Morgan Stanley announces new Gender Diversity Tool Kit

By Tali Rackner

Norfolk, Va., Sept. 20 – Morgan Stanley’s Investing with Impact Platform introduced the Gender Diversity Tool Kit, a kit designed as a roadmap for Morgan Stanley financial advisers to use with individual and institutional clients to develop a tailored investment approach to integrate gender diversity criteria into their investment portfolios, according to a press release.

“As an investment opportunity, gender diversity is about identifying the ways in which achieving balance in representation, empowerment and economic opportunity is material for financial outcomes,” Lily Scott Trager, director of Investing with Impact for Morgan Stanley Wealth Management, said in the release.

The Morgan Stanley Gender Diversity Investment Framework offers multiple approaches that can be used individually or together: gender diversity as a screen, gender diversity leaders, gender lens investing, shareholder engagement and manager and strategy selection.

Whether investors are looking to alleviate long-term risks or potentially enhance returns by leveraging gender diversity, the tool kit aims to clarify the full range of approaches to integrating gender diversity criteria across asset classes within an investment portfolio, the release said.

The financial services company is based in New York City.

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