Articles from Morgan Stanley

Morgan Stanley at Work announced a series of technology enhancements that continue to deliver automation and intuitive user experiences across its range of workplace benefits platforms—including equity compensation, retirement and executive services, as well as savings and giving programs.

Andy Saperstein, Co-President of Morgan Stanley, will speak at the BofA Securities 2025 Financial Services Conference on February 11, 2025 at 9:40 a.m. (ET).

Morgan Stanley (NYSEMS) today announced its fourth quarter and full year 2024 financial results. The financial results are now available on the Firm’s Investor Relations website at www.morganstanley.com/about-us-ir/earnings-releases and will be available on a Form 8-K filed with the Securities and Exchange Commission (SEC) on January 16, 2025, and available on the SEC’s website at www.sec.gov.

Morgan Stanley has announced the appointment of 173 Managing Directors. The new Managing Directors are:

Most institutional investors expect assets in sustainable funds to grow in the next two years, according to a new “Sustainable Signals” report by the Morgan Stanley Institute for Sustainable Investing. The survey, which polled more than 900 institutional investors across North America, Europe and Asia Pacific in July and August 2024, assesses attitudes of asset owners and asset managers toward sustainable investing, as well as emerging trends in the space.

Morgan Stanley Wealth Management today released a comprehensive report identifying essential focus areas and recommended steps for family offices to target growth more effectively.

In seventh paragraph, third sentence of release dated October 28, 2024, insert "207" between "MMI’s" and "member."

Morgan Stanley today declared a regular dividend on the outstanding shares of each of the following preferred stock issues:

Investment funds managed by Morgan Stanley Private Equity Secondaries, through a vehicle managed by RunTide Capital, announced today the completion of an equity financing to consummate the combination between ATSG and Evolve IP.

Morgan Stanley (NYSEMS) today announced that Chief Executive Officer Edward (Ted) Pick was elected by the Board of Directors to the additional position of Chairman, effective January 1, 2025.

Morgan Stanley (NYSEMS) has scheduled conference calls to discuss its fourth quarter and full-year 2024, first quarter, second quarter and third quarter 2025 financial results on the following dates:

Morgan Stanley today announced results of its 2024 Retirement Plan Survey, providing insight into shifting 401(k) plan sponsor attitudes and tactics amid a constantly evolving financial landscape.

Morgan Stanley (NYSEMS) today announced that Datos Insights, a global advisory firm providing mission-critical insights on technology, regulations, strategy, and operations to the Financial Services industry, has recognized Morgan Stanley’s Portfolio Risk Platform as a winner of the 2024 Digital Wealth Management Impact Innovation award for Advisor Enablement.

Morgan Stanley (NYSEMS) today announced its third quarter 2024 financial results. The financial results are available on the Firm’s Investor Relations website at http://www.morganstanley.com/about-us-ir and on a Form 8-K filed with the Securities and Exchange Commission (SEC) on October 16, 2024, and available on the SEC’s website at www.sec.gov.

Morgan Stanley (NYSEMS) today announced the 2024 global cohort of the Inclusive Ventures Lab, with 25 companies selected from the Americas and Europe, the Middle East and Africa (EMEA). Over the next five months, the companies will participate in an in-house accelerator program designed to further develop and scale technology and technology-enabled startups in the seed to Series A funding round stage.

Morgan Stanley today declared a regular dividend on the outstanding shares of each of the following preferred stock issues:

Dan Simkowitz, Co-President of Morgan Stanley, will speak at the Barclays Global Financial Services Conference on September 10, 2024 at 11:15 a.m. (ET).

Morgan Stanley at Work today announced the launch of a pre-login digital website experience for benefits participants, with a focus on benefits education. ​With 85% of employees and 96% of HR leaders agreeing their companies should do a better job helping employees make the most of their benefits,1 the new website is designed to help improve accessibility, foster clarity, and reduce friction in understanding and navigating the full scope of resources employers provide.

