Morgan Stanley (N:MS)

Business Focus: Investment Banking & Brokerage Services

Feb 02, 2023 07:00 am ET
At $2.5 Billion, Morgan Stanley Investment Management Raises One of the Largest Funds Focused on Single Asset GP-Led Continuation Vehicles
Morgan Stanley Investment Management (MSIM) announced today that it has held the final close of Ashbridge Transformational Secondaries Fund II (Ashbridge II) at $2.5 billion of total capital commitments. The amount represents nearly four times of that raised in the predecessor fund, Ashbridge Transformational Secondaries Fund I (Ashbridge I), which closed in 2018 at $675 million. Ashbridge II is one of the largest funds raised to date that is focused exclusively on single asset GP-led continuation vehicles. Investors include a sophisticated group of public and private pension funds, sovereign
Feb 01, 2023 04:30 pm ET
Sharon Yeshaya to Speak at the Credit Suisse Financial Services Forum
Sharon Yeshaya, Executive Vice President and Chief Financial Officer of Morgan Stanley, will speak at the Credit Suisse 24th Annual Financial Services Forum which will be held in Key Biscayne, Florida on Tuesday, February 14, 2023 at 12:45 p.m. (ET).
Feb 01, 2023 09:55 am ET
Morgan Stanley Investment Management Launches ETF Platform
Morgan Stanley Investment Management (“MSIM”) today announced the launch of an exchange-traded fund (“ETF”) platform with the listing of six Calvert ETFs on NYSE Arca. The ETF product suite features Calvert Research and Management’s industry-leading approach to responsible investing and offers investors access to four indexed Environmental Social Governance (“ESG”) strategies and two active ESG strategies across a range of asset classes.
Feb 01, 2023 08:38 am ET
Morgan Stanley Capital Partners Acquires Apex Companies
Investment funds managed by Morgan Stanley Capital Partners (“MSCP”), the middle-market focused private equity team at Morgan Stanley Investment Management, have acquired Apex Companies (“Apex” or the “Company”), a leading provider of end-to-end environmental consulting and engineering solutions, from Sentinel Capital Partners (“Sentinel”). MSCP is partnering with the current management team led by CEO Dave Fabianski, who will continue to lead the business. Sentinel Capital Partners will maintain a minority position in the Company post-closing.
Jan 31, 2023 04:30 pm ET
Morgan Stanley Schedules Quarterly Investor Conference Call
Morgan Stanley (NYSE: MS) will announce its first quarter 2023 financial results on Wednesday, April 19, 2023, at approximately 7:30 a.m. (ET). A conference call to discuss the results will be held on April 19, 2023, at 8:30 a.m. (ET).
Jan 31, 2023 10:00 am ET
Morgan Stanley Wealth Management Pulse Survey Reveals Investors Remain Optimistic for 2023 Despite Dim Near-Term Views
Morgan Stanley Wealth Management today announced results from its quarterly individual investor pulse survey:
Jan 27, 2023 11:00 am ET
Morgan Stanley Global Sports & Entertainment returns to Mobile, AL as the Exclusive Financial Education Sponsor of the Reese’s Senior Bowl
Morgan Stanley Global Sports & Entertainment (GSE), a division of Morgan Stanley Wealth Management, remains the exclusive financial education sponsor of the Reese's Senior Bowl for the ninth consecutive year. After being limited to virtual engagements for the past 2 years due to concerns and precautions from COVID-19, Morgan Stanley GSE returns to Mobile, AL in-person to participate in this year’s week of festivities and engagements.
Jan 19, 2023 10:00 am ET
Morgan Stanley at Work Unveils Insights from New Stock Plan Participant Survey
Morgan Stanley at Work today released findings from its annual Stock Plan Participant Survey, showing that amid a highly competitive labor market, equity compensation continues to be a critical tool to attract and retain talent. This survey provides fresh insights about the participant experience, perceived value and overall benefit
Jan 18, 2023 07:00 am ET
Morgan Stanley Appoints 184 New Managing Directors
Morgan Stanley has announced the appointment of 184 Managing Directors. The new Managing Directors are:
Jan 17, 2023 08:31 am ET
Thinking about trading options or stock in Amazon, Coinbase, Novo Nordisk, First Solar, or Morgan Stanley?
NEW YORK, Jan. 17, 2023 /PRNewswire/ -- InvestorsObserver issues critical PriceWatch Alerts for AMZN, COIN, NVO, FSLR, and MS.
