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ESG Investing for Nonprofit Organizations
You are invited to an exclusive educational event, featuring Jim Klocke: CEO of Massachusetts Nonprofit Network, and The Kelliher Corbett Group at Morgan Stanley. This interactive panel discussion will offer valuable insight into how tailored sustainable investment strategies can align portfolios with the mission of non-profit organizations.

• The spectrum of ESG (Environmental, Social and Governance) investing approaches
• The importance of continuously evaluating the alignment of your organization’s investments with its mission
• Latest performance metrics demonstrating how ESG portfolios seek to achieve market rate returns, while simultaneously creating positive social and environmental value
• How non-profits can examine their organization including human, financial and philanthropic capital for mission alignment

Featured Panelists:
• Jim Klocke: CEO - Massachusetts Nonprofit Network
• Stephen Kelliher: Managing Director & Jack Corbett: Senior Vice President - The Kelliher Corbett Group at Morgan Stanley
• Jamie Martin: Executive Director - Morgan Stanley Global Sustainable Finance Group

Contact KelliherCorbettGrp@morganstanley.com with questions/comments, or to arrange for a consultation of your organization’s retirement plan(s) and/or investment strategy.

Morgan Stanley Smith Barney LLC. Member SIPC CRC 3585925 05/2021

May 26, 2021 11:00 AM in Eastern Time (US and Canada)

Webinar is over, you cannot register now. If you have any questions, please contact Webinar host: Jeff Feccia.