The Indigo Group at Morgan Stanley. Indigo Sustainable Portfolios
|
|
- Agnes McCarthy
- 5 years ago
- Views:
Transcription
1 The Indigo Group at Morgan Stanley Indigo Sustainable Portfolios
2 3280 Peachtree Road, NE Suite 1900, Atlanta, GA / MAIN / TOLL-FREE / FAX
3 The Indigo Group at Morgan Stanley Capital creates change in the world. The Indigo Group seeks to deliver competitive financial returns while driving positive environmental and social impact by investing in companies that exemplify leadership in social and environmental responsibility. Our framework enables clients to align their portfolios with their unique impact investing priorities. Morgan Stanley has leveraged its market position as a leading Wealth Management firm to empower our clients to Invest with Impact. Our Indigo Sustainable Portfolios utilize leading edge financial and sustainability data analytics so clients can optimize investment alignment with their personal values without sacrificing performance. Current research shows that using sustainable investment strategies usually meets and often exceeds the performance of comparable traditional approaches. 1 Evaluating sustainability factors for a company is not just "a good thing to do"; it is now widely considered to be part of a fiduciary s duty. As impact-oriented metrics increase in quality and availability, investors can take actionable steps toward building a more positive, resource-efficient economy. 1. Morgan Stanley Research, Sustainable Investing Myth Busters (May 2017) THE INDIGO GROUP 3
4 Meet the Professionals We work with individuals and institutional asset owners to develop We work with sustainable individuals investment and institutional portfolios. asset owners The to dramatic develop increase sustainable in investment the availability portfolios. of The high-quality dramatic increase Environmental, in the availability of and high-quality Governance ESG research (ESG) and research a growing and body of a academic growing Social body studies of show academic a correlation studies between show strong a investment correlation performance between and ESG factor integration. strong investment performance and ESG factor integration Morgan Stanley Research, Sustainable Reality (March 2015) 4 MORGAN STANLEY
5 Mark C. Callaway Mark C. Callaway Peter Roselle, CPM, CFP Senior Portfolio Manager Senior Portfolio Manager Portfolio Manager Senior Vice President Senior - Wealth Vice Management President-Wealth Vice President Management - Wealth Management Financial Advisor Financial Advisor Financial Advisor Alora Clark Wealth Management Analyst Mark Callaway has managed SRI/ESG/ Alora Clark is an analyst for the Indigo Mark Callaway has managed Peter Roselle has been a Certified Impact Investing style discretionary Group at Morgan Stanley. Her primary role "SRI/ESG/Impact Investing style" Financial Planner since He strategies within the Morgan Stanley includes portfolio management and discretionary strategies within the focuses on helping executives and Portfolio Management platform since analysis, research on financial and Morgan Stanley Portfolio business owners with retirement and In 2014, he was named one of sustainability factors of investments, and Management platform since In estate planning strategies and optimizing their investment portfolios Morgan Stanley s Investing with Impact searching for new opportunities to invest 2014, he was named one of Morgan Champions. In 2009, he co-founded the with impact. Stanley's Investing with Impact through sustainable investing principles. He advises both for-profit and Southeast Corporate Sustainability Champions. In 2009, he co-founded Rankings, which ranks publicly traded Prior to joining Morgan Stanley, Alora the Southeast Corporate non-profit organizations on improving the alignment of sustainable companies according to standardized completed her Masters in Quantitative and Sustainability Rankings, which ranks environmental, social and governance Computational Finance at Georgia Tech. publicly traded companies according investing principles in their investment portfolios. Peter has also scores. Mark s educational background While there, she worked on research in to standardized environmental, social includes studies in both political science Sustainable Finance and Accounting for and governance scores. Mark's educational background includes studies tion as an Investing with Impact received Morgan Stanley's recogni- and theater, as well as an MBA from the Ray C. Anderson Center for Sustainable LaGrange College. He served as an adjunct Business. She has a Bachelor of Science in in both political science and theater, Champion. He serves as Co-Vice professor, teaching Investment Analysis Applied Mathematics and Statistics from as well as an MBA from LaGrange Chair of the Sustainable Investing and Portfolio Management. In 2015, he Johns Hopkins University. College. He served as an adjunct professor, teaching