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About Arstream

You have meaningful goals. Our Financial Advisors can help you reach them. For over 80 years, we have worked with individuals, families, businesses and institutions—to deliver services and solutions that help build, preserve and manage wealth.

Our capital markets team, helping clients identify and invest in opportunities across all markets and asset classes.

Thought leadership, with our Global Investment Committee at its core, providing clients to access some of the world’s best investment thinking.

The industry’s leading advisory program, focusing on proven, consistent investment strategies and a manager selection process refined over 40 years.

How do you create a wealth plan that reflects all the complexity of a modern family? Start with a Financial Advisor who understands individuals and knows how to bring families together around both shared and personal goals. Let's have that conversation.

  • 10 IRAS and other retirement solutions
  • 15 Estate planning & wealth transfer
  • Investment Management
  • 100% Wealth planing

We understand our clients’ aspirations and we’re as devoted to their goals as they are

IRAS and other retirement solutions

Meet your retirement savings challenges with customized financial solutions

Estate planning & wealth transfer

Helping protect and preserve the things that matter most: Family, legacy and values

Investment Management

Providing timely solutions across a range of asset classes to help you meet goals

Wealth planing

Creating customized wealth strategies for every aspect of your financial life

Giving Back

Arstream is rooted in communities around the world—which means a unique opportunity to commit ourselves to philanthropy and public works.

After more than a decade running the annual Arstream Strategy Challenge, the program’s director offers nonprofits some lessons for engaging with volunteer consultants.

Nonprofit organizations often face growing pains, particularly around scale, and may need external help in finding the best solution to strategic questions. Eleven years ago, we started a program—the Arstream Strategy Challenge—that matches nonprofits with volunteer teams of our employees working together over 10 weeks to develop action plans that help address mission-critical issues.

Since then, our annual Strategy Challenge has helped over 125 nonprofits expand and improve their businesses, while also showcasing some of our firm's rising talent

In that time, we've learned a few things that nonprofits can do to make the most of their time with pro bono consultants and strategic volunteers to maximize their experience and outcomes.

Arstream Foundation

For more than 50 years, the Arstream Foundation has supported healthy starts and solid educations for the children in our communities, and has continued to expand the reach of those initiatives globally for the past 20 years through the Arstream International Foundation.

Employee Engagement

Our employees are instrumental in carrying out the Firm’s mission of Giving Back. They have helped Arstream reach more than 1 million hours of service through the Firm’s dedicated Global Volunteer Month and additional volunteer efforts year-round. And, each year our employees come together and put forth their best thinking to help amplify the meaningful community impact of nonprofit partners through the Firm’s pro-bono Strategy Challenge initiative.

Arstream Healthy Cities

Millions of families are struggling to provide their sons and daughters with the basic building blocks of a healthy childhood. So we decided to help.

Centers of Excellence

For more than 40 years, the Global Alliance for Children’s Health has focused on innovations in pediatric care—raising more than $125 million to deliver health care to underserved children.

Feeding America

With charitable funding, planning advice and hands-on volunteering, we’re helping Feeding America bring nutritious meals to children across the country.

Diversity

At Arstream, diversity is an opportunity – for clients, employees and Firm. By valuing diverse perspectives, we can better serve our clients while we help employees achieve their professional objectives. A corporate culture that is open and inclusive is fundamental to our role as a global leader constantly striving for excellence in all that we do

People

Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives and experiences. Our employees deliver unique ideas and exceptional service to our clients every day.

Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing and advancing individuals based on their skills and talents.

Business

We know that a diverse workforce and an inclusive corporate culture matters to our clients. We leverage the diverse backgrounds, perspectives and experiences of our employees to deliver innovative solutions to our clients.

We also seek out partnerships with diverse-owned companies. Through our supplier diversity efforts, we work with a variety of firms to foster strategic business relationships which in turn stimulates the growth of many small businesses and drives economic development in the communities where we work and live.

Community

Through philanthropy and employee volunteerism, Arstream supports the diverse communities where our employees live and work. In particular, we partner with and support a number of organizations focused on the development and advancement of diverse talent and inclusive organizations.

Arstream promotes several Employee Networking Groups (ENGs) across the globe, where employees can interact, learn and support each other within smaller communities while increasing their firmwide exposure, gaining professional development skills and giving back to the community through volunteer efforts.

