The returns on a portfolio consisting primarily of Environmental, Social and Governance (ESG) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. From our origins as a small Wall Street partnership to becoming a global firm of more than 80,000 employees today, Morgan Stanley has been committed to clients and communities for 87 years. Information contained herein is based on data from multiple sources and Morgan Stanley makes no representation as to the accuracy or completeness of data from sources outside of Morgan Stanley. Invest in sectors, but choose companies with the best quantitative and qualitative disclosure and management practices. Stay abreast of the latest trends and developments. All rights reserved. Each client should always consult his/her personal tax and/or legal advisor for information concerning his/her individual situation and to learn about any potential tax or other implications that may result from acting on a particular recommendation. Please note that there is currently no standard definition of green bond. We provide comprehensive workplace financial solutions for organizations and their employees, combining personalized advice with modern technology. Actual events may differ from those assumed and changes to any assumptions may have a material impact on any projections or estimates. Without adaptation, estimates show that agricultural profits for common crops could fall 30% by 2070, thanks to climate change.7. Bonds are also subject to reinvestment risk, which is the risk that principal and/or interest payments from a given investment may be reinvested at a lower interest rate. The terms, conditions, and privacy policy of any third party web site may be different from those applicable to your use of any Morgan Stanley web site. Initiatives like the TCFD have helped focus companies climate change reporting to provide investors with more decision-useful information. The value of all types of investments may increase or decrease over varying time periods. Investing in the market entails the risk of market volatility. This report does not constitute an offer to sell or the solicitation of an offer to buy any securities in the PRC. We offer scalable investment products, foster innovative solutions and provide actionable insights across sustainability issues. 2019 Morgan Stanley & Co. LLC and Morgan Stanley Smith Barney LLC. We value our commitment to diverse perspectives and a culture of inclusion across the firm. The strategies and/or investments discussed in this material may not be appropriate for all investors. OpenAI's chatbot, ChatGPT, had gained . Our board of directors and senior executives hold the belief that capital can and should benefit all of society. "This effort represents a collaboration across Morgan Stanley Institute for Sustainable Investing, Investment Management, and Wealth Management to drive innovation in the climate investing space . This material is disseminated in Australia to retail clients within the meaning of the Australian Corporations Act by Morgan Stanley Wealth Management Australia Pty Ltd (A.B.N. %PDF-1.5 % The information and data provided by any third party web site or publication is as of the date of the article when it was written and is subject to change without notice. Morgan Stanley Wealth Management is not acting as a municipal advisor to any municipal entity or obligated person within the meaning of Section 15B of the Securities Exchange Act (the Municipal Advisor Rule) and the opinions or views contained herein are not intended to be, and do not constitute, advice within the meaning of the Municipal Advisor Rule. This material, or any portion thereof, may not be reprinted, sold or redistributed without the written consent of Morgan Stanley Smith Barney LLC. Get the latest insights, analyses and market trends in our newsletter, podcasts and videos. Risk: Customers may shun a company that is involved in an environmental or public relations crisis. Kyra was only at Morgan Stanley two years and was still an analyst. With regard to the environment, a number of companies have made sustainability pledges, such as achieving carbon neutrality by a certain date, relying more on alternative energy or cutting usage through efficiency. This material has been prepared for informational purposes only and is not an offer to buy or sell or a solicitation of any offer to buy or sell any security/instrument, or to participate in any trading strategy. As someone who spends time understanding the influence of climate change on investors portfolios, as well as the emerging opportunities to help create a lower carbon economy, I believe that the most important thing is to take action. Morgan Stanley is not responsible for the information contained on any third party web site or your use of or inability to use such site, nor do we guarantee its accuracy or completeness. This information is not intended to, and should not, form a primary basis for any investment decisions that you may make. Another option is an automated investment platform that includes climate solutions to account for some of these environmental risks and opportunities. "In other words . Accordingly, there can be no assurance that estimated returns or projections will be realized or that actual returns or performance results will not materially differ from those estimated herein. 