Morgan Stanley · NYSE:MS
Morgan Stanley — Investor Presentation (February 2021)
15 slides from Morgan Stanley's investor presentation, Feb 12, 2021
Slide 1: Employee Stock & Option Analysis (ESOA)
Employee Stock & Option Analysis (ESOA)
Slide 2: What Types of Equity Plans Does Your Employer Offer?
What Types of Equity Plans Does Your Employer Offer? Your Compensation Package may Include an Equity Plan. These can take Various Forms. TYPES OF HOLDINGS There Are Various Types Of Equity Compensation That Your Employer Can Offer, Including … Nonqualified Incentive stock Restricted stock Performanc
Slide 3: Do You Understand Your Equity Compensation?
Do You Understand Your Equity Compensation? Different Risks, Vesting Rules and Tax Consequences Nonqualified stock options (NSQO) • Allow employees to buy company stock at a predetermined price, usually lower than future market prices, within a set timeframe • Potentially profit on spread between ex
Slide 4: Equity Compensation Can Have Complex Implications
Equity Compensation Can Have Complex Implications Employee Stock and Options can Offer Opportunities, but also a Significant Level of Risk and Complexity OPPORTUNITIES TO EARN MORE… Over the last 30 years, real wages have increased by about 1% a year on average1, while the stock market has historica
Slide 5: Key Benefits of ESOA
Key Benefits of ESOA The Morgan Stanley Employee Stock & Option Analysis (ESOA) Tool Empowers your Financial Advisor to help with Enhanced Advice related to appropriate strategies and their Tax, Cash Flow and Risk implications ESOA analysis helps you Efficiency through Better client outcomes answer
Slide 6: Integration With Your Goals
Integration With Your Goals A Complete View of Your Total Wealth that Includes your Equity Plan Your employee stock and options can be a significant part of the wealth you’ve built over time to help meet the goals that matter to you. Converting that wealth to enable your dreams is often complex, and
Slide 7: 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 8: The proprietary Value Score methodology
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 9: 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 10: Send Money with Zelle is available on the Morgan Stanley Mobile App
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 11: Morgan Stanley Wealth Management engages in a broad spectrum of activities
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 12: Hedge fund managers are able to decide which fund returns they report
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 13: Index, indicator and survey definitions
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 14: Life and long-term care insurance 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 15: Pledged-asset feature offered by Morgan Stanley Private Bank
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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