Morgan Stanley Wealth Management today announced results from its quarterly individual investor pulse survey:

Morgan Stanley (NYSEMS) today reported net revenues of $15.0 billion for the second quarter ended June 30, 2024 compared with $13.5 billion a year ago. Net income applicable to Morgan Stanley was $3.1 billion, or $1.82 per diluted share,1 compared with net income of $2.2 billion, or $1.24 per diluted share,1 for the same period a year ago.

Morgan Stanley (NYSEMS) announced that it will increase its quarterly common stock dividend to $0.925 per share from the current $0.85 per share, beginning with the common stock dividend expected to be declared by the Firm’s Board of Directors in the third quarter of 2024.

Morgan Stanley at Work today announced takeaways from its annual Thrive conference and Voice of the Participant survey, which together demonstrate increasing demand for and adoption of workplace financial benefits among both companies and their employees. Findings show equity plans in particular continue to gain popularity as a strategic method to attract, retain and motivate top talent.

Morgan Stanley at Work today released results from its fourth annual State of the Workplace Financial Benefits Study, which demonstrate that employees once again voted retirement planning support and financial guidance top of their list for most-wanted financial benefits. Results indicate that amid an uncertain economic climate, employees are reducing plan contributions, yet at the same time seeking financial guidance from workplace resources. The ability for employers to meet employee needs and expectations around retirement support prevails as a key factor in talent attraction and retention.

Morgan Stanley (NYSEMS) has scheduled conference calls to discuss its second quarter, third quarter and fourth quarter and full-year 2024 financial results on the following dates:

Morgan Stanley at Work today issued results from its fourth annual State of the Workplace Financial Benefits Study, showing that equity compensation continues to grow in demand among both employees and HR leaders alike, and at both public and private companies. While employers cite equity as the top driver of employee engagement and retention, opportunities remain to help employees better understand the financial opportunities available to them through equity ownership.

Morgan Stanley at Work today issued new data from its fourth annual State of the Workplace Financial Benefits Study. Findings underscore the strategic importance of workplace financial benefits in driving financial outcomes for both companies and employees amid a shifting economic backdrop:

Ted Pick, Chief Executive Officer of Morgan Stanley, will speak at the Morgan Stanley Annual U.S. Financials, Payments & Commercial Real Estate Conference on June 10, 2024, at 12:00 p.m. (ET).

Morgan Stanley Wealth Management today announced the season two launches of its award-winning podcasts:1

Corporates worldwide see sustainability primarily as a value creation opportunity according to a new “Sustainable Signals” report by the Morgan Stanley Institute for Sustainable Investing. The survey polled over 300 private and public companies across North America, Europe and APAC to understand how sustainability factors into their businesses and where their organizations see the greatest opportunities and challenges.

Morgan Stanley today declared a regular dividend on the outstanding shares of each of the following preferred stock issues:

Morgan Stanley Wealth Management today named 11 outstanding professionals as part of its partnership with MAKERS – an initiative dedicated to celebrating the stories of leaders who are drivers and champions of women’s achievements.

Graystone Consulting, a business of Morgan Stanley (NYSEMS), announced today that it was named by Coalition Greenwich, a leading global provider of strategic benchmarking, analytics, and insights to the financial services industry, as one of three consulting firms to receive the 2023 Greenwich Quality Leader* designation in Overall U.S. Investment Consulting among large consultants. This is Graystone’s third consecutive year as a recipient of this distinction.

The Morgan Stanley Institute for Sustainable Investing and Kellogg School of Management at Northwestern University today announced that the Resilient Waters Fund team was named the winner of the 14th annual Kellogg-Morgan Stanley Sustainable Investing Challenge. The global competition inspires graduate students to address critical social and environmental issues through innovative financial vehicles. The winning team was one of 12 finalists selected from a competitive field, which included 84 teams comprised of 290 students from 44 countries.