5 Sustainable Investing Trends for Companies and Investors, 7 Investment Ideas That Could Drive Markets in 2023, Yes, You Can Be a Tech Innovator at Morgan Stanley, Head of Investing with Impact, Wealth Management, according to the National Oceanic and Atmospheric Administration. Morgan Stanley Wealth Management is not acting as a fiduciary under either the Employee Retirement Income Security Act of 1974, as amended or under section 4975 of the Internal Revenue Code of 1986 as amended in providing this material except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol. We have global expertise in market analysis and in advisory and capital-raising services for corporations, institutions and governments. The appropriateness of a particular investment or strategy will depend on an investors individual circumstances and objectives. Bonds are also subject to reinvestment risk, which is the risk that principal and/or interest payments from a given investment may be reinvested at a lower interest rate. Morgan Stanley Wealth Management is involved in many businesses that may relate to companies, securities or instruments mentioned in this material. We provide comprehensive workplace financial solutions for organizations and their employees, combining personalized advice with modern technology. The author(s) (if any authors are noted) principally responsible for the preparation of this material receive compensation based upon various factors, including quality and accuracy of their work, firm revenues (including trading and capital markets revenues), client feedback and competitive factors. This material was not prepared by the Morgan Stanley Research Department and is not a Research Report as defined under FINRA regulations. Morgan Stanley is rolling out an advanced chatbot powered by OpenAI's latest technology to help the bank's army of financial advisors, CNBC has learned.. From our startup lab to our cutting-edge research, we broaden access to capital for diverse entrepreneurs and spotlight their success. This material is not an offer to buy or sell any security or to participate in any trading strategy. MSIM said it would also tie some of the 1GT investment team's compensation to the emissions performance of underlying investments. Attribution science makes clear that global temperature rise leads to an increase in the frequency and intensity of extreme weather. Diversification does not guarantee a profit or protect against loss in a declining financial market. Information contained therein has been obtained from MSCI ESG Research, Equileap, ISS-ESG, Fossil Free Indexes, the United Nations and Morgan Stanley. By investing in companies from a best-in-class environmental, social and governance perspective, investors may be able to eliminate the worst offenders and position their portfolio in companies with high standards of sustainable corporate practices across various industries. July 27, 2020. From volatility and geopolitics to economic trends and investment outlooks, stay informed on the key developments shaping today's markets. Hover between tiles to select its parent row for more options. Morgan Stanley Wealth Management is involved in many businesses that may relate to companies, securities or instruments mentioned in this material. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The securities/instruments discussed in this material may not be appropriate for all investors. Morgan Stanley leadership is dedicated to conducting first-class business in a first-class way. Climate Change as an Investment Megatrend | Morgan Stanley Institute for Sustainable Investing Dec 18, 2019 Climate Change as an Investment Megatrend Investors, regulators and companies are establishing new standards in their commitment to mitigate climate change risks through the capital markets. Examples include: - address multiple environmental themes focused on climate change mitigation and adaptation as well as, - seek to advance key environmental United Nations Sustainable Development Goals, such as Affordable and Clean Energy, Industry Innovation and Infrastructure, and Climate Action, or. The securities/instruments discussed in this material may not be appropriate for all investors. Underpinning all that we do are five core values. Our board of directors and senior executives hold the belief that capital can and should benefit all of society. The returns on a portfolio consisting primarily of Environmental, Social and Governance (ESG) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. This is the risk that the issuer might be unable to make interest and/or principal payments on a timely basis. 