Morgan Stanley · NYSE:MS
Morgan Stanley — Investor Presentation (June 2020)
25 slides from Morgan Stanley's investor presentation, Jun 23, 2020
Slide 1: Alternative Investments: Innovative Strategies for Asset Allocation
Alternative Investments Innovative Strategies for Asset Allocation This presentation is not to be construed as an offer to buy or sell or a solicitation of an offer to buy or sell any financial instruments or to participate in any particular trading strategy in any jurisdiction. Investments and serv
Slide 2: Alternative Investments – Contents
Alternative Investments – Contents Introducing Morgan Stanley Alternative Investments Investment Global Investment Global Investment Alternative Alternative Solutions: Committee: Manager Analysis Investments Investments Our Unique Strategic Asset (GIMA) Team: Strategies in Eligibility Alternative Al
Slide 3: Our Commitment to Alternative Investments
Our Commitment to Alternative Investments Morgan Stanley launched its alternative investment business in 1977 with the founding of Morgan Stanley Real Estate and Morgan Stanley Managed Futures. Today, the firm is a global leader in alternative investments, offering a comprehensive suite of products
Slide 4: Investment Solutions: Our Unique Alternative Investments Platform
Investment Solutions: Our Unique Alternative Investments Platform Morgan Stanley’s innovative strategies, diverse talent and global presence enable us to offer a suite of alternative investments to help you accomplish a variety of goals: • An array of proprietary and third-party alternative investme
Slide 5: A Strong Network of Alternative Investment Managers
A Strong Network of Alternative Investment Managers Morgan Stanley has extensive experience in the alternative investments industry through a strong commitment to managing alternative investment strategies across an established global network. The power of the Morgan Stanley Alternative Investments
Slide 6: A Comprehensive Alternative Investments Platform
A Comprehensive Alternative Investments Platform Qualified investors benefit from a broad range of vehicles across the liquidity spectrum, with access to exclusive offerings, often at lower investment minimums. 58 4 18 2 16 SINGLE MANAGER MANAGED FUTURES FUNDS OF FUNDS EXCHANGE FUNDS PUBLIC CUSTOM H
Slide 7: Alternative Investments Differ from Traditional Investments
Alternative Investments Differ from Traditional Investments Alternative investments describe a spectrum of strategies that cannot be accessed through traditional fixed income and equity markets. These strategies have the potential to help lower volatility and increase diversification in clients’ por
Slide 8: Adding Alternatives Exposure May Reduce Volatility and Potentially Increase Returns
Adding Alternatives Exposure to a Portfolio May Reduce Volatility and Potentially Increase Returns RISK AND RETURN TRADE-OFF WITH AND WITHOUT ALTERNATIVES Data as of January 1, 1990 to December 31, 2019 10.5% 80% Stocks 20% Alternatives 10.0% 9.5% 40% Bonds 100% Stocks 40% Stocks 9.0% 20% Alternativ
Slide 9: Global Investment Committee: Alternative Investment Strategic Asset Allocation
Global Investment Committee: Alternative Investment Strategic Asset Allocation The Morgan Stanley Wealth Management Depending on investor risk tolerance and net Ask your Financial Advisor or Global Investment Committee (GIC) continually worth, the GIC may recommend a certain Private Wealth Advisor f
Slide 10: GIC Categorizes Alternative Investments into Five Buckets
The Global Investment Committee (GIC) Categorizes Alternative Investments into Five Buckets REAL ASSETS ABSOLUTE RETURN ASSETS Commodities, Precious Equity Market Neutral, Relative Metals/Gold, MLPs, REITs Value, Unconstrained F.I. GIC Alternatives Categories PRIVATE INVESTMENTS EQUITY HEDGE ASSETS
Slide 11: What is Global Investment Manager Analysis (GIMA)?
