The seasons changing are always a good time to reflect. Happy Fall! - Laura
10 Climate Change Facts That Everyone Should Know
GLOBALGIVING.ORG
10 Climate Change Facts That Everyone Should Know
Climate change is now an economic reality. Here’s how companies are responding to investor demand for positive change on environmental issues.
MORGANSTANLEY.COM
On Climate, Investors Seek Positive Change | Morgan Stanley
Do you know how quickly media streaming services have grown in the last two years? Head of Media Research, Ben Swinburne, breaks it down.
MORGANSTANLEY.COM
The Changing Media Landscape | Morgan Stanley Minute
Tips For Investors: “Prepare for new market leadership.” This means that in this new recessionary market cycle with rising inflation, we expect a shift from the mega-cap growth stocks towards more value-oriented cyclicals to be new market leaders. Is your portfolio prepared? Are you reducing risk exposure and taking advantage of growth opportunities? I can help. Contact me at laura.russell-jones@morganstanley.com at 415-984-6060
Full Report: https://www.morganstanley.com/ideas/leadership-shift-coming?subscribed=true&dis=em_2020917_wm_5ideasarticle&et_mid=177365&et_mkid=
Excited to attend the NAWBO 2020 National Conference to support women business owners. Such powerful speakers and very inspiring!
"Four million privately held businesses stand to change hands over the next two decades. Three quarters of those owners do not have an exit plan." Find out how Morgan Stanley can support small businesses from Liz Dennis, Head of Strategic Client Management.
MORGANSTANLEY.COM
Monetizing Your Small Business | Morgan Stanley Minute
“Generally there’s a pretty big gap between how parents approach the money conversation and how teenagers are ready to absorb the money conversation,” says Daniel DiBiasio, Managing Director, Wealth Management. Learn how to bridge the gap.
MORGANSTANLEY.COM
Talking to Teens About Money | Morgan Stanley Minute
Despite the many challenges we face combating climate change, the opportunity to invest in a more resilient and positive future while meeting your financial goals does exist. Learn more.
MORGANSTANLEY.COM
On Climate, Investors Seek Positive Change | Morgan Stanley
Attention Women & Multicultural Entrepreneurs - this is a GREAT opportunity!
Morgan Stanley's Multicultural Innovation Lab is an intensive 5-month accelerator designed to help build and scale startups, culminating in a showcase presenting each company to the investor community.
Now Accepting Applications for the Winter 2021 Cohort - Deadline: Nov 30, 2020
MORGANSTANLEY.COM
Encouraging Diversity in the Startup World | Morgan Stanley
As part of my Investing With Impact Educational Webinar Series, I’d like to invite you to an upcoming event in GENDER DIVERSITY (Nov 10).
INVESTING FOR PURPOSE AND PERFORMANCE
Did you know you can take your passion for a particular cause and weave them into your investments and make a powerful difference?
GENDER DIVERSITY INVESTING
Tue, Nov 10, 2020
12:00pm - 1:00pm PST
Guest Speakers: Jenifer Cannon, Vice President, Business Development and Emily Lee, Vice President, Business Development, Impax Asset Management / Pax World Funds
One issue at the forefront of national conversation today is gender equality in the workplace - think pay equality, sexual harassment and the lack of women in leadership positions. Join us in a discussion about ways in which you, as an investor, can strategically deploy your assets to have a positive impact on this important issue.
RSVP: Contact laura.russell-jones@morganstanley.com for Zoom Meeting ID.
The financial implications of Climate Change...
Did you know that in 2019, the US was impacted by 14 separate billion-dollar disasters including 3 major inland floods, 8 severe storms, 2 tropical cyclones (Dorian and Imelda) and in California, 1 wildfire event. This meant $45.0 billion in damages in 2019 alone. The number and cost of disasters are increasing over time. Climate change is playing a role in the increasing frequency of extreme weather that had lead to billion-dollar disasters - notably the rise in vulnerability to drought, lengthening wildfire seasons in the Western states and the potential for extremely heavy rainfall in the Eastern states. Definitely something to consider.
To learn more, contact me at laura.russell-jones@morganstanley.com or 415-984-6060.
CLIMATE.GOV
2010-2019: A landmark decade of U.S. billion-dollar weather and climate disasters | NOAA Climate.gov
Good news! Not only can you make money though sustainability, social justice and ESG, but another benefit is that you may also be able to reduce your risk exposure. However, to do this correctly, when getting started in socially responsible investing, its important to select the right financial advisor and investment screening. As an "Investing in Impact" Director, you're in good hands with me as I can guide you through your portfolio selection for the maximum benefit. Contact me at laura.russell-jones@morganstanley.com or 415-984-6060.
FORBES.COM
Making Money Through Sustainability, Social Justice And ESG Investing
Interesting!