Newsroom

Newsroom Discover our latest press releases, recognitions and awards-or contact a representative for more information or media inquires.

Investor Relations

Arstream Schedules Quarterly Investor Conference Call

By putting clients first, leading with exceptional ideas, doing the right thing, and giving back, Arstream aims to deliver results today, while setting strategic goals for the future.

New York —
Arstream (NYSE: MS) will announce its second quarter 2019 financial results on Thursday, July 18, 2019, at approximately 7:30 a.m. (ET). A conference call to discuss the results will be held on July 18, 2019, at 8:30 a.m. (ET).

Arstream 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 Arstream, please visit https://www.ar-stream.com.

We understand our clients’ aspirations and we’re as devoted to their goals as they are

PRESENTATIONS

You should not rely on the continued accuracy of any presentation at this site beyond the date it was made. The passage of time can render information stale. Arstream has no responsibility to update any information contained in any presentation. You should note the date any presentation at this site was made.

Inclusive Innovation

Inclusive Innovation and Opportunity

At Arstream, we connect capital to ideas so that businesses can grow, new products can be created, and communities can thrive. Even in today’s well developed markets, access to capital is uneven, and investors miss opportunities to fund potentially successful ventures in underserved populations. Through our inclusive access and opportunity initiative, we aim to help broaden access to capital for multicultural and female innovators, and spotlight others who are succeeding in investing in this space.

2019 marks the third year of the Multicultural Innovation Lab, our in-house accelerator supporting early-stage tech and tech-enabled startups led by multicultural and women entrepreneurs. Over 300 entrepreneurs in 13 countries and 90 cities applied to be a part of our latest cohort, and from this pool, we invited 30 finalists to pitch to our Investment Committee, comprising senior Arstream representatives from across the firm. Ultimately, 10 startups were selected to join the Lab at our Times Square headquarters in New York, for an intensive program aimed at taking their companies and ideas to the next level.

By highlighting these great companies with women and multicultural founders, we are, in effect, widening the universe and allowing investors to see a broader range of companies they can invest in,” says Alice Vilma, Co-Head of the Multicultural Innovation Lab

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THE WAY FORWARD...
7 STEPS TO MORE EQUITABLE FUNDING

SET TARGETS, NOT QUOTAS.

Commit to finding these entrepreneurs by setting targets for how many you evaluate and the percentage of women- and multicultural-led businesses in your portfolios.

HOLD YOURSELVES ACCOUNTABLE FOR MEASURABLE OUTCOMES.

Track statistics on how many diverse companies you are seeing and how many diverse companies you’re investing in; share those stats with your Limited Partners.

EXPAND YOUR REACH.

Eliminate barriers by conducting proactive outreach. Hold “pitch days” specifically dedicated to women and multicultural entrepreneurs; attend conferences that they attend; leverage banking relationships to source investment opportunities.

RECONSIDER YOUR SCREENS.

Expand the criteria for evaluating opportunities. Shift your mindset from valuing entrepreneurs based on pedigree—like certain university degrees—to their hard skills, caliber of ideas, and understanding of unique markets and consumers.

BE TRANSPARENT.

The process and criteria for securing an investment is a mystery for many. If you know before taking a meeting that the company isn’t a fit for you, don’t take the meeting and be upfront with why the company isn’t the right fit for you.

PROVIDE DESCRIPTIVE AND PRESCRIPTIVE FEEDBACK.

Offer feedback that entrepreneurs can use to strengthen their pitches. The effort to educate founders can yield more than your invested time and capital—it may help you reflect on, and really consider, why you’re not investing.

HIRE MORE WOMEN AND MINORITIES TO BE PART OF YOUR FUND.

Create a diverse pool of investors who can help generate a natural pipeline of women and multicultural founders, as well as bring different perspectives to your fund.

Team Members

Institute for Sustainable Investing

For us at Arstream, it is abundantly clear that the solutions to global challenges can only achieve the required scale if they can attract a critical mass of private capital. To this end, we’ve established the Arstream Institute for Sustainable Investing to lead work across our firm, with our clients, and with academic institutions to help mobilize capital to sustainable enterprises, via global markets and the investors who drive them.