Investment Analysis of Security Analysts (NYSSA), where Committee for the New York Society attended Oxford University s Impact Investing executive program. Mark holds and Portfolio Management. In 2015, he helps plan and run events designed the position of Senior Vice President of he attended Oxford University's to raise awareness of the importance Wealth Management at Morgan Stanley, Impact Investing executive program. of corporate social responsibility and a n d i s a l s o a S e n i o r I n v e s t m e n t Mark holds the position of Senior the use of environmental, social and Management Consultant, and Senior Vice President of Wealth governance factors in portfolio Portfolio Manager. Management at Morgan Stanley, and design. Peter obtained his BA in is also a Senior Investment Economics and MBA in Finance, both Management Consultant, and Senior from Seton Hall University. He Portfolio Manager. received the Certified Portfolio Manager designation in conjunction with Columbia University in THE INDIGO GROUP 5
6 Indigo Sustainable Portfolios Composition Our security selection criteria can include alignment in the strategic areas of environmental, social and governance (ESG) factors as well as ESG materiality and momentum. The Indigo team uses a new breed of ESG research that analyzes financial and nonfinancial factors which are designed to identify ESG risks or opportunities that may not be captured through conventional analyses. We use the best of Morgan Stanley's fundamental and quantitative financial research as well as in-depth ESG analysis on a number of metrics for each company. We can now review abundant research documenting the effects on corporate performance and values of nonfinancial factors, such as gender diversity, which can no longer be ignored in portfolio construction. Our portfolios are constructed of individual publiclytraded equities and exchange traded funds. We offer fossilfuel free options as well as portfolios that include a "bestin-class" approach using all sectors of the economy. We also incorporate a gender screen to ensure women are represented on the board of directors of each company in our portfolio. New research indicates that gender diversity on boards and top management teams is a material ESG 3 factor in all industries. In addition, we use technical analysis from Dorsey-Wright, a leading research provider, which evaluates the simple economics pertaining to each security. This time-tested approach offers valuable insight as a logical, organized way of assessing the forces of supply and demand. When all is said and done, if there are more buyers than sellers willing to sell, the stock price will move higher. 3. Morgan Stanley Research, Why it pays to invest in Gender Diversity (May 2016) 6 MORGAN STANLEY
7
8 Environmental, Social and Governance (ESG) Integration Each client is unique; this is true regarding financial considerations as well as how our clients choose to integrate their personal values or institutional mission into portfolio construction. These "impact priorities" reflect an individual or institution s worldview, values, mission, investment objectives and more. For a growing number of our clients, integrating impact priorities into their investment decision making is increasingly important. This is the basis for Morgan Stanley s Portfolio Impact Alignment which leverages proprietary companylevel environmental, social and governance data provided by MSCI ESG Research, a third-party research firm and a market leader for companylevel ESG data. The Portfolio Impact Alignment is a point-in-time investment analysis tool that empowers clients to view their portfolio from a new perspective - through the lens of a comprehensive set of fourteen ESG metrics that are material across most industries and geographies, five exposures across key risk areas and seven themes for which a defined approach to a particular theme is available and generally accepted. Through a licensing agreement with MSCI, we build a holistic view of the significant ESG issues a company faces, as well as its industry context and peer analysis. This rating system is further designed to identify the financial relevance of ESG factors, which helps with our commitment to achieving market-rate returns. 8 MORGAN STANLEY
9
10 The principals of the Indigo Group have long standing family and individual history of giving back to their communities. We support those organizations which are dedicated to inspire and motivate action towards positive change. Since 1982, the principals of the Indigo Group have offered comprehensive investment strategies for individuals and institutions. In 2001, we started offering portfolios designed with environmental, social and governance screening. In 2012, we started working closely with Morgan Stanley s Investing with Impact platform to offer our clients a broad array of solutions and services. Our diverse backgrounds in finance, philanthropy and advocacy help us provide a unique investment experience. We provide a team approach to each client that ensures our ability to provide personalized, customized advice throughout the life of the relationship. 10 MORGAN STANLEY