What is Global Investment Manager Analysis (GIMA)? GIMA engages with a broad array of investment managers to identify high-quality strategies for your portfolio. THE TRADITIONAL ALTERNATIVE GIMA TEAM INVESTMENTS INVESTMENTS • ~70 investment professionals Traditional Team Provides Advice On: Alternat
Slide 12: The GIMA Team Utilizes a Robust Alternative Investments Due Diligence Process
The GIMA Team Utilizes a Robust Alternative Investments Due Diligence Process The Global Investment Manager Analysis (GIMA) team, a leader in manager analysis, applies a common framework in its review of all investment products under consideration. 1 2 3 4 5 COMPREHENSIVE ONGOING BUSINESS & QUANTITA
Slide 13: Alternative Investment Manager Due Diligence at Morgan Stanley
Alternative Investment Manager Due Diligence at Morgan Stanley The Global Investment Manager Analysis (GIMA) team engages with a broad array of investment managers to identify high-quality strategies for your portfolio. Before managers are selected for inclusion on the platform, GIMA employs a thoro
Slide 14: GIMA 2020 Alternative Investments Themes
GIMA 2020 Alternative Investments Themes THEME IMPLEMENTATION KEY RATIONALE PLAYING OFFENSE WITH A DEFENSIVE APPROACH Market Dislocation Investing Give the recent market downtown and expectations for continued volatility as a Special Situations/Distressed Investing result of the COVID-19 outbreak, G
Slide 15: Alternative Investments Strategies in Development
Alternative Investments Strategies in Development 2nd Quarter 2020 Investing in dislocated opportunities across the credit spectrum (Corporate Credit, CLO / Structured Credit, Real Private Credit Estate Credit, and Misunderstood Credit) with the ability to shift focus throughout the investment perio
Slide 16: Alternative Investments Eligibility
Alternative Investments Eligibility CLIENT NET WORTH/NET INVESTABLE ASSET MINIMUMS Investors participating in $1MM+ $2.1MM+ $5MM+ $25MM+ $125MM+ $500MM+ alternative investments offered through Morgan Stanley must Managed Futures Funds meet certain SEC and/or state Registered Funds (Accredited Invest
Slide 17: 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 18: 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 19: No obligation to notify
No obligation to notify – Morgan Stanley Wealth Management has no obligation to notify you when the model portfolios, strategies, or any other information, in this material changes. Please consider the investment objectives, risks, fees, and charges and expenses of mutual funds, ETFs, closed end fun
Slide 20: Alternative investments risk disclosure
shares may have a market price that is above or below NAV. Portfolios that invest a large percentage of assets in only one industry sector (or in only a few sectors) are more vulnerable to price fuctuation than those that diversify among a broad range of sectors. Alternative investments often are sp
Slide 21: Conflict of interest and hedge fund index disclosures
investments held by brokerage clients. Morgan Stanley Wealth Management has a confict of interest in ofering alternative investments because Morgan Stanley Wealth Management or our afliates , in most instances, earn more money in your account from your investments in alternative investments than fro
Slide 22: Not a financial plan; no advisory relationship
This material is not a fnancial plan and does not create an investment advisory relationship between you and your Morgan Stanley Financial Advisor. We are not your fduciary either under the Employee Retirement Income Security Act of 1974 (ERISA) or the Internal Revenue Code of 1986, and any informat
Slide 23: Tax management and trust services disclosures
including its features and limitations, please ask your Financial Advisor for the Tax Management Form. Review the form carefully with your tax advisor. Tax-Management Services: (a) apply only to equity investments in separate account sleeves of client accounts; (b) are not available for all accounts
Slide 24: Residential mortgage loan disclosures
Residential mortgage loans/home equity lines of credit are ofered by Morgan Stanley Private Bank, National Association, an afliate of Morgan Stanley Smith Barney LLC. With the exception of the pledged-asset feature, an investment relationship with Morgan Stanley Smith Barney LLC does not have to be
Slide 25: Deposit not insured; SIPC disclosures
DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY © 2020 Morgan Stanley Smith Barney LLC. Member SIPC. Alternative investment securities discussed herein are not covered by the protections provided by the Securities Investor Protection Corporation, unless such securities are registered under th