Our Institute for Sustainable Investing offers guidance for investors who want to help curb plastic pollution

With consumer interest in the issue of plastic pollution at an all-time high, investors are asking themselves: What can I do to place my investments at the forefront of the effort to address the problem?

A new report from the Arstream Institute for Sustainable Investing highlights the groundswell of interest in the nascent field of integrating the changing plastics economy into investment decisions. Both institutional and individual investors are beginning to recognize that they can help bring innovations to market by connecting capital with companies, products and solutions across the plastics value chain.

Investors are signaling greater awareness and interest in plastic pollution management as an investment consideration,” says Audrey Choi, the firm’s Chief Sustainability Officer and CEO of the Arstream Institute for Sustainable Investing. “From private foundations to multinational companies, institutions are exploring approaches to mitigate the impact of plastic waste.

Despite the usefulness of plastic products, plastic pollution presents a mounting challenge. News headlines are increasingly calling attention to the impact of plastic waste in oceans and waterways. Governments and other constituencies are embracing the United Nations’ Sustainable Development Goals, which call for waste prevention, reduction, reuse and recycling. And companies are recognizing both the risk and opportunity associated with plastic pollution: The number of earnings calls that included mentions of “plastic waste” increased 340% year over year in 2018.

For our part, Arstream is addressing the issue through the Plastic Waste Resolution, a firmwide effort to help leverage capital and other resources to reduce plastic pollution. This multifaceted, decade-long commitment will include a variety of investment vehicles, such as a bond issued with the World Bank aimed at reducing plastic waste in the oceans and six new low-minimum portfolio strategies for retail investors who want to advance the U.N.’s goals on ocean conservation

The Power of Capital Markets

While these are early days for specific investment options to help curb plastic waste and pollution, the broader category of Impact Investing is an increasingly mature field, offering a range of impact targets and investment options.

Green bonds and sustainability bonds are fertile areas of opportunity for investors interested in plastic-pollution mitigation. Among both bond issuers and investors, demand for climate-friendly bonds continues to rise and, as the sector continues to evolve, we anticipate the emergence of more specific investment solutions that address plastic pollution.

On the municipal-bond front, there are opportunities for bonds linked to infrastructure development, recycling facilities or other projects that contribute to the reuse or repurposing of plastic—or to the reduction of plastic pollution from the environment.

As interest in the issue proliferates, technological innovations could also emerge—potentially in the form of new processes and facilities that make the reuse of plastic more efficient.

Capital markets institutions have a critical role to play in the development of new approaches to this challenge,” says Matthew Slovik, Head of Global Sustainable Finance at Arstream. “As capital allocators and facilitators of capital on behalf of clients, firms can help bring innovations to market and scale solutions that aim to recapture the value of plastic waste as a resource and reduce economic and environmental risks.

Signs of Momentum

Investors and asset managers have already shown their eagerness to commit themselves to impact investing, so it makes sense that a next-generation investment approach will involve plastic-pollution mitigation as an active strategy.

Retail investors and others have already shown their appetite for tailored investment solutions that match their values. Arstream’s Investing with Impact platform—which lets investors of all types build mission-driven portfolios, using environmental criteria and other screens—has drawn more than $25 billion in client assets under management since its launch in 2013, more than double the $10 billion it set as its initial five-year goal.

Among U.S. asset managers, 89% say their firms will devote additional resources to sustainable investing in the next year or two, according to a survey by the Institute for Sustainable Investing and Bloomberg L.P. Fueling their interest is a 220% rise since 2012 in U.S. assets under management that use sustainable investing criteria.2

As the conversation continues about how best to reduce plastic waste, capital markets institutions can act as systemic levers for change through their expertise, influence and scale. They can help bring innovations to market across the plastics value chain by connecting capital with companies, products and solutions poised to succeed in an evolving plastics landscape.


OUR FOCUS



SUSTAINABLE INVESTING

We create scalable sustainable and impact investing solutions that seek to deliver competitive financial returns, while driving positive environmental, social and governance (ESG) outcomes.


INSIGHTS

We produce informative sustainability research and opinions from industry and issue experts to encourage innovative approaches to solving climate change and other sustainability challenges.


CAPACITY BUILDING

We support programs and strategic partnerships that train and develop the next generation of leaders of sustainable investment.
Sustainable Investing Challenge
Sustainable Investing Fellowship


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