CA.FINANCE.YAHOO.COM
Morgan Stanley Continues Commitment to Sustainable Investing with Social Bond to Support Affordable Housing
Don't call it a fad! ESG investing that considers a company's environmental, social and governance factors are here to stay! Sustainable funds see record inflows that's not about to stop.
To learn more, contact me at laura.russell-jones@morganstanley.com
CNBC.COM
Don’t call it a fad. Ethical investing is here to stay
Do you want to involve your family in charitable giving? Donor advised funds give you the flexibility and time to involve family members in your strategic giving, so you can share the causes that are important to both you and your loved ones.
MORGANSTANLEY.COM
Donor Advised Funds: Giving to Charity | Morgan Stanley
YOU ARE INVITED to join a Webinar on Investing With Impact - CLIMATE CHANGE, Wed, Nov 18, 2020, 12:00pm - 1:00pm PST
Despite increasing discussion about the role of fossil fuels in an investment portfolio, many investors remain unsure of the impact of greenhouse gases and
climate change on their investments. Navigating steps to generate financial return, while also benefiting the environment can be daunting. Join us in a discussion
to learn about a range of investable approaches available to investors related to climate change.
Guest Speaker: Andrew Olig, Vice President, Senior Investment Specialist, Calvert
RSVP: Contact Laura Russell-Jones at laura.russell-jones@morganstanley.com for the Zoom meeting ID.
My birthday coincides with Veteran's Day (Nov 11). During my birthday getaway in Yountville in Napa's wine country, I came across this beautiful Veteran's memorial during my morning walk and was touched at the appropriateness.
To my father who served in the Army, my step-father in the Navy and my grandfather who served in the Air Force, and everyone else in our military, I salute your service to our country. Love, Laura
Integrating gender-related criteria into your portfolio is getting easier, as investment options proliferate. Learn how gender-themed investing can avoid equality laggards, seek out leaders and invest in companies whose products improve the lives of women.
MORGANSTANLEY.COM
Addressing Gender Equality in Impact Investing | Morgan Stanley
Is GENDER DIVERSITY important to you? Join today's webinar discussion on GENDER DIVERSITY INVESTING on Tues, Nov 10 at 12:00pm - 1:00pm PST to learn about ways in which you, as an investor, can strategically deploy your assets to have a positive impact on this important issue.
Guest Speakers: Jenifer Cannon, Vice President, Business Development and Emily Lee, Vice President, Business Development, Impax Asset Management / Pax World Funds
RSVP: Contact laura.russell-jones@morganstanley.com for Zoom Meeting ID.
Did you know that 90% of women have one or more risk factors for developing heart disease? Join me in raising awareness by knowing the facts. #GoRedforWomen
GOREDFORWOMEN.ORG
Facts
Have you talked to your parents about retirement and their financial future? The ultimate goal of this retirement conversation is to determine whether your parents have enough assets to sustain a comfortable lifestyle. This can be a challenging, especially if there are concerns about senior living, long term care, and medical costs.
NYTIMES.COM
Dear Mom and Dad: Are Your Finances Ready for Retirement?
Did you know that transportation accounts for 1/3 of the nation's greenhouse gases each year? That could be a mighty task for the Secretary of Transportation as he pledges to make climate policy a priority of the agency.
If you are interested in learning more about how to incorporate climate change in your investments, contact me at 415-984-6060 or laura.russell-jones@morganstanley.com
NYTIMES.COM
Buttigieg’s Climate Promises: What Could He Actually Do?
Big corporates beware! Better start disclosing your climate initiatives fast!
The CEO of Blackrock (a powerful investor controlling nearly $9 trillion) is pushing companies to issue more detailed climate disclosures that will be compatible with a net-zero economy and help reduce greenhouse emissions by 2050. If not, he can dump the shares of companies owned by the firm's actively managed funds. He added, "the more your firms are seen to embrace the climate transition and the opportunities it brings, the more the market will reward your firms with higher valuations."
If you would like more transparency in your portfolio and see what companies you're investing in, contact me at 415-984-6060 or laura.russell-jones@morganstanley.com
NYTIMES.COM
BlackRock Chief Pushes a Big New Climate Goal for the Corporate World
In honor of Black History Month, join me in exploring the virtual exhibits and digital resources from the National Museum of African American History and Culture in Washington, DC.
While we may be sheltered from home or unable to travel, you can check out this amazing exhibit from the comfort of your home.
NMAAHC.SI.EDU
National Museum of African American History and Culture
As a woman advisor, it's important that my women clients feel confident about their investments and financial future. I focus on education and financial literacy. I want them to understand what investment strategy we are implementing and why. The result: Taking charge of their financial future and feeling empowered.
If you are a woman investor that needs professional financial guidance and want an advisor that will listen, be thoughtful and strategic, then contact me at 415-984-6060 or laura.russell-jones@morganstanley.com
KIPLINGER.COM
Financial Planning and Investing: Women Closing the Confidence Gap | Kiplinger
