Morgan Stanley has launched its new sustainable investing analytics and reporting application, Morgan Stanley Impact Quotient(IQ). The solution allows for social and environmental objectives’ integration into client investments. It also allows for the consideration of sustainability and impact goals.
“Morgan Stanley remains at the forefront of sustainable investing, offering innovative opportunities for our clients that further integrate sustainability into investment decisions”, said Tom Nides, Vice Chairman of Morgan Stanley. “Morgan Stanley Impact Quotient is a differentiated approach to sustainability analytics and reporting, and will be a powerful tool for our clients.”
The company states that the new application is expected to deliver customised portfolio reporting, comprehensive framework for the identification and prioritization of impact preferences. The platform will equip the financial advisors with suggestions for investment solutions.
“Sustainable investing broadly, including our Investing with Impact Platform, is a key focus for us,” said Lisa Shalett, Chief Investment Officer, Morgan Stanley Wealth Management. “Increasingly, our clients and Financial Advisors are looking for data-driven insights to inform their investment decisions. The platform will be an important part of this effort given the customized analytics that allow clients to better understand what they own and to measure how well their current and future investment selections align with their own personal or institutional values.”
Morgan Stanley Impact Quotient can analyze and report alignment with and exposure to clients’ unique sustainability and impact preferences, as well as the United Nations Sustainable Development Goals (SDGs), at the portfolio, investment strategy and security levels.