Morgan Stanley Wealth Management Launches Racial Equity Investing Tool Kit to Help Clients Integrate Diversity Criteria Within an Investment Portfolio - Seite 2

The Morgan Stanley Investing with Impact Platform has a strong track record of helping clients align their investments with their environmental and social goals. Launched in 2012, Investing with Impact today represents more than $60 billion in client assets under management across 15 internally-managed Impact Investing Models and 160+ third-party separately managed accounts, mutual funds, ETFs, alternatives and accounts with custom mandates dedicated to sustainable and impact investing including $12 Billion in women- and minority-owned investment products. To visit the website, go to www.morganstanley.com/impactinvesting.

The Racial Equity Investing Tool Kit is the seventh in a series of thematic Took Kits. Other Tool Kits include Catholic Values, Jewish Values, Gender Diversity, Mission Align 360⁰, Climate Change and Fossil Fuel Aware Investing and Sustainable Retirement. For more information about Morgan Stanley’s Racial Equity Tool Kit, please visit https://www.morganstanley.com/articles/racial-equity-investing-guide.

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 41 countries, the Firms employees serve clients worldwide including corporations, governments, institutions and individuals. For more information about Morgan Stanley, please visit www.morganstanley.com.

We have prepared this document and the output from the MSIQ tool solely for informational purposes. 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. This material and the MSIQ tool do not provide individually tailored investment advice. Information derived from MSIQ has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed therein may not be appropriate 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. This material is not an offer to buy or sell any security or to participate in any trading strategy. The mention of any specific security or company herein is for illustrative purposed only and does not constitute a recommendation. Asset allocation does not guarantee a profit or protect against a loss.