Morgan Stanley Wealth Management launches tool kit for Catholic investors

By Lisa Kerner

Charlotte, N.C., Oct. 9 – Morgan Stanley Wealth Management’s Investing with Impact Platform is introducing the Catholic Values Investing Tool Kit.

It is a roadmap for Morgan Stanley financial advisers to use when selecting investments for a holistic portfolio consistent with financial objectives and guidelines put forward by the Catholic Church, according to a news release.

Launched in 2012, the company’s Investing with Impact Platform enables clients to align their investment decisions with personal values. The broader platform offers more than 130 investment products.

“We are pleased to provide our clients with strategies to pursue risk-adjusted financial returns in tandem with faith-based objectives,” said Hilary Irby, head of Morgan Stanley’s Investing with Impact Initiative. “There continues to be a growing range of investment choices and opportunities in the Catholic values space, across mutual funds, exchange-traded funds and separately managed accounts.”

Morgan Stanley is a New York City-based financial services firm.

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