Financial Advisor

Impact Investing's New Theme: Themes

While some form of sustainable, responsible and impact (SRI) investment appeals to many people—of roughly 1,000 high-net-worth investors polled last year by Morgan Stanley Wealth Management, 71 percent expressed interest in SRI—taking action can be challenging due to the plethora of options available, many of which have broad objectives. It’s an issue that has not escaped notice within the asset management industry, where a trend of theme-based customization is developing. Morgan Stanley Wealth Management and J.P. Morgan have launched platforms aimed at making the impact investment process simpler and more efficient for investors.

Syndicate content