2 https://oceanservice.noaa.gov/facts/sealevel.html /, 3 https://www.newsweek.com/these-five-cities-are-vulnerable-rising-seas-including-miami-new-york-1486575, 5 https://www.irena.org/publications/2021/Jun/Renewable-Power-Costs-in-2020, 6https://www.iea.org/news/renewable-electricity-growth-is-accelerating-faster-than-ever-worldwide-supporting-the-emergence-of-the-new-global-energy-economy, 7 https://www.nature.com/articles/s41467-020-18725-w, 8 https://mssbcie.ms.com/ri/#/reportDetail?page=reportdetails&lookup=db0f53a6-51ea-11ec-8f40-b2fe5d9c6937&previousPage=Search%20Results&previousUrl=%2Fsearch;lookup%3Dgreen%2520bond~sort%3Drelevance~pageIndex%3D1. Meet one of our Financial Advisors and see how we can help you. Nor do we guarantee their accuracy and completeness. Risk: Physical damage to buildings, supplies and equipment as a result of flooding or other extreme weather events can be costly. Its important for investors to develop a broad understanding to help inform their investment decisions., As of 2019, 78% of U.S. individual investors surveyed by Morgan Stanleys Institute for Sustainable Investing said they were interested in addressing climate change through their investments.2 Of the group polled, 85% said they were interested in sustainable investing at large, a 14 percentage-point increase from 2015.3 With $30 trillion in global assets now incorporating sustainability criteria, investors growing focus on this issue is noteworthy.4, "While demand for sustainable investing is on the rise, global financial regulators are increasingly treating climate change as a systemic financial risk," Schapiro said. That information would contain material information not contained herein and to which prospective participants are referred. They typically have high management, performance and placement fees which can lower the returns achieved by investors. Developing countries may offer investment opportunities in new construction and infrastructure projects that are built to hold up under extreme weather events. This material has been prepared for informational purposes only and 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. This material should not be viewed as advice or recommendations with respect to asset allocation or any particular investment. Meet one of our Financial Advisors and see how we can help you. April 15, 2021 by Jennifer Nastu. Our firm's commitment to sustainability informs our operations, governance, risk management, diversity efforts, philanthropy and research. For information on characteristics of the bond, use of proceeds, a description of applicable project(s), and/or any other relevant information about the bond, please reference the offering documents for the bond. 0 Past performance is not necessarily a guide to future performance. We have prepared this solely for informational purposes. Risks of Private Real Estate include: illiquidity; a long-term investment horizon with a limited or nonexistent secondary market; lack of transparency; volatility (risk of loss); and leverage. Morgan Stanley is differentiated by the caliber of our diverse team. These investments typically have higher fees than traditional investments. 2023Morgan Stanley. Underpinning all that we do are five core values. Bonds may also be subject to call risk, which is the risk that the issuer will redeem the debt at its option, fully or partially, before the scheduled maturity date. This report will be distributed only upon request of a specific recipient. Morgan Stanley Wealth Management recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a Financial Advisor. https://www.epa.gov/climate-indicators/climate-change-indicators-sea-level. By investing in companies from a best-in-class environmental, social and governance perspective, investors may be able to eliminate the worst offenders and position their portfolio in companies with high standards of sustainable corporate practices across various industries. Boeing Co said on Friday it had signed a contract with the U.S. army and international customers, including Australia, to build 184 AH-64E Apache attack helicopters. Risk: Companies that stick with processes and products that are seen as environmentally dirty can miss out on new opportunities for growth. The appropriateness of a particular investment or strategy will depend on an investors individual circumstances and objectives. Our Multi-Asset Approach to Impact Investment The Morgan Stanley Global Balanced Sustainable Strategy aims to allocate 5% to 30% to impact investment opportunities according to the definition above. We value our commitment to diverse perspectives and a culture of inclusion across the firm. This material is disseminated in Australia to retail clients within the meaning of the Australian Corporations Act by Morgan Stanley Wealth Management Australia Pty Ltd (A.B.N. As someone who creates investment portfolios that aim to have positive social and environmental impact, Ive seen that investors can play a role in bringing about change, and that can include managing for factors related to transitioning to a low carbon economy to mitigate and adapt to the worst effects of climate change. Investors can evaluate their portfolio across 100+ environmental and social issues such as Energy Efficiency, Renewable & Cleaner Energy, and Environmental Leaders in Traditional Energy, as well as those with sustainable corporate practices such as Carbon Emissions Reporting. We have prepared this solely for informational purposes. See how you can make meaningful contributions as a student or recent graduate at Morgan Stanley. Investors should carefully review and consider potential risks before investing. Third-party data providers make no warranties or representations of any kind relating to the accuracy, completeness, or timeliness of the data they provide and shall not have liability for any damages of any kind relating to such data. Morgan Stanley Climate Change and Fossil Fuel-Aware Investment Framework Morgan Stanley Wealth Management is committed to helping our clients construct portfolios that align their mission, values and impact objectives . The global presence that Morgan Stanley maintains is key to our clients' success, giving us keen insight across regions and markets, and allowing us to make a difference around the world. 