Morgan Stanley · NYSE:MS
Morgan Stanley — Investor Presentation (June 2021)
18 slides from Morgan Stanley's investor presentation, June 2021
Slide 1: Wealth Management Perspectives
Wealth Management Perspectives
Slide 2: Insurance Solutions: Our Insurance Solutions Offering
Insurance Solutions Our Insurance Solutions Offering • Identified through a thorough selection process, Morgan Stanley’s insurance general agent partners are chosen based on their knowledge, integrity and proven Many ultra high net worth families track record. have tax planning, wealth transfer • Ou
Slide 3: Insurance Solutions
Insurance Solutions • How much life insurance do I need, and what will it cost? • Can my children afford to pay estate taxes without having to sell our art collection? • If something happened to my business partner, could I afford to buy her shares from her estate? • How does my estate pay taxes on
Slide 4: 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 5: Manager due diligence and Value Score methodology
manager due diligence process are equally important factors for investors when considering managers for use through an investment advisory program. Factors including, but not limited to, manager turnover and changes to investment process can partially or fully negate a positive Adverse Active Alpha
Slide 6: Conflicts of interest and manager evaluation
Management or its afliates receive compensation from, or otherwise related to, those investment managers or mutual funds. For example, a Financial Advisor may suggest that GIMA evaluates an investment manager or fund in which a portion of his or her clients’ assets are already invested. While such a
Slide 7: Alternative strategies and liquidity risks
other hand, mutual funds typically must meet daily client redemptions. This difering liquidity profle can have a material impact on the investment returns generated by a mutual fund or ETF pursuing an alternative investing strategy compared with a traditional hedge fund pursuing the same strategy. N
Slide 8: TIPS and ESG investing disclosures
Treasuries in times of low infation. There is no guarantee that investors will receive par if TIPS are sold prior to maturity. The returns on a portfolio consisting primarily of environmental, social, and governance-aware investments (“ESG”) may be lower or higher than a portfolio that is more diver
Slide 9: Hedge fund index biases
It should be noted that the majority of hedge fund indexes are comprised of hedge fund manager returns. This is in contrast to traditional indexes, which are comprised of individual securities in the various market segments they represent and ofer complete transparency as to membership and construct
Slide 10: Digital assets risk disclosures
- Certain Digital Assets are not intended to function as currencies but are intended to have other use cases. These other Digital Assets may be subject to some or all of the risks and considerations set forth herein, as well as additional risks applicable to such Digital Assets. Buyers, sellers and
Slide 11: Digital asset volatility and regulation
Assets versus the USD has in the past dropped more than 50% in a single day. Other Digital Assets may be afected by such volatility as well. - Digital Asset exchanges have limited operating and performance histories and are not regulated with the same controls or customer protections available to mo
Slide 12: ERISA and Internal Revenue Code disclosures
Employee Retirement Income Security Act of 1974 (ERISA) or the Internal Revenue Code of 1986, and any information in this report is not intended to be considered investment advice or a recommendation for either ERISA or Internal Revenue Code purposes and that (unless otherwise provided in a written
Slide 13: 529 Plan disclosures
consider when investing in a 529 Plan, they are important to an account owner’s investment return and should be taken into account when selecting a 529 plan. Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is the manager of the Morgan Stanley National Advisory 529 Plan and is responsible for its
Slide 14: Hypothetical results disclosures
in nature, do not refect actual investment results, and are not guarantees of future results. Hypothetical investment results have inherent limitations. - There are frequently large diferences between hypothetical and actual results. - Hypothetical results do not represent actual results and are gen
Slide 15: Lending products disclosures
The lending products described are separate and distinct, and are not connected in any way. The ability to qualify for one product is not connected to an individual’s eligibility for another. Liquidity Access Line (“LAL”) is a securities based loan/line of credit product, the lender of which is eith
Slide 16: Interest-only and adjustable rate mortgage disclosures
total interest payable by the borrower during the interest-only period will be greater than the total interest that a borrower would be obligated to pay on a traditional loan of the same interest rate having principal-and-interest payments. In making comparisons between an interest-only loan and a t
Slide 17: CashPlus Account and card disclosures
American Express may share information about your Card Account with Morgan Stanley in support of Morgan Stanley programs and services. For information as to how Morgan Stanley will use your Card Account data please visit http://www.morganstanley.com/wealth/investmentsolutions/pdfs/adv/mssb_privacyno
Slide 18: Mobile deposit and Zelle disclosures
Mobile check deposits are subject to certain terms and conditions. Checks must be drawn on a U.S. Bank. Send Money with Zelle® is available on the Morgan Stanley Mobile App for iPhone and Android. Enrollment is required and dollar and frequency limits may apply. Domestic fund transfers must be made