In assessing this award, this year’s judges said that Morgan Stanley Investment Management’s AlphaPort came across as a strong, comprehensive, in‑house sustainability platform with clear firm‑wide take‑up.
The tool was developed internally by Morgan Stanley Investment Management (MSIM) to embed sustainability considerations and insights into investment decision-making, portfolio construction and risk management. According to MSIM, it is now being used by more than 250 investment professionals across the division spanning equities, fixed income, multi-asset, and risk teams.
AlphaPort is integrated within MSIM’s investment process. Its intuitive analytics enable users to analyse benchmarks, strategies, or custom portfolios, supported by visualisations such as heat maps and exposure dashboards across more than 500,000 data points.
Beyond its analytical capabilities, MSIM says AlphaPort has a critical role in advancing sustainability integration by replacing fragmented tools with a standardised, scalable solution. By making such sophisticated analytical tools accessible and actionable, it aims to enhance investor capabilities and support stewardship and engagement activities.
The judges also singled out the tool’s multi-source, module design and its use of the Partnership for Carbon Accounting Financials (PCAF) framework. But what stood out for the judges was its focus on forward‑looking climate, biodiversity and transition analytics, going beyond headline ESG scores and supporting more practical investment and risk decisions.