Morgan Stanley
Wealth Management

Supporting Not-for-Profit Organisations

At Morgan Stanley, we have an experienced team of professionals that work together to help not-for-profit (NFP) organisations meet their investment and governance needs and maximise their ability to make a difference in the communities they serve. We’ve been entrusted to partner with more than 300 Australian NFPs across all sectors and we are dedicated to providing our NFP clients with financial advice, guidance and support that will help these clients fulfil their purpose.
Our Service

Our experienced team will work closely with you to understand your vision and mission and your current circumstances and needs. We draw on the power of our insights and networks to deliver tailored advice to support you in creating meaningful impact.

 

We recognise the importance of prudent management of NFP assets to ensure your organisation can deliver maximum long-term impact in your community. We also understand that NFPs are often seeking advice beyond the management of their assets and we have proven capability to support NFPs in a range of ways, whether that be access to insights and research or connections to experts within our extensive local network and our highly experienced US NFP business.

Experienced Support for Not-for-Profit Organisations

Investment Policy Statements

Successful management of capital and cashflows is crucial for NFPs.  This starts with a well-defined and clearly articulated investment policy statement lays the foundation for your overall governance structure and ensures fiduciaries fulfill their obligations. Our team has extensive experience working closely with clients to develop these vital documents.

 

Investment Management

We are able to construct investment portfolios specifically tailored to the needs of NFP organisations. Our models are built on robust strategic asset allocation and an intense focus on the efficient management of risk.

We are also able to cater for the full spectrum of sustainable investing approaches and construct client portfolios that deliver financial goals as well as positive social and environmental outcomes.

 

Financial Governance

We understand that NFP organisations are expected to adhere to the highest possible standards of probity. Professional management of an endowment ensures fiduciary duties are fulfilled and there is transparency and accountability regarding where funds are invested.

 

Specialist Network

NFP organisations are continually being challenged to strengthen their governance, streamline their operations and achieve measurable results. Our team is able to engage a broad network of specialists and resources to help you refine and implement your strategies. 

Get in touch

Talking to your Morgan Stanley Wealth Management Financial Adviser is the first step to developing a plan for your organisation.

Contact Us