MICROCAPITAL BRIEF: Morgan Stanley Offers Balanced, Equity “Investing with Impact” Portfolios 

Morgan Stanley, a US-based international financial services corporation, recently created two “Investing with Impact” portfolios as part of its goal to draw USD 10 billion in client assets towards “sustainable” investing products. The first, a “balanced portfolio”, invests approximately 60 percent of its assets in equity and 40 percent in debt and has a minimum investment of USD 750,000. The second is an equity portfolio with a USD 400,000 minimum investment.

Investments from the two portfolios are made in companies that demonstrate success in solving social or environmental issues. Hilary Irby, the head of Morgan Stanley’s “Investing with Impact Initiative” reported that allows customers to target “impact objectives, and not necessarily have to give up those financial goals.”

As of 2014, Morgan Stanley has USD 3.5 billion invested in approximately 100 products that provide “social benefits along with financial returns.” As of December 2013, Morgan Stanley reported total income of USD 3.6 billion, total assets of USD 832 billion and total equity of USD 69 billion.

By Emily Teleposky, Research Associate

About Morgan Stanley:
Morgan Stanley is a financial services firm headquartered in the US city of New York that operates in 42 countries, with approximately 1,300 offices and 60,000 employees. The firm was established on September 16, 1935, and focuses largely on wealth management, institutional securities and investment management. As of December 2013, it reported total income of USD 3.6 billion, total assets of USD 832 billion and total equity of USD 69 billion.

Additional Sources and Resources:

[1] Morgan Stanley Adds “Impact” Portfolios in Brokerage, http://www.businessweek.com/news/2014-09-15/morgan-stanley-adds-impact-portfolios-in-brokerage

[2] MICROCAPITAL BRIEF: SKS Microfinance of India Posts Portfolio Growth of 21% Outside Andhra Pradesh; Royal Bank of Scotland, Morgan Stanley Asia Purchase Stakes as Deutsche Securities Mauritius Cashes Out, October 4, 2012,https://www.microcapital.org/microcapital-brief-sks-microfinance-of-india-posts-portfolio-growth-of-21-outside-andhra-pradesh-royal-bank-of-scotland-morgan-stanley-asia-purchase-stakes-as-deutsche-bank-cashes-out/

[3] MICROCAPITAL BRIEF: Pro Mujer Wins Second Annual Morgan Stanley Social Enterprise Strategy Challenge, June 22, 2010, https://www.microcapital.org/microcapital-brief-pro-mujer-wins-second-annual-morgan-stanley-social-enterprise-strategy-challenge/

[4] MicroCapital Universe Profile: Morgan Stanley, https://www.microcapital.org/microfinanceuniverse/tiki-index.php?page=Morgan+Stanley

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