Jan 17, 2023 07:30 am ET
Morgan Stanley Fourth Quarter and Full Year 2022 Earnings Results
Morgan Stanley (NYSE: MS) today reported net revenues of $12.7 billion for the fourth quarter ended December 31, 2022 compared with $14.5 billion a year ago. Net income applicable to Morgan Stanley was $2.2 billion, or $1.26 per diluted share,1 compared with $3.7 billion, or $2.01 per diluted share,1 for the same period a year ago. Excluding integration-related expenses, earnings per diluted share in the fourth quarter was $1.31 versus $2.08 in the prior year quarter.1,6 The fourth quarter of 2022 was also impacted by severance costs of $133 milli
Dec 15, 2022 04:30 pm ET
Morgan Stanley Declares Dividends on Its Preferred Stock
Morgan Stanley today declared a regular dividend on the outstanding shares of each of the following preferred stock issues:
Dec 09, 2022 10:00 am ET
Morgan Stanley at Work Announces 2022 End of Year Technology Enhancements
Morgan Stanley at Work today announced a fresh bundle of technology enhancements on 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 target smoother engagement for Morgan Stanley at Work’s corporate clients and participants
Dec 07, 2022 10:00 am ET
Morgan Stanley’s Portfolio Risk Platform Wins American Financial Technology Award for Best Risk Management Initiative
Morgan Stanley (NYSE: MS) today announced The Portfolio Risk Platform has been awarded an American Financial Technology Award for Best Risk Management Initiative. This is the Portfolio Risk Platform’s fourth year in a row winning an industry award.
Dec 06, 2022 11:00 am ET
Morgan Stanley at Work Retirement Study Shows Plan Sponsors Prioritizing 401(k) Plan Design Amid Challenging Labor and Economic Conditions
Morgan Stanley at Work today released new research from its workplace retirement study that highlight retirement plan sponsors are prioritizing 401(k) plan design amid challenging economic and jobs environment. While the 401(k) plan continues to be an essential workplace benefit to attract and retain talent, plan sponsors emphasized
Dec 01, 2022 10:00 am ET
Morgan Stanley Sustainable Signals: New Survey Shows Opportunities Exist for Asset Managers to Better Meet Asset Owner Sustainable Investing Needs
Asset managers have the opportunity to meet asset owners’ growing demands for sustainable investment practices, products and reporting, according to new research by the Morgan Stanley Institute for Sustainable Investing. The latest in the Firm’s Sustainable Signal
Nov 25, 2022 04:30 pm ET
Morgan Stanley Schedules Quarterly Investor Conference Call
Morgan Stanley (NYSE: MS) will announce its fourth quarter 2022 financial results on Tuesday, January 17, 2023, at approximately 7:30 a.m. (ET). A conference call to discuss the results will be held on January 17, 2023, at 8:30 a.m. (ET).
Nov 21, 2022 08:00 am ET
Morgan Stanley Investment Management Launches 1GT Growth-Oriented Private Equity Platform Focused on Companies Seeking to Mitigate Climate Change
Morgan Stanley Investment Management (MSIM) announced today that it has launched the 1GT growth-oriented private equity platform (1GT or the Platform) focused on investments in companies that will collectively avoid or remove one gigaton of carbon dioxide-equivalent (CO2e) emissions from the Earth’s atmosphere from the date of the Platform’s investment through 2050, the date by which the United Nations has mandated “Net Zero” must be achieved. Part of MSIM’s $200 billion alternative investments business, 1GT is targeting investments in private companies based primarily in North Amer
Nov 16, 2022 08:00 am ET
Morgan Stanley Code to Give Hackathon Provides Montreal Nonprofits Earth Day Canada and Digital Moment with Technology Solutions to Drive Their Essential Community Work
Morgan Stanley presented prototypes to Canadian non-profits Earth Day Canada and Digital Moment at last week's event
Oct 24, 2022 09:00 am ET
Morgan Stanley Investment Management Partners with Opportunity Finance Network on the Newly Launched Impact Class of Money Market Fund Shares
Morgan Stanley Investment Management (MSIM) announced today it has selected Opportunity Finance Network (OFN) as its diversity and inclusion partner for MSIM’s charitable contribution related to the newly launched Impact Class. OFN is a leading national network of 370 community development finance institutions (CDFIs) that works to ensure communities underserved by mainstream finance have access to affordable, responsible financial products and services.
Oct 21, 2022 11:15 am ET
Morgan Stanley Capital Partners Completes Investment in Emler Swim School
Investment funds managed by Morgan Stanley Capital Partners (MSCP), the middle-market focused private equity team at Morgan Stanley Investment Management, have completed an investment in Emler Swim School (Emler or the Company). MSCP is partnering with the current management team and investor group led by Emler Chief Executive Officer Greg Laird and President and Chief Financial Officer Jim Draudt, who will continue to lead the business.
Oct 19, 2022 10:00 am ET
Oct 19, 2022 09:03 am ET
Morgan Stanley Investment Management Significantly Exceeds Target With Second Co-Investment Fund
Morgan Stanley Private Markets Solutions (“Private Markets Solutions” or the “Team”), the multi-manager private markets platform within Morgan Stanley Investment Management, announced today the final close of Private Equity Co-Investment Fund II (“PECO II”). PECO II was oversubscribed, closing on $1.25 billion in total commitments and exceeding its fundraising target of $750 million.
