Josh Schein

Senior Portfolio Manager, Morgan Stanley

Investments is a changed area. There are more meaningful things, there are more meaningful initiatives on proxies that you can get involved with and look at.

As President of Global Key Advisors, Josh Schein has put considerable thought into climate and energy as aspects of socially responsible investing and see possibilities for innovative approaches. Schein previously developed and ran the InsideTrack® portfolios at Morgan Stanley and predecessor Smith Barney from 1996 through 2014. The portfolios sought to quantitatively identify and track “smart” money while evolving to incorporate data scrubbing and synthesis for strategies utilizing nonconventional public information sources.  

Josh holds a B.A. summa cum laude from West Virginia University and a JD from the University of Washington School of Law where he published on the legality of proposed U.S. trade sanctions under GATT and helped to found the University of Washington Pacific Rim Law & Policy Journal.

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