Morgan Stanley Survey Finds Investor Enthusiasm for Sustainable Investing at an All-Time High – CSRwire.com

NEW YORK, Oct. 04 /CSRwire/ – More than eight in ten U.S. individual investors now express interest in sustainable investing, while half take part in at least one sustainable investing activity, according to a new survey published by the Morgan Stanley Institute for Sustainable Investing. The third edition of the individual investor survey, Sustainable Signals, examines the attitudes, perceptions and behaviors of individual investors towards sustainable investing. Following two prior Sustainable Signals individual investor surveys, the findings show that interest and adoption of sustainable investing has grown steadily since 2015.

“These findings reaffirm that sustainable investing has entered the mainstream and is here to stay,” said Audrey Choi, Chief Sustainability Officer and Chief Marketing Officer at Morgan Stanley. “Increasingly, investors want to know what they own and want those holdings to reflect their values.”

Results from the survey reveals four central themes in the sustainable investing field:

“Morgan Stanley has been a pioneer in the impact investing space since we launched our Global Sustainable Finance Group over a decade ago, and have since witnessed the rising interest and adoption in the market over time,” said Matt Slovik, Head of the Global Sustainable Finance Group at Morgan Stanley. “We’ve responded to this market demand by creating innovative products, such as the Morgan Stanley Impact Quotient, to empower our clients to participate in ESG investing and are focused on improving industry capabilities for portfolio customization and impact measurement.”

The survey polled 800 U.S. Individual Investors with minimum investable assets of $100,000. The survey also included an oversample of 200 Millennials, aged 18-37. This survey builds on a previous Morgan Stanley survey conducted in 2017 titled, Sustainable Signals: New Data from the Individual Investor.

For more information, please see here.

About The Morgan Stanley Institute for Sustainable Investing

The Morgan Stanley Institute for Sustainable Investing builds scalable finance solutions that seek to deliver competitive financial returns while driving positive environmental and social impact. The Institute creates innovative financial products, thoughtful insights and capacity building programs that help maximize capital to create a more sustainable future. For more information about the Morgan Stanley Institute for Sustainable Investing, visit www.morganstanley.com/sustainableinvesting.

About Morgan Stanley

Morgan Stanley (NYSE: MS) is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm’s employees serve clients worldwide including corporations, governments, institutions and individuals. For more information about Morgan Stanley, please visit www.morganstanley.com.

About Morgan Stanley Wealth Management

Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.

Disclosures

This material was published on September 11, 2019 and has been prepared for informational purposes only and is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. This material was not prepared by the Morgan Stanley Research Department and is not a Research Report as defined under FINRA regulations. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. Morgan Stanley Smith Barney LLC and Morgan Stanley & Co. LLC (collectively, “Morgan Stanley”), Members SIPC, recommend that recipients should determine, in consultation with their own investment, legal, tax, regulatory and accounting advisors, the economic risks and merits, as well as the legal, tax, regulatory and accounting characteristics and consequences, of the transaction. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

This material contains forward-looking statements and there can be no guarantee that they will come to pass. Information contained herein is based on data from multiple sources and Morgan Stanley makes no representation as to the accuracy or completeness of data from sources outside of Morgan Stanley. References to third parties contained herein should not be considered a solicitation on behalf of or an endorsement of those entities by Morgan Stanley.

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.

Investing in the market entails the risk of principal loss as well as market volatility. The value of all types of securities may increase or decrease over varying periods.

Past performance is not a guarantee or indicative of future performance.

Investors should carefully consider the investment objectives and risks as well as charges and expenses of a mutual fund/exchange-traded fund before investing. To obtain a prospectus, contact your Financial Advisor or visit the fund company’s website. The prospectus contains this and other information about the mutual fund/exchange-traded fund. Read the prospectus carefully before investing.

Morgan Stanley, its affiliates and Morgan Stanley Financial Advisors do not provide tax, accounting or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving legal matters.

