Morgan Stanley
Computer systems, methods and user-interfaces for tracking an investor's unique set of social and environmental preferences

Abstract:

Computer-based systems and methods produce output graphics and displays for financial advisors following computational discovery, assessment and alignment of a client's (e.g., an investor's) holdings and accounts to the client's unique social and environmental impact preferences. The systems and methods of the present invention can (1) track a client's unique set of social and environmental impact preferences using a detailed taxonomy; (2) quantitatively assess the client's portfolio of investment holdings on the selected social and environmental impact preferences; (3) search for new investment opportunities that would better align with the client's preferences; and (4) benchmark the client's portfolio and new investment opportunities against comparable market indices and custom portfolio blends. The system uses an intuitive user-interface that allows the clients to specify the investor's social and environmental impact preferences, and that provides the benchmarking analysis and new investment opportunities.