Oct 14, 2022 07:30 am ET
Morgan Stanley Third Quarter 2022 Earnings Results
Morgan Stanley (NYSE: MS) today reported net revenues of $13.0 billion for the third quarter ended September 30, 2022 compared with $14.8 billion a year ago. Net income applicable to Morgan Stanley was $2.6 billion, or $1.47 per diluted share,1 compared with net income of $3.7 billion, or $1.98 per diluted share,1 for the same period a year ago.
Oct 06, 2022 07:00 am ET
NatWest, Loop Capital, and TD Securities Join DirectBooks
DirectBooks Continues to Strengthen Global Syndicate Community and Adds its First Diversity Underwriting Firm
Oct 05, 2022 10:00 am ET
Sep 29, 2022 09:41 am ET
Morgan Stanley and Centri Tech Foundation Announce Inaugural Winners of the Social Justice Innovation Awards
Morgan Stanley, in partnership with Centri Tech Foundation, today announced the inaugural winners of the Social Justice Innovation Awards. This new strategic initiative aims to advance social and racial justice and help drive greater inclusive economic opportunity. The five awardees will participate in a nine-month-long partnership
Sep 21, 2022 10:00 am ET
Morgan Stanley at Work Unveils Second Annual State of the Workplace Financial Benefits Study
Morgan Stanley at Work released today the latest findings from its second annual
Sep 14, 2022 10:00 am ET
Morgan Stanley Private Bank, National Association Receives Outstanding Rating for Community Reinvestment Initiatives
Morgan Stanley Private Bank, National Association, a national bank subsidiary of Morgan Stanley (NYSE: MS), 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, primarily New York City and Westchester County, NY. The Firm received a rating of “Outstanding” for its community reinvestment activities for the seventh consecutive time.
Sep 07, 2022 02:00 pm ET
Morgan Stanley at Work Unveils First-of-its-Kind Participant Aggregation Platform to Create a Seamless Experience for Plan Advisors
Morgan Stanley at Work today announced the rollout of its new Corporate Retirement Portal, an innovative technology solution designed to provide Morgan Stanley Wealth Management Plan Advisors with a one-stop shop, consolidated view of workplace retirement plans and participant data via the Firm’s
Sep 07, 2022 10:09 am ET
Fairway Lawns Acquires Luv-A-Lawn and Plant It Earth
Fairway Lawns, backed by investment funds managed by Morgan Stanley Capital Partners (MSCP), recently completed two acquisitions in the residential lawncare space, partnering with Luv-A-Lawn and Plant It Earth. Both companies are strong regional brands based in the Central Florida market and strategically expand Fairway Lawns’ Southeast footprint.
Sep 06, 2022 11:41 am ET
Morgan Stanley Selects 10 Companies for Inaugural Global Cohort of the Multicultural Innovation Lab
Morgan Stanley today announced the eighth cohort of the Multicultural Innovation Lab. The in-house accelerator program for technology and technology-enabled startups in the post-seed to Series A funding round stage targets companies with multicultural or
Aug 18, 2022 02:00 pm ET
Morgan Stanley at Work Enhances Technology to Deliver Time and Cost Savings to Stock Plan Administrators and Participants
Morgan Stanley at Work today announced three strategic product enhancements to its stock plan platforms Equity Edge Online® (EEO) and Shareworks, designed to streamline functionality for Morgan Stanley at Work’s corporate clients and their workplace participants.
Aug 15, 2022 05:00 pm ET
Morgan Stanley Declares Dividends on Its Preferred Stock
Morgan Stanley today declared a regular dividend on the outstanding shares of each of the following preferred stock issues:
Aug 15, 2022 04:30 pm ET
Morgan Stanley Schedules Quarterly Investor Conference Call
Morgan Stanley (NYSE: MS) will announce its third quarter 2022 financial results on Friday, October 14, 2022, at approximately 7:30 a.m. (ET). A conference call to discuss the results will be held on October 14, 2022, at 9:30 a.m. (ET).
Aug 09, 2022 04:30 pm ET
Andy Saperstein to Speak at the Barclays Global Financial Services Conference
Andy Saperstein, Co-President and Head of Wealth Management at Morgan Stanley, will speak at the Barclays Global Financial Services Conference in New York on Tuesday, September 13, 2022 at 11:15 a.m. (ET).
Jul 19, 2022 09:00 am ET
Morgan Stanley Investment Management Announces Portfolio Management Change for Morgan Stanley Emerging Markets Debt Fund, Inc. and Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.
Morgan Stanley Investment Management announced today a portfolio management change for Morgan Stanley Emerging Markets Debt Fund, Inc. (NYSE: MSD) and Morgan Stanley Emerging Markets Domestic Debt Fund, Inc. (NYSE: EDD) (the “Funds”). The Funds are managed by the Emerging Markets Debt team of Morgan Stanley Investment Management Inc. (the “Adviser”). The team consists of portfolio managers and analysts.