Morgan Stanley (NYSEMS) today reported net revenues of $15.1 billion for the first quarter ended March 31, 2024 compared with $14.5 billion a year ago. Net income applicable to Morgan Stanley was $3.4 billion, or $2.02 per diluted share,1 compared with net income of $3.0 billion, or $1.70 per diluted share,1 for the same period a year ago.

Morgan Stanley today announced a $20 million commitment over the next five years to its Alliance for Children’s Mental Health (“Alliance”), bringing the initiative’s total funding to $50 million since its launch in 2020. The Alliance will strengthen its work delivering programming and research, advancing transformative solutions through the Innovation Awards, and driving more impact for kids of all ages.

Morgan Stanley (NYSEMS) announced today that it has won three 2024 Celent Model Awards recognizing the Firm’s innovative use of technology. The awards include a Model Wealth Manager Award for its AI @ Morgan Stanley Assistant in the Essential and Emerging Technologies category, a Model Wealth Manager Award for its Fractional Share program in the Personalization category, and a Model Risk Manager Award for its Portfolio Risk Platform in the Data and Analytics category.

Morgan Stanley today announced the third cohort of winners of its Alliance for Children’s Mental Health Innovation Awards, an initiative that aims to fund and advance transformative mental healthcare solutions for children and young adults across the U.S.

Morgan Stanley Wealth Management announced today the launch of its Private Markets Transaction Desk, a concierge service that empowers eligible shareholders and investors to buy and sell eligible private company shares in the secondary market. The offering is part of Morgan Stanley’s broader Private Markets ecosystem that provides a unique suite of solutions for companies, employees and investors to serve a diversity of client needs.

Dan Simkowitz, Co-President of Morgan Stanley, will speak at the Annual Morgan Stanley European Financials Conference which will be held in London, UK on Wednesday, March 13, 2024 at 11:00 a.m. GMT (7:00 a.m. ET).

Morgan Stanley today declared a regular dividend on the outstanding shares of each of the following preferred stock issues:

Morgan Stanley (NYSEMS) today is hosting its largest global Demo Day, with 23 participating companies from North America and Europe, the Middle East and Africa (EMEA). Cohort companies will pitch over 300 investors, as well as potential business partners and customers.

Jed Finn, Head of Wealth Management at Morgan Stanley, will speak at the Bank of America Financial Services Conference on Thursday, February 22, 2024 at 9:40 a.m. (ET).

Individual investor interest in sustainable investing is high and rising, according to a new “Sustainable Signals” report by the Morgan Stanley Institute for Sustainable Investing and Morgan Stanley Wealth Management. The survey polled 2,820 active individual investors across the U.S., Europe and Japan to assess interest in sustainability and understand where investors see the most opportunity and potential risk.

Morgan Stanley (NYSEMS) will announce its first quarter 2024 financial results on Tuesday, April 16, 2024, at approximately 7:30 a.m. (ET). A conference call to discuss the results will be held on April 16, 2024, at 9:30 a.m. (ET).

Morgan Stanley (NYSEMS) today reported net revenues of $12.9 billion for the fourth quarter ended December 31, 2023 compared with $12.7 billion a year ago. Net income applicable to Morgan Stanley was $1.5 billion, or $0.85 per diluted share,1 compared with $2.2 billion, or $1.26 per diluted share,1 for the same period a year ago.

Morgan Stanley has announced the appointment of 155 Managing Directors. The new Managing Directors are:

Morgan Stanley at Work announced a series of technology enhancements that drive increased automation and efficiency across a widening ecosystem of workplace benefits solutions for equity compensation, retirement, deferred compensation, executive services, saving and giving, and financial wellness.

The Morgan Stanley Institute for Sustainable Investing (the Institute) today announced the third cohort of its Sustainable Solutions Collaborative (the Collaborative). Launched in 2020, the Collaborative aims to identify breakthrough innovations that address complex global sustainability issues.

