The first approach in the framework is values alignment, which minimizes exposure to objectionable industries through restriction screening. The second approach is environmental, social and governance (ESG) integration. This approach proactively considers ESG criteria alongside financial criteria to identify opportunities and risks during the investment selection process. The third approach is thematic exposure, focused in terms of the sector or theme the client is trying to address. The fourth approach is impact investing in private enterprises whose business models are designed to create positive environmental and social outcomes.

Where we see value-add opportunities as a firm we will innovate and develop new strategies on behalf of our clients.

Ellis: How do you communicate with Morgan Stanley advisors about the investment strategies available to their clients through the Investing with Impact platform?

Scott Trager: The goal is to make it as simple as possible to integrate the platform into an advisor’s day-to-day activities. That said, you know that successful advisors have created effective practice management systems, and pivoting toward a new opportunity such as Investing with Impact may not always come easily. 

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