Jul 14, 2022 07:30 am ET
Morgan Stanley Second Quarter 2022 Earnings Results
Morgan Stanley (NYSE: MS) today reported net revenues of $13.1 billion for the second quarter ended June 30, 2022 compared with $14.8 billion a year ago. Net income applicable to Morgan Stanley was $2.5 billion, or $1.39 per diluted share,1 compared with net income of $3.5 billion, or $1.85 per diluted share,1 for the same period a year ago.
Jun 27, 2022 04:32 pm ET
Morgan Stanley Announces 11% Dividend Increase and Authorization of a $20 Billion Multi-Year Common Equity Share Repurchase Program
Morgan Stanley (NYSE: MS) announced that it will increase its quarterly common stock dividend to $0.775 per share from the current $0.70 per share, beginning with the common dividend expected to be declared by the Firm’s Board of Directors in the third quarter of 2022.
Jun 22, 2022 10:00 am ET
Morgan Stanley at Work to Acquire Leading Nonqualified Deferred Compensation Plan Provider American Financial Systems
Morgan Stanley at Work today announced the acquisition of American Financial Systems (AFS), a recognized leader in providing nonqualified executive benefit plan solutions and services to employers of all sizes. The business’s full-service deferred compensation plan offerings include:
Jun 15, 2022 04:30 pm ET
Morgan Stanley Declares Dividends on Its Preferred Stock
Morgan Stanley today declared a regular dividend on the outstanding shares of each of the following preferred stock issues:
May 26, 2022 09:30 am ET
Morgan Stanley Announces Second Cohort of the Sustainable Solutions Collaborative
The Morgan Stanley Institute for Sustainable Investing (the Institute) today announced the second cohort of its Sustainable Solutions Collaborative (the Collaborative). The Collaborative, launched in 2020, aims to identify breakthrough innova
May 25, 2022 11:02 am ET
Morgan Stanley at Work Study Finds Plan Advisors Integral to Retirement Plan Participation and Outcomes
Morgan Stanley at Work today released new research from its inaugural workplace retirement study that shows plan sponsors see a positive impact and value in having a plan advisor oversee their workplace retirement plan to boost retirement plan participation and outcomes.
May 25, 2022 09:00 am ET
Morgan Stanley Celebrates 10th Anniversary of Investing with Impact Platform
Morgan Stanley (NYSE: MS) Wealth Management is pleased to celebrate the 10th anniversary of its Investing with Impact Platform which enables clients to align portfolios of any size and complexity with their unique impact goals. The platform was the first of its kind when it launched in 2012, and now has approximately $70 billion in assets today.
May 19, 2022 04:30 pm ET
Morgan Stanley Schedules Quarterly Investor Conference Call
Morgan Stanley (NYSE: MS) will announce its second quarter 2022 financial results on Thursday, July 14, 2022, at approximately 7:30 a.m. (ET). A conference call to discuss the results will be held on July 14, 2022, at 9:30 a.m. (ET).
May 19, 2022 07:00 am ET
The Latino Commission on AIDS and The Duke of Edinburgh’s Award Teams Win Morgan Stanley’s Annual Strategy Challenge Supporting Nonprofits in the U.S. and the UK
Morgan Stanley today announced that teams Latino Commission on AIDS and The Duke of Edinburgh’s Award have won its annual Strategy Challenge, the Firm’s flagship pro bono program, which brings together rising talent to help nonprofit organizations solve strategic, mission-critical challenges. Over the past ten weeks, Morgan Stanley employees worked with leadership teams at 15 nonprofit organizations to provide recommendations to address their strategic questions. The challenges addressed are critical to bringing meaningful impact and long-term change to the organizations’ communi
May 17, 2022 04:30 pm ET
Ted Pick to Speak at the Bernstein Strategic Decisions Conference
Ted Pick, Co-President, Head of Institutional Securities and Co-Head of Corporate Strategy at Morgan Stanley, will speak at the Bernstein Strategic Decisions Conference on Wednesday, June 1, 2022 at 1:30 p.m. (ET).
May 16, 2022 04:30 pm ET
James Gorman and Jed Finn to Speak at the Annual Morgan Stanley U.S. Financials, Payments & Commercial Real Estate Conference
Jed Finn, Chief Operating Officer of Wealth Management and Head of Corporate and Institutional Solutions at Morgan Stanley, will speak at the Morgan Stanley U.S. Financials, Payments & Commercial Real Estate Conference on Monday, June 13, 2022 at 11:45 a.m. (ET).