Morgan Stanley today declared a regular dividend on the outstanding shares of each of the following preferred stock issues:

Morgan Stanley (NYSEMS) will announce its fourth quarter 2023 financial results on Tuesday, January 16, 2024, at approximately 7:30 a.m. (ET). A conference call to discuss the results will be held on January 16, 2024, at 8:30 a.m. (ET).

Morgan Stanley (NYSEMS) announced today that it has won four Industry Awards from the Money Management Institute (MMI) and Barron’s, the most of any firm. The awards include a Digital Innovation award for Morgan Stanley’s Portfolio Risk Platform, a Disruption award for Morgan Stanley’s UMA Fractional Share Program, a Sustainable & ESG Investing Award for Morgan Stanley IQ ®, and a Doing Good award for Morgan Stanley’s Strategy Challenge.

Graystone Consulting, a business of Morgan Stanley (NYSEMS), today published its first annual institutional investor survey. The study explores how endowments and foundations are responding to the market environment, managing their portfolios, and positioning their approaches to governance, operations, and staffing.

The Board of Directors of Morgan Stanley (NYSEMS) today announced that Co-President Edward (Ted) Pick will become the Firm’s Chief Executive Officer, effective January 1, 2024. James Gorman will become Executive Chairman. Mr. Pick will also join Morgan Stanley’s Board of Directors at that time. The Firm also announced that Co-President Andy Saperstein will become the Head of Wealth and Investment Management, and that Dan Simkowitz will become Co-President of the Firm and the Head of Institutional Securities.

Morgan Stanley (NYSEMS) today reported net revenues of $13.3 billion for the third quarter ended September 30, 2023 compared to $13.0 billion a year ago. Net income applicable to Morgan Stanley was $2.4 billion, or $1.38 per diluted share,1 compared to net income of $2.6 billion, or $1.47 per diluted share,1 for the same period a year ago.

Morgan Stanley Wealth Management today announced results from its quarterly individual investor pulse survey:

Morgan Stanley Bank, N.A. (MSBNA), a national bank subsidiary of Morgan Stanley (NYSEMS), has been recognized with the highest rating from the Office of the Comptroller of the Currency (OCC) for its work meeting the credit needs of the communities it serves. The Bank received a rating of “Outstanding” for the Bank’s community reinvestment activities. Both of the Firm’s national bank subsidiaries have achieved consistent “Outstanding” ratings based on the OCC’s review of community reinvestment activities.

Morgan Stanley at Work, a leading provider of workplace financial solutions, today announced a new charitable giving solution, which simplifies corporate clients’ and their employees’ ability to donate through a donor advised fund (DAF) platform.

Morgan Stanley's Single Family Office Advisory group today released its third bi-annual compensation report in collaboration with Botoff Consulting, which presents survey findings along with trends impacting compensation in family offices. The findings contain responses from over 400 single family offices, with 77 percent of participant families having a total net worth of over $500 million. Reporting data on 1,728 employees, the trusted data is meant to serve as a reference to help shape all-important staffing decisions and strategy for family office clients.

Morgan Stanley (NYSEMS) today announced the 2023 global cohort of the Inclusive Ventures Lab, with 23 companies selected across North America and Europe, the Middle East and Africa (EMEA), double the size of previous cohorts. The Lab offers a five-month in-house accelerator program for underrepresented founders of technology and technology-enabled startups in the post-seed to Series A funding round stage.

Morgan Stanley today declared a regular dividend on the outstanding shares of each of the following preferred stock issues:

Morgan Stanley (NYSEMS) will announce its third quarter 2023 financial results on Wednesday, October 18, 2023, at approximately 7:30 a.m. (ET). A conference call to discuss the results will be held on October 18, 2023, at 8:30 a.m. (ET).

Daniel Simkowitz, Head of Investment Management and Co-Head of Corporate Strategy at Morgan Stanley, will speak at the Barclays Global Financial Services Conference, on September 12, 2023, at 11:15 a.m. (ET).

