Morgan Stanley · NYSE:MS
Morgan Stanley — Investor Presentation (February 2021)
11 slides from Morgan Stanley's investor presentation, Feb 26, 2021
Slide 1: Wealth Management Perspectives
Wealth Management Perspectives
Slide 2: Philanthropy Management
Philanthropy Management Philanthropy Management supports individuals, families, corporate and private foundations, and non-profit organizations by offering a suite of services to help define and realize clients’ charitable missions Specialized Philanthropic Experience Integrating Resources to Help Y
Slide 3: Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. The sole purpose of this material is to inform, and it in no way is intended to be an ofer or solicitation to purchase or sell any security, other investment or ser
Slide 4: Value Score methodology disclosure
appropriate for all investors. The proprietary Value Score methodology considers an active investment strategies’ value proposition relative to its costs. From a historical quantitative study of several quantitative markers, Value Score measures perceived forward-looking beneft and computes (1) “fai
Slide 5: Consider Your Own Investment Needs
Consider Your Own Investment Needs: The model portfolios and strategies discussed in the material are formulated based on general client characteristics including risk tolerance . This material is not intended to be an analysis of whether particular investments or strategies are appropriate for you
Slide 6: Send Money with Zelle disclosure
Send Money with Zelle® is available on the Morgan Stanley Mobile App for iPhone and Android and on Morgan Stanley Online. Enrollment is required and dollar and frequency limits may apply. Domestic fund transfers must be made from an eligible account at Morgan Stanley Smith Barney LLC (Morgan Stanley
Slide 7: Conflicts of interest disclosure
Morgan Stanley Wealth Management engages in a broad spectrum of activities including fnancial advisory services, investment management activities, sponsoring and managing private investment funds, engaging in broker-dealer transactions and principal securities, commodities and foreign exchange trans
Slide 8: Hedge fund index biases
hedge fund managers are able to decide which fund returns they want to report and are able to opt out of reporting to the various databases . Certain hedge fund managers may choose only to report returns for funds with strong returns and opt out of reporting returns for weak performers. Other hedge
Slide 9: Index definitions and advisory program fees
For index, indicator and survey defnitions referenced in this report please visit the following: https://www.morganstanley.com/wealth-investmentsolutions/wmir-defnitions The Consulting Group Capital Markets Funds, Firm Discretionary UMA Model Portfolios, and other asset allocation or any other model
Slide 10: Insurance and MS GIFT disclosures
Since life and long-term care insurance are medically underwritten, you should not cancel your current policy until your new policy is in force. A change to your current policy may incur charges, fees and costs. A new policy will require a medical exam. Surrender charges may be imposed and the perio
Slide 11: Pledged-asset feature disclosure
Through the pledged-asset feature ofered by Morgan Stanley Private Bank, National Association, the applicant(s) or third party pledgor (collectively “Client”) may be able to pledge eligible securities in lieu of a full or partial cash down payment or in connection with a refnance mortgage loan. To b
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