6548 0 obj <>stream This material should not be viewed as advice or recommendations with respect to asset allocation or any particular investment. 5 Sustainable Investing Trends for Companies and Investors, 7 Investment Ideas That Could Drive Markets in 2023, Yes, You Can Be a Tech Innovator at Morgan Stanley. Any such offer would be made only after a prospective investor had completed its own independent investigation of the securities, instruments or transactions, and received all information it required to make its own investment decision, including, where applicable, a review of any offering circular or memorandum describing such security or instrument. The tax decisions you make today can help you save for years to come. Without limiting any of the statements contained herein, Morgan Stanley makes no representation or warranty as to whether this bond constitutes a green bond or conforms to investor expectations or objectives for investing in green bonds. You should not definitively rely upon it or use it to form the definitive basis for any decision, contract, commitment or action whatsoever, with respect to any proposed transaction or otherwise. Elise Garcia, left and Pat Daly, right, share a moment during the kick-off of the Climate Solutions Funds initiative at Morgan Stanley headquarters in New York City in June 2018. Hear their stories and learn about how they are redefining the terms of success. endstream endobj startxref Morgan Stanley Wealth Management recommends that investors independently evaluate specific investments and strategies, and encourages investors to seek the advice of a Financial Advisor. Reuters, the news and media division of Thomson Reuters, is the worlds largest multimedia news provider, reaching billions of people worldwide every day. References to third parties contained herein should not be considered a solicitation on behalf of or an endorsement of those entities by Morgan Stanley. Carbon capture and storage, which Morgan Stanley says is the only viable option for reducing emissions from coal-fired plants, is another key area and would need almost $2.5 trillion of investment. We live that commitment through long-lasting partnerships, community-based delivery and engaging our best assetMorgan Stanley employees. As a global financial services firm, Morgan Stanley is committed to technological innovation. By working closely with stakeholders in the business and investment communities, TCFD has developed tools and resources that are helping raise the bar on corporate climate disclosure.. Everything we do at Morgan Stanley is guided by our five core values: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. Information contained in the material is based on data from multiple sources and Morgan Stanley makes no representation as to the accuracy or completeness of data from sources outside of Morgan Stanley. Certain assumptions may have been made for modeling purposes only to simplify the presentation and/or calculation of any projections or estimates, and Morgan Stanley Wealth Management does not represent that any such assumptions will reflect actual future events. You should not definitively rely upon it or use it to form the definitive basis for any decision, contract, commitment or action whatsoever, with respect to any proposed transaction or otherwise. They typically have high management, performance and placement fees which can lower the returns achieved by investors. Estimates of future performance are based on assumptions that may not be realized. Browse an unrivalled portfolio of real-time and historical market data and insights from worldwide sources and experts. %%EOF Risk:A shortage of drinking water or food can affect companies in parts of the world prone to droughts, heat waves or pollution. Morgan Stanley leadership is dedicated to conducting first-class business in a first-class way. References to third parties contained herein should not be considered a solicitation on behalf of or an endorsement of those entities by Morgan Stanley. References to third parties contained herein should not be considered a solicitation on behalf of or an endorsement of those entities by Morgan Stanley. The mention of any specific security or company herein is for illustrative purposed only and does not constitute a recommendation. Everything we do at Morgan Stanley is guided by our five core values: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. Risk: Customers may shun a company that is involved in an environmental or public relations crisis. The firm said Wednesday that the acronym, short for environmental, social and corporate governance, is "likely to dominate financial markets during the 2020s" due to societal trends driving change. , community-based delivery and engaging our best assetMorgan Stanley employees tax decisions you make today can help you underpinning that... Tcfd have helped focus companies climate change reporting to provide investors with more decision-useful information to climate change.7 # ;! An investors individual circumstances and objectives of persons who receive it or recent graduate Morgan... 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