11
12 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 investors individual circumstances and objectives Morgan Stanley Smith Barney LLC. Member SIPC /2016 CRC
The Indigo Group at Morgan Stanley. Indigo Sustainable Portfolios
The Indigo Group at Morgan Stanley Indigo Sustainable Portfolios 3280 Peachtree Road, NE Suite 1900, Atlanta, GA 30305 404-264-4288 / MAIN 800-421-2741 / TOLL-FREE 470-558-3536 / FAX The Indigo Group at
More informationInvesting with Impact. Creating Economic, Social and Environmental Value
Investing with Impact Creating Economic, Social and Environmental Value Delivering Value Across Multiple Dimensions The Investing with Impact Platform focuses on flexibility and engagement, allowing both
More informationInvesting with Impact. Creating Economic, Social and Environmental Value
Investing with Impact Creating Economic, Social and Environmental Value Delivering Personalized Value The Investing with Impact Platform focuses on flexibility and engagement, allowing both targeted allocation
More informationMaximizing Capital. The Power of Investing with Impact. CRC (3/15) Expiration: 3/16
Maximizing Capital The Power of Investing with Impact CRC1137880 (3/15) Expiration: 3/16 What Is Investing with Impact? Morgan Stanley defines Investing with Impact as an approach that aims to generate
More informationThe Services Available to Your 401(k) Plan
The Services Available to Your 401(k) Plan The Peachtree Group at Morgan Stanley Smith Barney Experience and Guidance That Make A Difference By offering your employees a retirement plan, you are providing
More informationMorgan Stanley. The Indigo Group. Investing with Impact Champions. The Indigo Group Morgan Stanley CRC
Morgan Stanley Investing with Impact Champions The Indigo Group CRC 1619845 The Indigo Group at Morgan Stanley 3280 Peachtree Road NE Suite 1900 Atlanta, GA 30305 2 The Indigo Group at Morgan Stanley The
More informationPhiladelphia Legacy Team at Morgan Stanley
Philadelphia Legacy Team at Morgan Stanley 1650 Market St 42nd FL, Philadelphia, PA 19103 215-854-6271 / MAIN 800-233-1414 / TOLL-FREE 215-240-7953 / FAX www.morganstanleyfa.com/philad elphialegacyteam
More informationThe Monte Sano Group at Morgan Stanley. Amanda Mullins Todd McBride
The Monte Sano Group at Morgan Stanley Amanda Mullins Todd McBride 501 Madison Street Huntsville, AL 35801 256-535-2876 / MAIN 800-633-2947 / TOLL-FREE 256-585-6480 / FAX www.morganstanleyfa.com/montesanogroup
More informationThe Monument Group at Morgan Stanley
The Monument Group at Morgan Stanley 1650 Tysons Boulevard Suite 1000, McLean, VA 22102 703-394-1979 / MAIN 800-336-0156 / TOLL-FREE 202-403-3427 / FAX www.morganstanleyfa.com/monumentgroup The Monument
More informationThe PGP Group at Morgan Stanley Smith Barney
The PGP Group at Morgan Stanley Smith Barney 1200 Mount Kemble Ave 2nd Floor, Morristown, NJ 07962 973-539-6700 / MAIN 800-755-4253 / TOLL-FREE 973-425-2366 / FAX morganstanley.com/fa/thepgpgroup vincent.pecora@mssb.com
More informationSeparately Managed Accounts. Investment Advisory Solutions for Today s Complex Markets
Separately Managed Accounts Investment Advisory Solutions for Today s Complex Markets Contents Consulting Group Overview Resources The GIC and Global Investment Manager Analysis Separately Managed Accounts
More informationThe Wentworth Group at Morgan Stanley
The Wentworth Group at Morgan Stanley One Harbour Place, Suite 125 Portsmouth, NH 03801 603-422-8900 / MAIN 800-735-5811 / TOLL-FREE 603-422-8989 / FAX www.morganstanleyfa.com/ thewentworthgroup Paul.Kinnaly@morganstanley.com
More informationThe Watts Group at Morgan Stanley. Investment Management Financial Counsel
The Watts Group at Morgan Stanley Investment Management Financial Counsel 222 Central Park Avenue Suite 1800, Virginia Beach, VA 23462 757-493-2100 / MAIN 800-622-3430 / TOLL-FREE 866-766-4930 / FAX http://www.morganstanleyfa.com/thewattsgroup
More informationThe Shelter Bay Group at Morgan Stanley
The Shelter Bay Group at Morgan Stanley 58 South Service Road Suite 400, Melville, NY 11747 631-755-8990 / MAIN 877-752-6454 / TOLL-FREE 631-755-8999 / FAX www.morganstanleyfa.com/theshelterbaygroup The
More informationThe Terhune Group at Morgan Stanley
The Terhune Group at Morgan Stanley 750 Lindaro St. Suite 300 San Rafael, CA 94901 415-451-1400 / MAIN 800-505-1220 / TOLL-FREE 415-532-1981 / FAX www.morganstanley.com/fa/jerold. terhune jerold.terhune@morganstanley.com
More informationThe Harding-Ford Group at Morgan Stanley
The Harding-Ford Group at Morgan Stanley 899 CASSATT RD STE 100 BERWYN, PA 19312 610-408-1941 / MAIN 800-345-3050 / TOLL-FREE 610-239-2143 / FAX http://www.morganstanleyfa.com/ thehardingfordgroup As Financial