© 2019 Morgan Stanley & Co. LLC and Morgan Stanley Smith Barney LLC. Members SIPC. All rights reserved. CRC 2654273 09/2019

Media Relations Contacts: Mary Claire Delaney, 212-761-2427; Katherine Stueber, 212.761-1349

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The GEO Group Publishes First-Ever Human Rights and ESG Report – Business Wire

BOCA RATON, Fla.–(BUSINESS WIRE)–The GEO Group, Inc. (NYSE: GEO) (“GEO”) published today the company’s first-ever Human Rights and Environmental, Social & Governance (ESG) report.

The report builds on GEO’s Global Human Rights Policy, adopted in 2013, by providing disclosures on how GEO informs its employees of the company’s long-standing commitment to respecting human rights; the criteria GEO uses to assess human rights performance; and GEO’s contract compliance program, remedies to shortcomings in human rights performance, and independent verification of the company’s performance by third party organizations.

The 77-page publication also addresses criteria, based on recognized ESG reporting standards, related to the development of GEO’s employees; the company’s efforts to advance environmental sustainability in the construction and operation of its facilities; and GEO’s adherence to ethical governance practices.

In its first ESG report, GEO further highlights the continued expansion of the GEO Continuum of Care (CoC) program, which was first piloted by the company in 2015. This industry-leading program received the ‘Innovation in Corrections’ award from the American Correctional Association in 2018.

The CoC program integrates enhanced offender rehabilitation, including cognitive behavioral treatment, with post-release support services to address basic community needs of released individuals, including housing, transportation, food, clothing, and job placement assistance. As of 2019, the CoC program has been implemented at 18 state correctional facilities and two federal facilities managed by GEO. By the end of 2020, GEO expects to have implemented the CoC program at 23 GEO-managed facilities.

2018 GEO Continuum of Care program milestones

  • Completed more than 6.7 million hours of rehabilitation programming
  • Averaged approximately 13,000 daily participants in academic programs
  • Awarded 2,779 GEDs and high school equivalency degrees
  • Averaged more than 32,000 daily participants in vocational training programs
  • Awarded 9,131 vocational training certifications
  • Averaged approximately 18,000 daily participants in substance abuse treatment programs
  • Awarded 8,842 substance abuse treatment program completions

George C. Zoley, GEO’s Chairman, Chief Executive Officer and Founder, said: “For more than 30 years, GEO has been a trusted service provider to federal, state, and local government agencies in the United States. Our three-decade long journey has been driven by the daily pursuit of operational excellence across all our diversified service lines. We recognize that achieving excellence on a consistent basis requires frequent introspection and a commitment to taking steps to promote continuous improvement.

“The publication of our first-ever Human Rights and ESG report is another important step in our company’s commitment to continuous improvement. We recognize the interest from our stakeholders in learning more about our company, and we welcome the opportunity to engage constructively with them, as we further refine our Human Rights and ESG reporting in the future,” Zoley added.

A copy of GEO’s Human Rights and ESG report can be found at www.geogroup.com and www.wearegeo.com.

About The GEO Group

The GEO Group (NYSE: GEO) is the first fully integrated equity real estate investment trust specializing in the design, financing, development, and operation of secure facilities, processing centers, and community reentry centers in the United States, Australia, South Africa, and the United Kingdom. GEO is a leading provider of enhanced offender rehabilitation, post-release support, electronic monitoring, and community-based programs. GEO’s worldwide operations include the ownership and/or management of 133 facilities totaling approximately 97,000 beds, including projects under development, with a growing workforce of approximately 23,000 professionals.

