products and services to individuals, businesses and
institutions, including brokerage and investment advisory services,
financial and wealth planning, banking services, annuities and
insurance, retirement and trust services.
Morgan Stanley (NYSE:MS) is a leading global financial services firm
providing a wide range of investment banking, securities, wealth
management and investment management services. With offices in more than
43 countries, the Firm’s employees serve clients worldwide including
corporations, governments, institutions, and individuals. For further
information about Morgan Stanley, please visit www.morganstanley.com.
1The returns on a portfolio consisting primarily of
faith-based investments may be lower or higher than a portfolio that is
more diversified or where decisions are based solely on investment
©2015 Morgan Stanley Smith Barney LLC. Member SIPC
CRC: 1318132 (10/15)
Christine Jockle, 914-225-6827