May 11, 2022 10:25 am ET
The Morgan Stanley Equity in Education and Career Consortium Launches Multi-Year Program Supporting Community College Students from Underserved Communities in Partnership with College Possible and CUN
The Morgan Stanley Institute for Inclusion’s (IFI) Equity in Education and Career Consortium, focused on supporting high school and college students in achieving stronger career and financial outcomes, today announced the launch of a multi-year program in partnership with the Morgan Stanley Foundation to support Community College students from low- to moderate-income communities with an investment of $5.5MM to College Possible and CUNY ASAP (Accelerated Study in Associate Programs). This new commitment is part of the $20MM
May 05, 2022 10:00 am ET
Morgan Stanley Introduces the Small Business Academy to Promote Equity and Empower Diverse-Owned Small-Business Leaders
Morgan Stanley’s Institute for Inclusion (IFI) and the Morgan Stanley Supplier Diversity Program are announcing the inaugural class of the Morgan Stanley Small Business Academy (the Academy). Established to promote equity and empower diverse-owned small-business leaders
May 02, 2022 10:00 am ET
The Morgan Stanley Alliance for Children’s Mental Health Announces Call for Innovation Award Applications in Support of Organizations Changing Youth Mental Health Landscape
Morgan Stanley today announced the second call for applications for the Morgan Stanley Alliance for Children’s Mental Health Innovation Awards, which aims to identify and fund mental healthcare solutions for children and youn
Apr 29, 2022 01:27 pm ET
NOTICE TO CUSTOMERS OF MORGAN STANLEY’S TONY GALLEA: KlaymanToskes Investigates Broker for Options Trading Strategy in Light of Customer Complaints
National investment fraud lawyers KlaymanToskes is investigating Anthony (“Tony”) Gallea, who is a Morgan Stanley (NYSE: MS) broker registered out of the firm’s Hendersonville, NC branch location, in light of recent customer complaints regarding an...
Apr 27, 2022 04:43 pm ET
Notice to Customers of Ex-Morgan Stanley Broker Shawn Good: KlaymanToskes Continues Investigation in Light of SEC’s Ponzi Scheme Allegations
National investment fraud lawyers KlaymanToskes is investigating FINRA arbitration claims on behalf of customers of Shawn Good, who was a Morgan Stanley (NYSE: MS) broker at the firm’s Wilmington, NC branch location. In April 2022, the SEC filed a...
Apr 27, 2022 10:30 am ET
Majority of HNW Advisors Remain Unfamiliar with Direct Indexing, Finds Survey From Parametric and Cerulli
Parametric Portfolio Associates LLC (Parametric), the leading direct indexing provider, today released findings from a survey of advisors serving high-net-worth (HNW) investors. Sponsored by Parametric and conducted by Cerulli Associates, the survey revealed that even though direct indexing is primed to grow at an annualized rate of more than 12% over the next five years, the majority of advisors surveyed were unfamiliar with the strategy despite embracing the most valued benefits of it – tax management and customized exposures.
Apr 27, 2022 09:30 am ET
Graystone Consulting Named 2021 Quality Leader by Coalition Greenwich
Graystone Consulting, a business of Morgan Stanley (NYSE: MS), 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 2021 Greenwich Quality Leader* designation in Overall U.S. Investment Consulting among large consultants.
Apr 25, 2022 11:00 am ET
Morgan Stanley Wealth Management Launches “Come In, Let’s Talk” Podcast
Morgan Stanley Wealth Management today launched Come In, Let’s Talk, a podcast series of candid, groundbreaking conversations with senior women executives who discuss their personal experiences climbing the corporate ranks and offer inspiration and specific guidance for anyone aspiring to a senior leadership position.
Apr 21, 2022 12:00 pm ET
Morgan Stanley Code to Give Hackathon Equips Georgia Nonprofits Atlanta Mission and Tech Alpharetta with Innovative Technology Solutions
Georgia was at the center of Morgan Stanley’s most recent Code to Give Hackathon, a four-day virtual coding event which delivered innovative technical designs to two regional nonprofits – Atlanta Mission and Tech Alpharetta. 114 students and recent graduates from universities from across the country competed in the Firm’s first U.S. based Code to Give event, part of a series of challenges that tap the community of technology innovators to help charitable organizations tackle real-world challenges.
Apr 20, 2022 10:00 am ET
Morgan Stanley Appoints Montréal Senior Executive Sophia Bennaceur to Lead its Montréal Office
Morgan Stanley today announced that Montréal Senior Executive Sophia Bennaceur will assume the role of Regional Head of Morgan Stanley Montréal and Technology Montréal. Sophia has lived and worked in Montréal for 20 years and is a native French speaker. She will replace Alan Vesprini, who retires after 12 years of success with the firm. With over 20 years of experience in investment banking across Operations, Finance and Information Technologies, Sophia joined Morgan Stanley in 2016 as the Chief Operating Officer for Morgan Stanley in Montréal.
Apr 14, 2022 09:31 am ET
Thinking about trading options or stock in Tesla, Taiwan Semiconductor, State Street, Morgan Stanley, or Walmart?
NEW YORK, April 14, 2022 /PRNewswire/ -- InvestorsObserver issues critical PriceWatch Alerts for TSLA, TSM, STT, MS, and WMT.
Apr 14, 2022 07:30 am ET
Morgan Stanley First Quarter 2022 Earnings Results
Morgan Stanley (NYSE: MS) today reported net revenues of $14.8 billion for the first quarter ended March 31, 2022 compared with $15.7 billion a year ago. Net income applicable to Morgan Stanley was $3.7 billion, or $2.02 per diluted share,1 compared with net income of $4.1 billion, or $2.19 per diluted share,1 for the same period a year ago.