More informationThe Main Line Group at Morgan Stanley. Focused on Retirement for Organizations and Individuals
The Main Line Group at Morgan Stanley Focused on Retirement for Organizations and Individuals Two Town Place Suite 100, Bryn Mawr, PA 19010 610-542-2944 / Main 855-598-6732 / toll-free 267 937-4188 / fax
More informationThe Brewer Harding Group at Morgan Stanley Smith Barney
The Brewer Harding Group at Morgan Stanley Smith Barney 705 SW Bonnett Way Suite 1200, Bend, OR 97702 541-617-6000 / MAIN 866-960-6007 / TOLL-FREE 541-382-7329 / FAX www.morganstanley.com/fa/thebrewerhardinggroup
More informationMijanou Spurdle, CFP, CPM. Senior Portfolio Manager First Vice President Branch Manager The Miami Beach Branch, Morgan Stanley
Mijanou Spurdle, CFP, CPM Senior Portfolio Manager First Vice President Branch Manager The Miami Beach Branch, Morgan Stanley 1691 Michigan Avenue Suite 550, Miami Beach, FL 33139 305-695-6119 / MAIN 800-642-7715
More informationMaximizeYour Impact. MorganStanleyGlobal Impact FundingTrust (GIFT): Impact Pools. CRC (3/2015) Expiration (3/2016)
MaximizeYour Impact MorganStanleyGlobal Impact FundingTrust (GIFT): Impact Pools CRC1126157 (3/2015) Expiration (3/2016) Global Impact Funding Trust (GIFT) Introduction The Morgan Stanley Global Impact
More informationThe Bordonaro - Hannah Group at Morgan Stanley. Wealth Management personalized for you
The Bordonaro - Hannah Group at Morgan Stanley Wealth Management personalized for you 8300 NORMAN CENTER DR STE 1150 BLOOMINGTON, MN 55437 952-841-6457 / MAIN 800-927-1990 / TOLL-FREE 952-921-1944 / FAX
More informationThe Wides Group at Morgan Stanley. Shaping Your Financial Future
The Wides Group at Morgan Stanley Shaping Your Financial Future 6735 CROSSWINDS DR N ST PETERSBURG, FL 33710 727-381-1234 / MAIN 800-237-2898 / TOLL-FREE 727-343-8203 / FAX www.morganstanleyfa.com/wides
More informationNorthwest Capital Group at Morgan Stanley. Dedicated to Building and Preserving Your Wealth
Northwest Capital Group at Morgan Stanley Dedicated to Building and Preserving Your Wealth 500 108th Ave NE, Ste. 1900 Bellevue, WA 98004 855-280-6587 / TOLL-FREE 425-453-5800 / MAIN 425-453-5802 / FAX
More informationThe Keating Group at Morgan Stanley. Everything Starts With A Plan
The Keating Group at Morgan Stanley Everything Starts With A Plan 899 Cassatt Rd Ste 100 Berwyn, PA 19312 610-408-1944 / MAIN 800-345-3050 / TOLL-FREE 610-408-1908 / FAX http://www.morganstanleyfa.com/
More informationTHE DURSO WEALTH MANAGEMENT GROUP AT MORGAN STANLEY DISCRETIONARY PORTFOLIO MANAGEMENT INVESTMENT STRATEGIES
Morgan Stanley 20 Linden Place Red Bank, NJ 07701 (732) 936-3400 THE DURSO WEALTH MANAGEMENT GROUP AT MORGAN STANLEY THE DURSO WEALTH MANAGEMENT GROUP AT MORGAN STANLEY DISCRETIONARY MANAGEMENT INVESTMENT
More informationChristopher A. Rea, CRPS. Corporate Retirement Director Financial Advisor
Christopher A. Rea, CRPS Corporate Retirement Director Financial Advisor 101 California Street 3rd Floor, San Francisco, CA 94111 415-693-6063 / MAIN 862-210-6072 / FAX https://fa.morganstanley.com/christopher.rea
More informationMaximize Your Impact. Morgan Stanley Global Impact Funding Trust (GIFT): Impact Pools CRC (7/2016) Expiration (7/2017)
Maximize Your Impact Morgan Stanley Global Impact Funding Trust (GIFT): Impact Pools CRC1527771 (7/2016) Expiration (7/2017) Global Impact Funding Trust (GIFT) Introduction Morgan Stanley GIFT is an independent
More informationESG Policy & Process. 1. Overview and Philosophy
Wells Capital Management ESG Policy & Process Updated March 2018 1. Overview and Philosophy Through our independent and specialized investment teams, Wells Fargo Asset Management ( WFAM ) 1 brings together
More informationThe Perrone Lewis Group at Morgan Stanley
The Perrone Lewis Group at Morgan Stanley 2900 West Road Suite 300, East Lansing, MI 48823 517-324-8008 / MAIN 800-248-0487 / TOLL-FREE 517-351-1306 / FAX www.morganstanley.com/fa/theperronelewisgroup
More informationBarry J. Gottlieb, CFP, CDFA. Financial Advisor
Barry J. Gottlieb, CFP, CDFA Financial Advisor 120 Albany Street New Brunswick, NJ 08901 732-435-2226 / MAIN 732-668-2131 / CELL 800-272-1370 / TOLL-FREE 732-435-2255 /FAX http://www.morganstanleyfa.com/
More informationPeter Y. Choy, CRPC Investment Management Consultant Senior Vice President - Wealth Management Portfolio Manager
Peter Y. Choy, CRPC Investment Management Consultant Senior Vice President - Wealth Management Portfolio Manager 80 East Rio Salado Parkway Suite 810, Tempe, AZ 85281 480-345-4704 / MAIN 800-227-3645 /
More informationThe Dubie Group at Morgan Stanley. Experience That Makes a Difference
The Dubie Group at Morgan Stanley Experience That Makes a Difference Water Tower Hill 105 West View Road, 5th Fl., Colchester, VT 05446 802-658-2424/MAIN 800-446-0193/Toll-Free 802-860-1623/fax morganstanleyfa.com/dubie
More informationThe Basch Anderson Miller Group at Morgan Stanley. Customized Solutions for Every Client
