The Matterhorn Group at Morgan Stanley
• Wealth management and investment planning
• Philanthropic planning
• The Parity Portfolio Strategy
The Parity Portfolio is a discretionary Portfolio Management gender lens investment strategy with a focus on ultra-high net worth individuals and institutional clients seeking financial returns and social impact.
Research (Catalyst, The Committee for Economic Development, Deloitte, McKinsey & Company, Ernst & Young, Columbia University, and Pepperdine University, among others) shows that companies with significant female representation on boards and in senior leadership have stronger financials (return to shareholders, return on assets, return on equity, profit margins) than those that lack gender diversity in leadership.
Research and analysis of companies in The Parity Portfolio include all three of the following:
a. Female representation on the board (including trends).
b. Company financials.
c. Company Governance and policies (transparency, controversial policies).
Our investment objective is to seek to provide total return through a combination of capital appreciation and current income and to seek to provide a social return through activism for gender parity in corporate America.
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