Morgan Stanley · NYSE:MS
Morgan Stanley — Investor Presentation (July 2020)
13 slides from Morgan Stanley's investor presentation, Jul 7, 2020
Slide 1: Wealth Management Perspectives
Wealth Management Perspectives
Slide 2: An Industry-Leading Investment Solutions Platform
An Industry-Leading Investment Solutions Platform We offer a robust foundation of industry-leading product offerings, services and advice within the broader Wealth Management suite of solutions: Provide access to product solutions through Brokerage and Advisory relationships that support Our singula
Slide 3: Access to Innovative and Exclusive Product Offerings
Access to Innovative and Exclusive Product Offerings TRADITIONAL INVESTMENTS ANNUITIES & INSURANCE CAPITAL MARKETS MUTUAL FUNDS ANNUITIES EQUITIES Diversified investments and professional money management Stable income and tax deferred growth to help protect assets Ability to gain exposure to single
Slide 4: You Benefit from Vast Intellectual Capital
You Benefit from Vast Intellectual Capital Insights from Throughout the Firm Influence the Decisions Made for Your Portfolio MANAGER ANALYSIS GLOBAL THIRD-PARTY MORGAN STANLEY & CO. & PORTFOLIO STRATEGY INVESTMENT COMMITTEE INTELLECTUAL CAPITAL 150+ 8 400+ 450+ ANALYSTS & STRATEGISTS 1 LEADING THINK
Slide 5: Disclosures
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 6: Value Score methodology disclosures
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 7: 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 8: Risk disclosures on alternative investments
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 9: Alternative investments 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 10: Not a financial plan; broker and advisor roles
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 11: Tax management and financial plan 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 12: 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 13: 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