The Basch Anderson Miller Group at Morgan Stanley Customized Solutions for Every Client 3993 Howard Hughes Pkwy St 800 NMLS#1288381, Las Vegas, NV 89169 702-737-8143 / MAIN 855-291-4921 / TOLL-FREE 702-425-9494
More informationJames Carpentier-Levy, CFP Financial Advisor Financial Planning & Management for Medical, Dental, & Veterinary Private Practices
James Carpentier-Levy, CFP Financial Advisor Financial Planning & Management for Medical, Dental, & Veterinary Private Practices 101 W BROADWAY SUITE 1800, SAN DIEGO, CA 92101 619-544-6535 / MAIN 800-473-1331
More informationThe Hollywood Group at Morgan Stanley
The Hollywood Group at Morgan Stanley 1200 Mt. Kemble Ave., 2nd Fl. P.O. Box 1903, Morristown, NJ 07960 973-539-6700 / MAIN 800-755-4253 / TOLL-FREE 973-425-2366 / FAX http://www.morganstanleyfa.com/ thehollywoodgroup
More informationMission Align 360. Implementation Road Map
Mission Align 360 Implementation Road Map A process by which an organization, such as a foundation, examines all capital including human, financial and philanthropic for allocation toward its mission and
More informationThe Calabretta Group at Morgan Stanley. passionately committed to managing your wealth
The Calabretta Group at Morgan Stanley passionately committed to managing your wealth 204 North George St. Suite 300, York, PA 17401 717-854-5553 / MAIN 800-343-5235 / TOLL-FREE 717-852-4101 / FAX www.morganstanleyfa.com/thecalabrettagroup
More informationThe Blue Mountain Group at Morgan Stanley
The Blue Mountain Group at Morgan Stanley TWO TOWN PLACE STE 100 BRYN MAWR, PA 19010 800-221-8496 / TOLL-FREE 610-527-7350 / MAIN 610-520-2231 / FAX http://www.morganstanleyfa.com/ thebluemountaingroup
More informationThe Geneva Riverside Group at Morgan Stanley. James White - Cheryl Snook - Holly Cotherman
The Geneva Riverside Group at Morgan Stanley James White - Cheryl Snook - Holly Cotherman 10 West State Street Suite 204, Geneva, IL 60134 800-262-2061 / TOLL-FREE 630-262-2020 / MAIN 630-262-2030 / FAX
More informationThe Delli Carpini Group at Morgan Stanley
The Delli Carpini Group at Morgan Stanley Tactical Investment Strategy. Comprehensive Wealth Planning. 522 Fifth Avenue 10th Floor, New York, NY 10036 212-603-6204 / MAIN 212-507-8242 / FAX https://fa.morganstanley.com/frank.dellicarpini
More informationAlysia R. Perkinson. Financial Planning Specialist Second Vice President Financial Advisor
Alysia R. Perkinson Financial Planning Specialist Second Vice President Financial Advisor 69 Swift Street South Burlington, Vermont 05403 802-652-6039 / Main 800-446-0193 / Toll-Free fa.smithbarney.com/
More informationThe Milligan Mundy Group at Morgan Stanley
The Milligan Mundy Group at Morgan Stanley 1787 Sentry Parkway West Building 18 Suite 440, Blue Bell, PA 19422 215-274-2226 / MAIN 888-829-6912 / TOLL-FREE 215-540-0788 / FAX https://fa.morganstanley.com/themilliganmundygroup/
More informationThe Lehigh Valley Group at Morgan Stanley. Financial Planning for Businesses, Executives & Families
The Lehigh Valley Group at Morgan Stanley Financial Planning for Businesses, Executives & Families 3500 Winchester Road Suite 100, Allentown, PA 18104 610-395-7700 / MAIN 800-433-4200 / TOLL-FREE 610-395-0694
More informationThe Spiro Group at Morgan Stanley
The Spiro Group at Morgan Stanley 1100 Poydras Street Suite 1900, Energy Centre, New Orleans, Louisiana 70163 504-585-3973 / Main 800-227-6121 / Toll-Free 504-910-9755 / fax www.morganstanleyfa.com/ spirogroup/
More informationThe Grasmeder Team at Morgan Stanley
The Grasmeder Team at Morgan Stanley 20 MAPLE ST GLENS FALLS, NY 12801 518-793-4181 / MAIN 800-526-1866 / TOLL-FREE 518-793-7046 / FAX www.morganstanleyfa.com/grasmeder Kathleen.R.Grasmeder@morganstanley.com
More informationThe Keating Group at Morgan Stanley. Everything Starts With A Plan
The Keating Group at Morgan Stanley Everything Starts With A Plan 899 Cassatt Rd Ste 100 Berwyn, PA 19312 610-408-1944 / MAIN 800-345-3050 / TOLL-FREE 610-408-1908 / FAX http://www.morganstanleyfa.com/
More informationInvestment Consulting Advice for Your Retirement Plan
401(k) consulting august 2013 Investment Consulting Advice for Your Retirement Plan Summary The BenefiTS of a Proven ProceSS An employer sponsored retirement savings plan gives those who work for your
More informationThe Miller Conturso Group at Morgan Stanley
The Miller Conturso Group at Morgan Stanley 10 MADISON AVE - 1st Floor MORRISTOWN, NJ 07962 973-993-5255 / MAIN 800-524-2423 / TOLL-FREE 973-993-5276 / FAX www.morganstanleyfa.com/miller_ conturso We are
More information3 What We Believe. 4 Our Wealth Management Process. 9 Beyond Your Investment Strategy. The Lenox Group at Morgan Stanley
3 What We Believe 4 Our Wealth Management Process 9 Beyond Your Investment Strategy The Lenox Group at Morgan Stanley the lenox group at morgan stanley wealth management Robertson H. Bennett Family Wealth
More informationThe BHPS Group at Morgan Stanley