Morgan Stanley Wealth Management today announced results from its quarterly individual investor pulse survey:

Morgan Stanley Domestic Holdings, Inc. (the “Issuer”) today announced that it will redeem in whole its outstanding (i) $400,000,000 in aggregate principal amount of 3.800% Senior Notes Due 2027 (CUSIP: 269246 BQ6) (the “2027 Notes”) and (ii) $420,000,000 in aggregate principal amount of 4.500% Senior Notes Due 2028 (CUSIP: 269246 BS2) (the “2028 Notes” and, together with the 2027 Notes, the “Notes”) on July 28, 2023 (the “Optional Redemption Date”) pursuant to the optional redemption provisions provided in the documents governing such Notes. Capitalized terms used but not otherwise defined herein have the meanings assigned to them in such documents. The Notes are the Issuer’s only outstanding series of notes and, as a result, after the Optional Redemption Date, the Issuer will have no outstanding series of notes.

Morgan Stanley (NYSEMS) today reported net revenues of $13.5 billion for the second quarter ended June 30, 2023 compared with $13.1 billion a year ago. Net income applicable to Morgan Stanley was $2.2 billion, or $1.24 per diluted share,1 compared with net income of $2.5 billion, or $1.39 per diluted share,1 for the same period a year ago. The second quarter of 2023 was impacted by severance costs of $308 million2 associated with an employee action.

Morgan Stanley at Work today announced the latest batch of technology enhancements to its stock plan platforms Equity Edge Online® (EEO) and Shareworks, which together serve roughly 40% of the S&P 500 in the US.1 The updates focus on improved administration, automation, and private market client liquidity solutions, all to further advance Morgan Stanley at Work’s ongoing integration journey and help deliver a more unified experience for corporate clients and their workplace participants.

Morgan Stanley (NYSEMS) announced that it will increase its quarterly common stock dividend to $0.85 per share from the current $0.775 per share, beginning with the common stock dividend expected to be declared by the Firm’s Board of Directors in the third quarter of 2023.

Morgan Stanley at Work today released its new report Liquidity Trends: Perspectives from Private Company Leaders, spotlighting how private markets are responding to the challenging macro environment by strategically evolving their equity and liquidity programs.

Morgan Stanley (NYSEMS) today announced that all U.S. law-governed U.S. dollar LIBOR ICE Swap Rate (“USD LIBOR ISR”)-linked debt securities issued by Morgan Stanley and Morgan Stanley Finance LLC, and certificates of deposit issued by Morgan Stanley Bank, National Association, and Morgan Stanley Private Bank, National Association, (collectively, “Morgan Stanley USD LIBOR ISR Instruments”) provide that if the relevant USD LIBOR ISR setting is not displayed on the relevant screen page, then either:

Morgan Stanley at Work today announced takeaways from its 2023 Thrive conference in Aventura, Florida—including thought leadership, technology enhancements, and benefits solutions that emphasize how companies can work smarter to adapt and do more with less amid economic instability.

Morgan Stanley at Work today released the latest findings from its third annual State of the Workplace Financial Benefits Study, which reveals how employees are responding to financial challenges when it comes to their decisions around financial wellness and retirement benefits:

Investment funds managed by Morgan Stanley Private Equity Secondaries and Clairvest Group (Clairvest) announced today the completion of a growth equity investment in Top Aces alongside Top Aces’ other shareholders, which includes global investment group CDPQ.

Morgan Stanley at Work released today the latest findings from its third annual State of the Workplace Financial Benefits Study:

Morgan Stanley (NYSEMS) today announced the winners of this year’s Strategy Challenge, the Firm’s flagship pro bono program, which brings together rising talent to help nonprofit organizations solve strategic, mission-critical challenges. Winning teams supported Meeting Essential Needs with Dignity, Inc. (MEND) and Leonard Cheshire, in the U.S. and the U.K. respectively.

James Gorman, Chairman and Chief Executive Officer of Morgan Stanley, will speak at the Morgan Stanley Annual U.S. Financials, Payments & Commercial Real Estate Conference on June 12, 2023, at 12:00 p.m. (ET).