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Morgan Stanley’s New Offering Targets Advisors of Jewish Clients

The wirehouse’s latest impact investing and charitable giving efforts will focus on Jewish values.

As the Jewish community celebrates the holidays of Shemini Atzeret and Simchat Torah this week, Morgan Stanley announced a new offering for advisors with Jewish clients: a Jewish Values Tool Kit, aimed at helping advisors integrate Jewish values into investing strategies and charitable giving efforts.

The tool, a collaboration between the wirehouse’s Investing with Impact and Philanthropy Management groups, will guide advisors through implementation decisions. It will provide education around Jewish values, as well as a history of Jewish faith-based philanthropy and investing. It will also provide practical strategies for investing and giving with these values in mind.

On the investing side, this may mean restriction screening; using environmental, social and governance factors; thematic exposure; impact investing; and shareholder engagement. The tool also draws upon the firm’s Mission Align 360, an eight-step process aimed at helping nonprofits, endowments and foundations align mission across all sources of capital.

The firm recently held a series of Jewish Values Consortiums in New York, Los Angeles and South Florida to help with the Tool Kit’s development.

The firm offers similar Tool Kits for its advisors around other investing themes, including Catholic values investing, gender diversity, and climate change and fossil fuel awareness.

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