Forward-Looking Statements

This press release and GEO’s Human Rights and ESG report contains certain forward-looking statements based on GEO’s management’s current assumptions and expectations, including statements regarding GEO’s goals, commitments, programs and other business plans, initiatives and objectives. These statements are typically accompanied by the words “expect,” “may,” “could,” “hope,” “believe,” “would,” “might,” “estimate,” “anticipate,” “plan,” “aspire” or similar words. All such statements are intended to enjoy the protection of the safe harbor for forward-looking statements provided by the Private Securities Litigation Reform Act of 1995, as amended. Although GEO believes there is a reasonable basis for the forward-looking statements made in the report, GEO’s actual future results, including the achievement of targets, goals or commitments, could differ materially from the projected results as the result of changes in circumstances, assumptions not being realized, or other risks, uncertainties and factors. Such risks, uncertainties and factors include the risk factors discussed in Item 1A of GEO’s most recent Annual Report on Form 10-K filed with the Securities and Exchange Commission (“SEC”) and GEO’s subsequent Quarterly Reports on Form 10-Q, as well as, with respect to GEO’s goals and commitments outlined in the report or elsewhere, the challenges, assumptions, risks, uncertainties and other factors identified in the report. You should consider the forward-looking statements in this press release and the report in conjunction with GEO’s Annual Report on Form 10-K and GEO’s subsequent Quarterly Reports on Form 10-Q and Current Reports on Form 8-K filed with the SEC. The forward-looking statements in the report are made as of the date of the report, unless otherwise indicated, and we undertake no obligation to update these forward-looking statements to reflect subsequent events or circumstances.

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Refinitiv Marks UN Climate Week with New Digital Finance Initiative & Sustainable Leadership Monitor at a Reception Hosting Members of the UN Secretary-General’s Task Force on Digital Financing of the Sustainable Development Goals – Business Wire

NEW YORK & LONDON–(BUSINESS WIRE)–Refinitiv today announced the first fruits of its strategic partnership with the United Nations Secretary-General’s Task Force on Digital Financing of the Sustainable Development Goals (the Task Force) – a Digital Governance of Infrastructure (DGI) initiative and the Sustainable Leadership Monitor (SLM) – at a reception hosting members of the UN Task Force, held at Refinitiv’s Times Square offices.

David Craig, CEO of Refinitiv, said: “Earlier this year, we made several pledges in support of the SDGs. We believe that the private sector has a key role to play in the achievement of the SDGs, and we are honoured to be a strategic partner to the Task Force to harness the power of data to bring about insight and drive informed decision making. Providing investors with access to trusted, holistic information about global infrastructure – including macroeconomics, projects, markets, financing, and geopolitical and operational risk data – is absolutely critical to achieving the SDGs.”

The objective of the DGI initiative is to improve the alignment of investments with the SDGs through the use of digital, end-to-end mapping and builds upon the work Refinitiv have done with BRI Connect in mapping global Infrastructure projects.

“Infrastructure investment is emerging as a critical policy focus for the public sector,” added Craig. “But data transparency remains a key obstacle to growth in private sector funding. Working with the G20 and other multilateral and public entities to pursue policies focused on boosting private sector investment is therefore fundamental to addressing the infrastructure funding gap.”

The world faces an infrastructure investment gap, with capital allocation at levels significantly lower than what is required. The Organization for Economic Cooperation and Development (OECD) estimates that meeting the SDGs will require ~$6.3T in annual investment immediately, increasing to ~$6.9T to meet the Paris Agreement goals.

To activate private investment the sector needs standardized, trusted and transparent data serving multiple use cases, at the degrees of granularity (and aggregation) needed to assess performance, returns and risk. Refinitiv can play a key role in framing and delivering this potential.

Dr. Simon Zadek, principal of Project Catalyst at the United Nations Development Programme and an expert advisor to the Task Force, commented: “Digitalization can be harnessed in support of financing the SDGs. The Task Force’s partnership with Refinitiv is already showing how fintech can direct investment to SDG-aligned companies, and provide digital governance of infrastructure investment globally.”

The second sustainability initiative announced is the Sustainable Leadership Monitor (“SLM”). The SLM measures and reports on sustainability leadership across a deep range of financial, environmental, social and governance (ESG) criteria. The SLM was developed in a partnership with the World Economic Forum (“WEF”), a Task Force partner, to use as a measurement framework with practical benchmarking capabilities powered by industry-leading ESG and financial data.

The SLM allows for companies to analyze the trajectory of their data versus that of their peers on more than 400 ESG measures. Companies can also receive timely updates, with ESG data updated weekly and financial analytical models updated daily. The tool also allows users to evaluate detailed company rankings with the ability to filter results by industry, country and market cap. They can also view the world map which illustrates the geographical distribution of companies chosen to be peer assessed, while accessing a universe of more than 7,000 companies with ESG data.

