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Morgan Stanley Launches Sustainable Investing Education Course for Financial Advisors

Helps Financial Advisors to grow their business using Morgan Stanley’s Investing with Impact Platform.

Morgan Stanley announced that it has launched a sustainable investing e-learning education program directly to the desktops of each of its approximately 16,000 Financial Advisors. Morgan Stanley offers individual and institutional clients sustainable and impact investing solutions through its proprietary Investing with Impact Platform. 

Built in collaboration between Morgan Stanley Wealth Management and the Institute for Sustainable Investing, the web-based curriculum provides an immersive educational experience designed to equip Morgan Stanley Financial Advisors with the know-how to grow their business, connect with clients, and implement Investing with Impact solutions, tools and resources through a series of five themes covered in the course. The course will be displayed on the Morgan Stanley Elevate platform, a practice management e-learning program designed to help financial advisors grow their business.

“Our objective was quite bold – to be a catalyst in driving adoption of sustainable investing by our Financial Advisors and to provide every client who desires it an opportunity to invest in alignment with their values and impact objectives,” said Lily Trager, Director of Investing with Impact and Head of Impact Solutions at Morgan Stanley Wealth Management.

A 2016 Morgan Stanley Wealth Management Investor Pulse survey found that 55 percent of high net worth (HNW) individuals overall and 80 percent of HNW millennials were interested in sustainable investing[1]. Likewise, nearly two thirds of asset management professionals surveyed by the Morgan Stanley Institute for Sustainable Investing and Bloomberg L.P. currently practice sustainable investing at their firms[2]. Since 2012, U.S. assets under management using sustainable investing criteria have risen 135 percent[3]. Currently over 60 percent of Morgan Stanley Financial Advisors are using at least one Investing with Impact strategy in their portfolios[4].

“As sustainable investing demand continues to gain momentum, it is imperative that today’s Financial Advisors are equipped with the knowledge to help clients make appropriate investment choices,” said Hilary Irby, Managing Director and Co-head of Global Sustainable Finance at Morgan Stanley. “Morgan Stanley has been at the forefront in making sustainable investing strategies accessible to investors of all types. This training will enable even more of our Financial Advisors to deliver the solutions investors are increasingly demanding.”

The internal e-learning course includes videos, motion graphics and interactive exercises designed to help each Financial Advisor learn the full suite of Investing with Impact capabilities at their own pace.

Morgan Stanley’s Investing with Impact Platform, launched in 2012, enables clients to align investment decisions and personal values without sacrificing potential financial performance. The broader Investing with Impact platform now offers more than 140 investment products aiming to deliver positive environmental and social impact alongside market-rate financial returns.

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, cash management and lending products and services, annuities and insurance, retirement and trust services.

Morgan Stanley (NYSE: MS) is a leading global financial services firm providing investment banking, securities, wealth management and investment management services.  With offices in more than 42 countries, the Firm’s employees serve clients worldwide including corporations, governments, institutions and individuals.  For more information about Morgan Stanley, please visit

This material has been prepared for informational purposes only and does not provide individually tailored investment advice. It is not an offer to buy or sell, or a solicitation of any offer to buy or sell any security or other financial instrument, or to participate in any trading strategy and has been prepared without consideration of an individual’s investment objectives, risk tolerance or financial circumstances. It should not be assumed that any securities transactions or holdings discussed were or will prove to be profitable.

The information and statistical data contained herein have been obtained from sources that are believed to be reliable but in no way are guaranteed by Morgan Stanley Smith Barney LLC as to accuracy or completeness.

The strategies and/or investments discussed in this material may not be suitable for all investors. Morgan Stanley Wealth Management 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.

Certain information contained herein may constitute forward-looking statements. Due to various risks and uncertainties, actual events, results or the performance of a fund or investment may differ materially from those reflected or contemplated in such forward-looking statements and there can be no guarantee that they will come to pass. Clients should carefully consider the investment objectives, risks, charges, and expenses of a fund or investment before investing.

“The returns on a portfolio consisting primarily of environmental, social, and governance-aware investments (“ESG”) may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG 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.”

Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice. Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.

Unless otherwise stated, the material was not prepared by the Morgan Stanley Research Department and is not a Research Report as defined under FINRA regulations. The material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who read it. Readers should determine, in consultation with their own investment, legal, tax, regulatory and accounting advisors, the economic risks and merits, as well as the legal, tax, regulatory and accounting characteristics and consequences, of any transaction or strategy referenced in any materials. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

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