Top portfolio products and changes introduced over the last week include a toolkit to integrate investing with climate change and fossil fuel impact goals from Morgan Stanley and an actively managed total return bond ETF from Guggenheim Investments.
In addition, Envestnet|Tamarac integrated with VEO and rolled out a system-integrated percentage ownership capability and Riskalyze introduced automated behavioral coaching tools for advisors.
Here are the latest developments of interest to advisors:
1) Morgan Stanley Adds Environmental Investing Toolkit
Morgan Stanley Wealth Management’s Investing with Impact platform rolled out the Climate Change and Fossil Fuel Aware Investing toolkit. It functions as a roadmap for Morgan Stanley financial advisors to use with individual and institutional clients to develop a tailored investment approach that incorporates climate change and fossil fuel awareness into their portfolios.
The Tool Kit includes a primer that explores the topic of climate change, with a focus on fossil fuels, and provides a framework for investors to understand the risks and opportunities involved in climate change and fossil fuel aware investing. It also provides various approaches to climate change and fossil fuel-aware investing and guidance on how to implement these approaches from a portfolio perspective.
2) Guggenheim Adds Total Return Bond ETF
Guggenheim Investments launched the Guggenheim Total Return Bond ETF (GTO), which combines an actively managed fixed-income strategy with the structure of an ETF. GTO invests primarily in investment-grade fixed-income securities across multiple sectors.