Apr 11, 2022 11:03 am ET
Coast Haven Brokerage Wins the 2022 Kellogg-Morgan Stanley Sustainable Investing Challenge
The Morgan Stanley Institute for Sustainable Investing and Kellogg School of Management at Northwestern University today announced that the Coast Haven Brokerage team was named the winner of the 2022 Kellogg-Morgan Stanley Sustainable Investing Challenge. T
Apr 07, 2022 12:00 pm ET
Morgan Stanley at Work Shares Insights from Second Annual Financial Wellness Retreat
Morgan Stanley at Work today released insights and learnings from its exclusive second annual Financial Wellness Retreat, held on March 16 –17, for plan participants of its corporate clients.
Mar 31, 2022 12:30 pm ET
Morgan Stanley Infrastructure Partners Completes Investment in StraitNZ Holdings Limited
Investment funds managed by Morgan Stanley Infrastructure Partners (“MSIP”), a private infrastructure team within Morgan Stanley Investment Management, announced today that they have acquired StraitNZ Holdings Limited (“StraitNZ” or the “Company”).
Mar 30, 2022 11:00 am ET
Gozio Health Announces Financial Partnership with Morgan Stanley Expansion Capital
Gozio Health, an industry-leading location-aware mobile patient engagement platform, announced the closing of an investment from funds managed by Morgan Stanley Expansion Capital. The investment round will be used to accelerate Gozio's growth and sets the stage for a long-term financial partnership.
Mar 23, 2022 01:00 pm ET
Morgan Stanley Names 20 Women and Advocates to MAKERS Class of 2022
Morgan Stanley Wealth Management today recognized 20 outstanding professionals as MAKERS – an initiative dedicated to celebrating the stories of women and men who are groundbreakers, innovators and champions of women’s achievement.
Mar 11, 2022 08:29 am ET
Eaton Vance Management Announces Portfolio Managers of Certain Floating-Rate Loan Funds
BOSTON, March 11, 2022 /PRNewswire/ -- Eaton Vance Management ("Eaton Vance"), an indirect wholly-owned subsidiary of Morgan Stanley (NYSE: MS), announced the portfolio managers of certain floating-rate loan funds as follows:
Mar 09, 2022 12:00 pm ET
Morgan Stanley at Work to Host Second Annual Virtual Financial Wellness Retreat
Morgan Stanley at Work announced today that it is hosting its second annual Financial Wellness Retreat on March 16 -17, 2022. This exclusive event for participants of Morgan Stanley at Work’s corporate clients will provide financial education, tools and insights to help them take control of their financial well-being.
Mar 07, 2022 10:08 am ET
Morgan Stanley Announces Partnership with Tennis Pro Leylah Fernandez
Morgan Stanley today announced a new partnership with women’s tennis professional Leylah Fernandez to expand the reach of the Morgan Stanley brand to tennis fans around the world. Fernandez will serve as a brand ambassador for Morgan Stanley and will support the Firm’s giving back initiatives.
Mar 04, 2022 11:30 am ET
Morgan Stanley Returns to THE PLAYERS Championship with the Sixth Year of the Eagles for Impact Challenge
Morgan Stanley today announced the return of the Eagles for Impact Challenge taking place at THE PLAYERS Championship, March 10-13, 2022, at TPC Sawgrass in Ponte Vedra Beach, Florida. This year, the Firm is partnering with its brand ambassadors Justin Rose and Cheyenne Woods, as well as First Tee, a youth development organization that has a 25-year history of using golf to teach lessons about life. For every eagle made during the tournament, Morgan Stanley will donate $5,000 to First Tee in support of the recruitment, development and retention of diverse golf coaches to m
Mar 03, 2022 04:30 pm ET
Jonathan Pruzan to Speak at the Annual Morgan Stanley European Financials Conference
Jonathan Pruzan, Executive Vice President and Chief Operating Officer of Morgan Stanley, will speak at the Annual Morgan Stanley European Financials Conference which will be held in London, UK, on Wednesday, March 16, 2022 at 11:00 a.m. GMT (7:00 a.m. ET).
Mar 02, 2022 10:00 am ET
New Morgan Stanley at Work Report Reveals Companies Reimagining Equity Compensation to Compete for Talent Amid “Great Resignation”
Morgan Stanley at Work today released new proprietary research revealing that amid the “Great Resignation,” equity compensation has become more critical for public and private companies competing for talent across the globe. To gain an edge, companies are rolling out creative solutions in their plan design to improve retention.
Mar 02, 2022 09:00 am ET
Morgan Stanley Investment Management Raises $2 Billion for North Haven Capital Partners VII
Morgan Stanley Capital Partners, the Private Equity team within Morgan Stanley Investment Management, today announced that it has raised $2 billion for North Haven Capital Partners VII and its related funds (collectively, NHCP VII or the Fund), exceeding its original fundraising target and surpassing the size of its predecessor fund, North Haven Capital Partners VI (NHCP VI), by more than 40%.