The BHPS Group at Morgan Stanley 345 St. Peter St. 1800 Landmark Towers, Saint Paul, MN 55102 651-215-8400 / MAIN 800-326-9121 / TOLL-FREE 651-215-8408 / FAX nancy.buttweiler@morganstanley.com The BHPS
More informationThe Crenshaw Group at Morgan Stanley Smith Barney
The Crenshaw Group at Morgan Stanley Smith Barney 320 East Main Street Suite 410, Spartanburg, South Carolina 29302 864-585-7761 / Main 800-934-0340 / Toll-Free 864-591-0963 / fax fa.smithbarney.com/crenshaw
More informationFrom niche to mainstream: how ESG principles are reshaping investing today
June 2016 From niche to mainstream: how ESG principles are reshaping investing today Leo M. Zerilli, CIMA Head of Investments John Hancock Investments As ESG standards become more uniform and as corporate
More informationArvista Group at Morgan Stanley. A Strategic View for Your Finances
Arvista Group at Morgan Stanley A Strategic View for Your Finances Two Union Square - Suite 5200 601 Union Street, Seattle, WA 98101 206-628-4879 / MAIN 206-628-4425 / FAX www.morganstanleyfa.com/arvistagroup
More informationThe Beyer Stein Group at Morgan Stanley
BSG The Beyer Stein Group at Morgan Stanley Global Multi-Asset ETF Portfolio Management An Efficient Approach to a Diversified Investment Plan 522 Fifth Avenue 15th Floor, New York, NY 10036 212-296-1008
More informationThe East Gate Group at Morgan Stanley. Providing Clients with Financial Independence
The East Gate Group at Morgan Stanley Providing Clients with Financial Independence 330 Fellowship Road Suite 400, Mount Laurel, NJ 08054 888-651-6517 / MAIN 856-283-4456 / FAX http://www.morganstanleyfa.com/theeastgategroup/
More informationTHE DURSO WEALTH MANAGEMENT GROUP S DISCRETIONARY PORTFOLIO MANAGEMENT INVESTMENT STRATEGIES
Morgan Stanley 20 Linden Place Red Bank, NJ 07701 (732) 936-3400 THE DURSO WEALTH MANAGEMENT GROUP AT MORGAN STANLEY THE DURSO WEALTH MANAGEMENT GROUP S DISCRETIONARY PORTFOLIO MANAGEMENT INVESTMENT STRATEGIES
More informationExecutive Financial Services Group Capabilities
Morgan Stanley Wealth Management Timothy Davis, CFP Senior Vice President Executive Financial Services Group Director Financial Advisor Executive Financial Services Group Capabilities Morgan Stanley Smith
More informationThe Albright Group at Morgan Stanley. A guiding light on your financial journey through life
The Albright Group at Morgan Stanley A guiding light on your financial journey through life 1800 BROADWAY STE 120 BOULDER, CO 80302 720-562-6233 / MAIN 800-787-5218 / TOLL-FREE 303-939-9007 / FAX http://fa.morganstanleyindividual.com/dana.albright/
More informationTHE DURSO WEALTH MANAGEMENT GROUP AT MORGAN STANLEY
Morgan Stanley 20 Linden Place Red Bank, NJ 07701 (732) 936-3400 THE DURSO WEALTH MANAGEMENT GROUP AT MORGAN STANLEY THE DURSO WEALTH MANAGEMENT GROUP AT MORGAN STANLEY DISCRETIONARY PORTFOLIO MANAGEMENT
More informationSustainable Investing for Retirement Plans
Sustainable Investing for Retirement Plans Defined contribution plans have become the primary mechanism by which American workers save and invest for retirement. As a plan sponsor, you are responsible
More informationThe Morningstar Sustainable Investing Handbook
The Morningstar Sustainable Investing Handbook Dear Investor, I founded Morningstar in 1984 because I wanted to make high-quality investment information available to everyday investors to help inform their
More informationDavid MacKinnon, CFP. Financial Advisor It's not just your portfolio, it's your life.
David MacKinnon, CFP Financial Advisor It's not just your portfolio, it's your life. 1200 LENOX DR., STE 300 LAWRENCEVILLE, NJ 08648 609-844-7938 / MAIN 800-659-0650 / TOLL-FREE 609-844-7950 / FAX David.J.Mackinnon@morganstanle
More informationThe Mattson Group at Morgan Stanley. Financial Advisors Centered Around You
The Mattson Group at Morgan Stanley Financial Advisors Centered Around You 345 St. Peter Street 1800 Landmark Towers, Saint Paul, MN 55102 651-215-8412 / MAIN 800-421-0018 / TOLL-FREE 651-215-8408 / FAX
More informationThe Hagwood Tomoda Group at Morgan Stanley. Wealth Management and Corporate Retirement Specialists
The Hagwood Tomoda Group at Morgan Stanley Wealth Management and Corporate Retirement Specialists 45 William Street Suite 130, Wellesley, MA 02481 781-431-6700 / MAIN 800-767-7462 / TOLL-FREE 781-263-6816
More informationRATINGS FOR CORPORATE SECURITIES. Now in our 2nd Decade of Impact HIP INVESTOR HUMAN IMPACT + PROFIT. The New Fundamentals of Investing
RATINGS FOR 2017 Now in our 2nd Decade of Impact HIP INVESTOR HUMAN IMPACT + PROFIT The New Fundamentals of Investing CORPORATE SECURITIES 0 RATING 100 IMPACT NET NEGATIVE IMPACT NET POSITIVE IMPACT FUTURE
More informationEdelston Grasso Group at Morgan Stanley
Edelston Grasso Group at Morgan Stanley 227 W Monroe Street Suite 3400, Chicago, IL 60606 312-648-3400 / MAIN 800-621-5231 / TOLL-FREE 312-648-3344 / FAX Edelston Grasso Group at Morgan Stanley As Financial
