Morgan Stanley reported the launch of the Jewish Values Tool Kit designed to facilitate meaningful conversations about the wellspring of values shared among families, boards and the Financial Advisors and Institutional Consultants who serve them.
According to a media release, the Jewish Values Tool Kit, a collaboration between Morgan Stanley’s Investing with Impact and Philanthropy Management groups, is designed to enable Morgan Stanley’s Financial Advisors to guide their clients in creating investment and strategic grant making portfolios that are consistent with their long-term financial goals and reflect a personalized vision of aligning with their Jewish values.
“The Jewish community has a rich history of philanthropic giving, and that tradition continues today,” said Melanie Schnoll Begun, Managing Director and Head of Philanthropy Management. “Members of the Jewish faith in America donate nearly $9 billion annually to charity. On average, Jews give more generously to charity than members of other faith traditions.”
“There is an appetite for more guidance around investing with Jewish values while pursuing long-term financial objectives, and we are thrilled to offer these resources to our clients and advisors,” said Lisa Shalett, Managing Director and Chief Investment Officer, Wealth Management.
Specifically, the Jewish Values Tool Kit includes a suite of tools and resources to inform and guide implementation decisions. “The resources explore the values that run deeply throughout the diverse, global community of Jews, and gives a history of Jewish faith-based philanthropy and investing. Further, we identify practical strategies for aligning investing dollars and philanthropic donations with Jewish values,” added Lily Trager, Executive Director and Director of Investing with Impact.
((Comments on this story may be sent to firstname.lastname@example.org))