Mar 02, 2022 08:30 am ET
Morgan Stanley Capital Partners Completes Investment in SpendMend
Investment funds managed by Morgan Stanley Capital Partners (“MSCP”), the middle-market focused private equity team at Morgan Stanley Investment Management, have acquired a controlling interest in SpendMend (the “Company”), from Sheridan Capital Partners. MSCP is partnering with the current management team led by CEO Dan Geelhoed and President Rob Heminger, who will continue to lead the business, as well as Sheridan Capital Partners, who will retain a minority stake in the Company.
Feb 25, 2022 07:30 am ET
ATTENTION FORMER CUSTOMERS OF DARRYL COHEN AT MORGAN STANLEY: National Investment Fraud Lawyers KlaymanToskes Continues to Investigate Ex-Financial Advisor Barred for Defrauding Professional Athletes
LOS ANGELES, Feb. 25, 2022 /PRNewswire/ -- National investment fraud lawyers KlaymanToskes continues to pursue its investigation of Darryl Cohen, who was a broker in Morgan Stanley's (NYSE: MS) Global Sports and Entertainment division in Westlake Village, California.
Feb 22, 2022 08:26 pm ET
NOTICE TO FORMER CUSTOMERS OF DARRYL COHEN AT MORGAN STANLEY: Please Contact National Investment Fraud Lawyers KlaymanToskes to Inquire about Its Investigation Regarding Barred Broker’s Defrauding of
National investment fraud lawyers KlaymanToskes encourages former customers of Darryl Cohen at Morgan Stanley (NYSE: MS) to contact the firm regarding its investigation of the barred broker accused of account mismanagement and selling away within...
Feb 22, 2022 07:44 pm ET
ATTENTION PROFESSIONAL ATHLETES: National Investment Fraud Lawyers KlaymanToskes Cautions Against Financial Advisor Fraud
National investment fraud lawyers KlaymanToskes notifies NBA, MLB, and other professional athletes to protect themselves against securities fraud in light of the ongoing fraudulent schemes impacting athletes today.
Feb 17, 2022 10:00 am ET
New Morgan Stanley at Work Report Reveals Companies Reimagining Equity Compensation to Compete for Talent Amid “Great Resignation”
Morgan Stanley at Work today released new proprietary research revealing that amid the “Great Resignation,” equity compensation has become more critical for public and private companies competing for talent across the globe. To gain an edge, companies are rolling out creative solutions in their plan design to improve retention.
Feb 15, 2022 04:30 pm ET
Morgan Stanley Declares Dividends on Its Preferred Stock
Morgan Stanley today declared a regular dividend on the outstanding shares of each of the following preferred stock issues:
Feb 15, 2022 09:00 am ET
Morgan Stanley Selects 8 Startups for 7th Cohort of Multicultural Innovation Lab Supporting Diverse Founders
Morgan Stanley today announced the seventh cohort of the Multicultural Innovation Lab, an accelerator program for technology and technology-enabled startups in the post‐seed to Series B funding rounds. The program, now in its sixth year and with 59 total
Feb 03, 2022 04:37 pm ET
Sharon Yeshaya to Speak at the Credit Suisse Financial Services Forum
Sharon Yeshaya, Executive Vice President and Chief Financial Officer of Morgan Stanley, will speak at the Credit Suisse Financial Services Forum which will be held in Key Biscayne, Florida on Thursday, February 17, 2022 at 1:50 p.m. (ET).
Feb 03, 2022 12:00 pm ET
Morgan Stanley at Work Unveils Findings From Annual Stock Plan Participant Survey
Morgan Stanley at Work today released the findings from its annual Stock Plan Participant Survey. Building off the organization’s recent
Feb 01, 2022 04:30 pm ET
Morgan Stanley Schedules Quarterly Investor Conference Call
Morgan Stanley (NYSE: MS) will announce its first quarter 2022 financial results on Thursday, April 14, 2022, at approximately 7:30 a.m. (ET). A conference call to discuss the results will be held on April 14, 2022, at 8:30 a.m. (ET).
Feb 01, 2022 12:00 pm ET
Morgan Stanley Global Sports & Entertainment Continues Financial Education for College Football All-Stars in Partnership with Reese’s Senior Bowl
Morgan Stanley Global Sports & Entertainment (GSE), a division of Morgan Stanley Wealth Management dedicated to serving the unique needs of professional athletes and entertainers, remains the exclusive financial education partner of the Reese's Senior Bowl for the eighth consecutive year.
Jan 21, 2022 10:11 am ET
Thinking about trading options or stock in Netflix, Bank of America, AMC Entertainment, Exxon Mobil, or Morgan Stanley?
NEW YORK, Jan. 21, 2022 /PRNewswire/ -- InvestorsObserver issues critical PriceWatch Alerts for NFLX, BAC, AMC, XOM, and MS.