More informationMorgan Stanley Workplace Wealth Solutions. A Corporate Financial Wellness Program Provided for Your Employees
Morgan Stanley Workplace Wealth Solutions A Corporate Financial Wellness Program Provided for Your Employees CRC 1705670 03/2017 Did You Know? #1 Finances largest cause of stress for Employees 52% Find
More informationMorgan Stanley. Maximizing Capital. The Indigo Group. The Indigo Group Morgan Stanley CRC
Morgan Stanley Maximizing Capital The Indigo Group Maximizing Capital The Indigo Group at Morgan Stanley 2 What Is Investing with Impact? Morgan Stanley defines Investing with Impact as an approach that
More informationTHE SPROUL-GOUGH GROUP at Morgan Stanley
THE SPROUL-GOUGH GROUP at Morgan Stanley 4205 BALMORAL DRIVE SUITE 100 HUNTSVILLE, AL 35801 256-650-4003 / MAIN 800-877-0380 / TOLL-FREE 256-650-4046 / FAX www.morganstanley.com/fa/thesproulgoughgroup
More informationDonna L. Fisher, CFP. Senior Vice President Financial Advisor
Donna L. Fisher, CFP Senior Vice President Financial Advisor 7272 Wisconsin Avenue 4th Floor, Bethesda, Maryland 20814 301-657-6325 / Main 800-455-6622 / Toll-Free 301-656-1510 / fax donna.l.fisher@mssb.com
More informationSustainable Signals: 62% Growth and Opportunity in Asset Management
Sustainable Signals: Growth and Opportunity in Asset Management Executive Summary Sustainable investing has gone mainstream in the United States. A new survey reveals that asset managers now view sustainable
More informationSurvey 2017 ESG Survey
CALLAN INSTITUTE Survey 2017 ESG Survey Table of Contents Executive Summary 2 Key Findings 3 Respondent Overview 4 Defining ESG 5 ESG Factor Adoption Rates 6 ESG Implementation 12 Reasons For and Against
More informationThe Linn Eberly Group at Morgan Stanley. A clear path to your goals
The Linn Eberly Group at Morgan Stanley A clear path to your goals 724 Columbia Street NW Suite 350, Olympia, WA 98501 360-943-2300 / MAIN 800-843-7564 / TOLL-FREE 360-357-6971 / FAX www.morganstanleyfa.com/thelinneberlygroup/
More informationTHE DURSO WEALTH MANAGEMENT GROUP AT MORGAN STANLEY
Morgan Stanley 20 Linden Place Red Bank, NJ 07701 (732) 936-3400 AT MORGAN STANLEY AT MORGAN STANLEY DISCRETIONARY PORTFOLIO MANAGEMENT INVESTMENT STRATEGIES Investments and services offered through Morgan
More informationBill Valenti Vice President Financial Advisor
Bill Valenti Vice President Financial Advisor 7811 University Point Drive Fort Myers, FL 33907 239-432-1325 / MAIN 800-326-8389 / TOLL-FREE 239-432-1339 / FAX bill.valenti@mssb.com Bill Valenti Vice President
More informationChristopher Eckert, CFP
Christopher Eckert, CFP Senior Vice President Wealth Management Senior Portfolio Manager Financial Advisor Helping You Through Your Most Important Transitions 320 Post Road West Westport, Connecticut 06880
More informationTed Kawahara, CFP. Senior Vice President Portfolio Management Director Financial Advisor
Ted Kawahara, CFP Senior Vice President Portfolio Management Director Financial Advisor Planning is bringing the future into the present so that you can do something about it now. Alan Lakein Building
More informationThe Hopps Group at Morgan Stanley. A Roadmap to Enduring Security
The Hopps Group at Morgan Stanley A Roadmap to Enduring Security 300 Esplanade Drive 10th Floor, Oxnard, CA 93030 805-278-3609 / MAIN 800-767-0170 / TOLL-FREE 805-278-0226 / FAX www.morganstanleyfa.com/thehoppsgroup
More informationThe Ellsworth Group at Morgan Stanley Smith Barney
The Ellsworth Group at Morgan Stanley Smith Barney 36 East Streetsboro Street Suite 101, Hudson, Ohio 44236 234-380-4800 / Main 234-380-4801 / fax fa.morganstanleyindividual.com/theellsworthgroup/ The
More informationThe Champion Group at Morgan Stanley. Success on Your Terms
The Champion Group at Morgan Stanley Success on Your Terms 225 108th Ave NE, Suite 800 Bellevue, WA 98004 425-455-8000 / MAIN 800-733-6650 / TOLL-FREE 425-462-0651 / FAX The Champion Group at Morgan Stanley
More informationCustom Investment Outsourcing
Custom Investment Outsourcing Fay DeBellis, CFP, SIMC Senior Vice President Bryant Waller, CFP Financial Advisor For One-on-One Use Only With Clients and Prospects 2013-PS-327 11/13 The Importance of Managing
More informationAT MORGAN STANLEY. Discretionary Portfolio Management Platform
2751 Centerville Rd, Suite 104 Two Little Falls Centre Wilmington, DE 19808 302.636.5541 302.636.5537 Discretionary Portfolio Management Platform TH E GE HRT /YAAKOVIAN GROUP AT MORGAN STANLEY At The Gehrt/Yaakovian
More informationThe Main Line Group at Morgan Stanley. Helping Clients To and Through Retirement
The Main Line Group at Morgan Stanley Helping Clients To and Through Retirement Two Town Place Suite 100, Bryn Mawr, PA 19010 855-598-6732 / toll-free 610-542-2944 / main 267-744-4100 / fax www.morganstanleyfa.com/themainlinegroup
More informationThe Walker Group at Morgan Stanley. A boutique advisory practice providing sophisticated wealth management solutions.