Debra Walton, Chief Revenue Officer at Refinitiv, said: “We have worked closely with the WEF and our partners to develop and bring this much needed benchmark to a wider audience. I am thrilled that we can now share this robust dataset and measurement tool with our clients so that they can visualize trends in specific ESG criteria against their peers and inform critical decisions that are both short-term, and long-term in nature. The SLM reflects Refinitiv’s commitment to enable our clients with specialized data and analytics tools that not only provide insight but also enable measurable action.”

Maha Eltobgy, Head of Investors and Infrastructure, Member of the Executive Committee, World Economic Forum, said: “The SLM is a comprehensive tool that draws information from a multitude of public sources to provide leaders with 400 data points on sustainability, governance, citizenship, and long-term financial performance. Through this effort, we are replacing simple belief in responsible business with insights about business impact driven by hard data.”

Refinitiv has been serving the financial industry with ESG data and solutions for over 15 years and offers one of the richest ESG databases in the industry – a fully transparent resource that is trusted by investors and corporates to drive positive impact and provide comprehensive analysis. As members of the UN Global Compact, Refinitiv is part of a community of 9,000+ businesses across 135 countries that are committed to operating with responsible business practices at its core.

Refinitiv is at the heart of an ecosystem of change-makers, empowering investors to shift towards sustainable finance initiatives and practices. We call it sustainable leadership.

To learn more about BRI Connect, please visit: https://www.refinitiv.com/en/belt-road-initiative-data-insight

To learn more about Sustainable Leadership, please visit: https://www.refinitiv.com/en/about-us/sustainable-leadership

To learn more about Refinitiv’s Sustainability Leadership Monitor, please visit: https://www.refinitiv.com/content/dam/marketing/en_us/documents/brochures/sustainable-leadership-monitor-brochure.pdf

To learn more about Refinitiv ESG offerings, please visit: https://www.refinitiv.com/en/financial-data/company-data/esg-research-data

About Refinitiv

Refinitiv is one of the world’s largest providers of financial markets data and infrastructure, serving over 40,000 institutions in over 190 countries. It provides leading data and insights, trading platforms, and open data and technology platforms that connect a thriving global financial markets community – driving performance in trading, investment, wealth management, regulatory compliance, market data management, enterprise risk and fighting financial crime. For more information visit: www.Refinitiv.com.

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MSCI August Quarterly Index Review Announcement Scheduled for August 07, 2019 – Business Wire

LONDON–(BUSINESS WIRE)–MSCI Inc. (NYSE:MSCI), a leading provider of research-based indexes and analytics, will announce the results of the August 2019 Quarterly Index Review for the MSCI Equity Indexes – including the MSCI Global Standard, MSCI Global Small Cap and MSCI Micro Cap Indexes, the MSCI Global Value and Growth Indexes, the MSCI Frontier Markets, and MSCI Frontier Markets Small Cap Indexes, the MSCI Frontier Emerging Markets Index, the MSCI Global Islamic and MSCI Global Islamic Small Cap Indexes, the MSCI Pan-Euro and MSCI Euro Indexes, the MSCI US Equity Indexes, the MSCI US REIT Index, the MSCI China A Onshore Indexes and the MSCI China All Shares Indexes. All changes will be made as of the close of August 27, 2019.

MSCI will post the list of additions to and deletions from the indexes for the August 2019 Quarterly Index Review on its web site, www.msci.com, shortly after 11:00 p.m. Central European Summer Time (CEST) on August 07, 2019.

A summary of the announcement will be made available shortly thereafter on Bloomberg page MSCN, and Reuters public page MSCIA.

Additionally, MSCI will make detailed rebalancing information available to clients beginning immediately after the summary announcement appears on Bloomberg and/or Reuters. Clients can access the subscriber section of each index at: www.msci.com/index-review-subscribers

For the MSCI US Equity Indexes and the MSCI US REIT Index, a summary of the announcement will be made available at www.msci.com.

For more information, please visit at www.msci.com.

-Ends-

About MSCI

MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 45 years of expertise in research, data and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios. We create industry-leading research-enhanced solutions that clients use to gain insight into and improve transparency across the investment process. To learn more, please visit www.msci.com.

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