MALVERN, Pa. — Curious about investing money in socially aware and environmentally conscious companies? Thomas Paluszynski, vice president at Morgan Stanley, will discuss sustainable investment options with the general public and Penn State Great Valley MBA and finance students on Wednesday, April 5.
Investing in companies and funds that support positive social and environmental change while delivering financial gain — known as impact investments — has captured the interest of some investors.
“Capital creates change,” said Paluszynski. “This kind of investment allows individuals to meet retirement and educational savings goals while changing the world for the better.”
As a well-known global services firm, Morgan Stanley offers a cutting-edge impact investment platform with over 100 sustainable products including mutual and exchange-traded funds. Paluszynski will discuss the how platform works and examine the industries covered; financial goals and objectives; market trends; and asset allocation. He also will explore case studies to demonstrate how these investments can work for individuals, institutions, universities and non-profit foundations.
As a financial advisor, Paluszynski serves clients in the greater Philadelphia area and educates them about socially responsible investment choices. Prior to working at Morgan Stanley, he spent 21 years in a regional institutional sales position helping insurance companies, banks, credit unions and asset managers administer their investment portfolios. He has also acted as a board member for the Junior Achievement of New Jersey for over 15 years. An avid volunteer, he has worked with Home Cook Heroes, Philabundance, and Aid for Friends.
Paluszynski will be joined by Kelly Coyne, vice president of advisory sales at Pax World Management LLC and Pax Ellevate Management LLC. Coyne is responsible for sales and marketing initiatives related to the organization’s Women’s Index Fund. She will discuss investments concerning climate change and gender diversity.
The event will be held in the Main Building from 6 p.m. to 7:30 p.m. Admission to the event is free, but advance registration is required through EventBrite.