The Walker Group at Morgan Stanley A boutique advisory practice providing sophisticated wealth management solutions. 1775 Eye Street NW Suite 200, Washington, DC 20006 202-862-7522 / MAIN 800-745-2451
More informationEnvestnet s Impact Investing Platform The 5 Pillars of Impact
Envestnet s Impact Investing Platform The 5 Pillars of Impact Our impact platform can help advisors support clients who seek both positive social impact and financial returns. What is impact investing?
More informationAGENDA. 1. Thesis 2. Managing Risk 3. Approach 4. Idea Generation 5. Selecting Equities 6. Investing in Funds 7. Summary 8.
FSG STRATEGIES AGENDA 1. Thesis 2. Managing Risk 3. Approach 4. Idea Generation 5. Selecting Equities 6. Investing in Funds 7. Summary 8. Meet the Team 2 [ Thesis] Risk Approach Ideas Equities Fund Investments
More informationFPO Image to come
The Brightwater Wealth Management Group at Morgan Stanley Target Based Comprehensive Wealth Management 4114 Woodlands Parkway Suite 200 Palm Harbor, FL 34685 (727) 773-4622 FPO Image to come http://www.morganstanleyfa.com/bwmgroup
More information1 Our Commitment. 3 Our Mission. 8 Our People. The Lonske Group at Morgan Stanley
1 Our Commitment 3 Our Mission 8 Our People The Lonske Group at Morgan Stanley Our Commitment: To help preserve your wealth and enhance your life Those with the skills and determination to create significant
More informationThe Reno Branch at Morgan Stanley
The Reno Branch at Morgan Stanley 5390 Kietzke Lane Suite 200, Reno, Nevada 89511 775-823-8600 / Main 775-329-9578 / fax www.morganstanley.com/reno dawn.m.uccelli@morganstanley.com The Reno Branch at Morgan
More informationThe Scheid Group at Morgan Stanley
The Scheid Group at Morgan Stanley 4969 US HIGHWAY 42 SUITE 1200 LOUISVILLE, KY 40222 502-394-4047 / MAIN 800-966-4617 / TOLL-FREE 502-394-4013 / FAX morganstanley.com/fa/thescheidgroup.com michael.scheid@morganstanley.com
More informationQuantitative Portfolios Beyond Beta. Powered by:
Quantitative s Beyond Beta Powered by: Quantitative s (QPs) are a suite of asset class-specific investments that blend the benefits of beta investing with the portfolio customization of managed accounts.
More informationInvesting With Impact Platform and Select UMA. Balanced Portfolio Equity Portfolio
Investing With Impact Platform and Select UMA Balanced Portfolio Equity Portfolio Overview Investing With Impact Portfolios Part I What is Investing with Impact? Timeline of Investing with Impact Investing
More informationTed Kawahara, CFP. Senior Investment Management Consultant Senior Vice President Financial Advisor
Ted Kawahara, CFP Senior Investment Management Consultant Senior Vice President Financial Advisor Planning is bringing the future into the present so that you can do something about it now. Alan Lakein
More informationInvestment Management Philosophy
Investment Management Philosophy Executive Overview The investment marketplace has grown increasingly complex and unpredictable for individual investors. This reality may make it difficult for many people
More informationMANAGED ACCOUNTS. Capital Directions. A guided approach to financial achievement
MANAGED ACCOUNTS Capital Directions A guided approach to financial achievement CAPITAL DIRECTIONS A UNIFIED MANAGED ACCOUNT THAT COMBINES FLEXIBILITY, SIMPLICITY, AND DISCIPLINE With a Capital Directions
More informationPlan for Your Future. Make it Happen.
Plan for Your Future. Make it Happen. Brian Neunzig, CIMA, CFP Vice President Financial Advisor brian.neunzig@ms.com 707-571-5744 Champhang Wolfard Senior Client Service Associate champhang.wolfard@ms.com
More informationImpact U.S. Equity Fund
Impact U.S. Equity Fund INVESTING FOR PURPOSE AND PERFORMANCE Institutional: BIRIX A: BIRAX C: BIRCX There is growing demand and greater opportunity for investment approaches that bring together positive
More informationThe Bermont/Carlin Group at Morgan Stanley. was founded in 1974 to provide personalized. investment management and financial planning
The Bermont/Carlin Group at Morgan Stanley was founded in 1974 to provide personalized investment management and financial planning as well as access to banking and trust services to a limited number of
More informationSPECIAL SITUATIONS INVESTING
SPECIAL SITUATIONS INVESTING NEIL MITCHELL TEAM AT MORGAN STANLEY PWM 2014 FOURTH QTR 522 Fifth Avenue New York, NY 10036 INVESTMENT PROCESS Thought Leadership + Collaboration Performance We sit at the
More informationJohn A. Busco. Senior Vice President Financial Advisor Wealth Advisor
John A. Busco Senior Vice President Financial Advisor Wealth Advisor 1433 Hooper Avenue Toms River, NJ 08753 732-505-4743 / MAIN 800-676-0996 / TOLL-FREE 732-505-4737 / FAX www.fa.smithbarney.com/busco
More information