Business
Morgan Stanley Investment Management Launches Online Education Centers Dedicated to Investment Tax Management and Investing in Alternatives
NEW YORK, September 15, 2025--Morgan Stanley Investment Management (MSIM) today announced the debut of the Tax Forward Investing Center and the Alternatives Investing Center. These education platforms will provide enhanced resources focused on two critical areas of asset management and will better position advisors to enhance client outcomes and provide meaningful investment guidance. Built for financial advisors, the Tax Forward and Alternatives Investing Centers will include continuing educati
About this update from Morgan Stanley
[{"type":"text","content":"The Tax Forward Investing Center and the Alternatives Investing Center offer continuing education to financial advisors focused on two investment areas critical to investors","length":173,"tagName":"p"},{"type":"text","content":"NEW YORK, September 15, 2025--(BUSINESS WIRE)--Morgan Stanley Investment Management (MSIM) today announced the debut of the Tax Forward Investing Center and the Alternatives Investing Center. These education platforms will provide enhanced resources focused on two critical areas of asset management and will better position advisors to enhance client outcomes and provide meaningful investment guidance. Built for financial advisors, the Tax Forward and Alternatives Investing Centers will include continuing education courses, featured insights, short learning videos, access to tools and more.","length":596,"tagName":"p"},{"type":"text","content":""Our commitment to advisor education has been a driving force and cornerstone of our business for decades," said Rui de Figueiredo, Ph. D., Global Head of Investment and Client Solutions and CIO of the Solutions and Multi Asset Group for MSIM. "The Tax Forward and Alternatives Investing Centers showcase the depth of knowledge available across our business and distill key facts, techniques and methods for understanding these two complex investment areas so that advisors can address sophisticated client needs."","length":534,"tagName":"p"},{"type":"text","content":"The Tax Forward Investing Center is the first of its kind, providing in-depth education about investment tax management as well as various methods and potential solutions that help advisors identify their clients’ complex tax situations and maximize after-tax outcomes across their portfolios. Based on more than 65 years of industry-leading innovation, the coursework uses modern learning techniques to teach advisors how to apply the core principles of tax management in specific scenarios like tax deferral, vehicle selection, charitable giving and concentrated wealth. The launch of the Center follows MSIM’s introduction of the Tax Optimized Portfolio Solutions (TOPS) tool, which leverages the expertise and experience of its Wealth Strategies Group to optimize a broad suite of tax management solutions to meet individual client needs and drive personalized outcomes.","length":874,"tagName":...