Racial Equity Investing: Your Portfolio Guide – Morgan Stanley

Written by Amanda

Racial Equity Investing: Your Portfolio Guide  Morgan Stanley

1Race influences professional investors’ financial judgments,” Proceedings of the National Academy of Sciences (PNAS), August 27, 2019.

2  “Diversifying Investments: A Study of Ownership Diversity and Performance in the Asset Management Industry,” January 28, 2019, Knight Foundation

3  “Diversity wins: How inclusion matters,” by Sundiatu Dixon-Fyle, Kevin Dolan, Vivian Hunt, and Sara Prince, McKinsey & Co., May 19, 2020

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Investment returns will fluctuate so that an investor’s shares when redeemed may be worth more or less than original cost. Investors should carefully consider the investment objectives and risks as well as charges and expenses.

The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

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Source: morganstanley.com

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Hi there, I am Amanda and I work as an editor at impactinvesting.ai;  if you are interested in my services, please reach me at amanda.impactinvesting.ai

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