Jan 20, 2022 10:10 am ET
Thinking about trading options or stock in Advanced Micro Devices, Alcoa, Morgan Stanley, Micron Technology, or Apple?
NEW YORK, Jan. 20, 2022 /PRNewswire/ -- InvestorsObserver issues critical PriceWatch Alerts for AMD, AA, MS, MU, and AAPL.
Jan 19, 2022 11:00 am ET
Morgan Stanley Honored as One of Canada's Top Employers for Young People
Recognition reflects the firm's commitment to invest in new talent's skill and career development
Jan 19, 2022 08:31 am ET
Thinking about trading options or stock in Tesla, Fastenal, Morgan Stanley, Futu Holdings, or Deere & Company?
NEW YORK, Jan. 19, 2022 /PRNewswire/ -- InvestorsObserver issues critical PriceWatch Alerts for TSLA, FAST, MS, FUTU, and DE.
Jan 19, 2022 07:30 am ET
Morgan Stanley Fourth Quarter and Full Year 2021 Earnings Results
Morgan Stanley (NYSE: MS) today reported net revenues of $14.5 billion for the fourth quarter ended December 31, 2021 compared with $13.6 billion a year ago. Net income applicable to Morgan Stanley was $3.7 billion, or $2.01 per diluted share,1 compared with $3.4 billion, or $1.81 per diluted share,1 for the same period a year ago.
Jan 18, 2022 10:20 am ET
Morgan Stanley Appoints 199 New Managing Directors
Morgan Stanley has announced the appointment of 199 Managing Directors. The new Managing Directors are:
Dec 21, 2021 09:45 am ET
Thinking about trading options or stock in Nio, Apple, Morgan Stanley, Exxon Mobil, or American Airlines?
NEW YORK, Dec. 21, 2021 /PRNewswire/ -- InvestorsObserver issues critical PriceWatch Alerts for NIO, AAPL, MS, XOM, and AAL.
Dec 21, 2021 08:00 am ET
S&P 500 Buybacks Set A Record High
NEW YORK, Dec. 21, 2021 /PRNewswire/ -- S&P Dow Jones Indices ("S&P DJI") announced today preliminary S&P 500® stock buyback, or share repurchases, data for Q3 2021.
Dec 21, 2021 07:00 am ET
The Zone partners with Morgan Stanley Global Sports & Entertainment to promote Financial Wellness for Athletes
NEW YORK, Dec. 21, 2021 /PRNewswire/ -- The Zone, a mental wellness platform focused on athletes, announced today an agreement with leading global financial services firm, Morgan Stanley. The firm's Global Sports & Entertainment division will provide its financial tools and resources to integrate within The Zone's app allowing educational, interactive content and programming across the digital platform. This will enable The Zone's current and future member-athletes and institutions to obtain premier access to Morgan Stanley's financial education curriculum.
Dec 20, 2021 04:30 pm ET
Morgan Stanley Schedules Quarterly Investor Conference Call
Morgan Stanley (NYSE: MS) will announce its fourth quarter 2021 financial results on Wednesday, January 19, 2022, at approximately 7:30 a.m. (ET). A conference call to discuss the results will be held on January 19, 2022, at 8:30 a.m. (ET).
Dec 20, 2021 01:00 pm ET
Morgan Stanley Launches Initiative to Advance Equity in Education and Career Outcomes for Underrepresented Groups
Morgan Stanley today announced the launch of the Institute for Inclusion’s (IFI) Equity in Education and Career Consortium. Through collaboration with partner organizations, this initiative will support high school and college students so they can achieve stronger career and financial outcomes. Funded by an
Dec 15, 2021 04:30 pm ET
Morgan Stanley Declares Dividends on Its Preferred Stock
Morgan Stanley today declared a regular dividend on the outstanding shares of each of the following preferred stock issues:
Dec 15, 2021 11:09 am ET
Morgan Stanley Capital Partners Completes Sale of 24 Seven to New Continuation Investment Vehicle
Investment funds managed by Morgan Stanley Capital Partners (“MSCP”) today announced the sale of 24 Seven (“24 Seven” or the “Company”) to a single asset GP-led continuation investment vehicle managed by an affiliate of MSCP. The continuation fund is led by Glendower Capital with participation from other secondary investors including Pantheon.
Dec 13, 2021 10:00 am ET
Morgan Stanley and the Child Mind Institute Select Winners of “Machine Learning for Good” Hackathon
Morgan Stanley and the Child Mind Institute today announced the results of the judging from Morgan Stanley’s Machine Learning for Good Hackathon, which leveraged natural language processing (NLP) to analyze COVID-related mental health data. The resulting text analytic tool could lead to drastic improvements in data analysis and trend analysis going forward. With an automated platform, analyses can be performed in real time, allowing the linkage of qualitative to quantitative survey data and yielding valuable insight into ongoing public health crises.
Dec 09, 2021 12:07 pm ET
VIPSHOP DEADLINE ALERT: Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses Exceeding $100,000 In Vipshop To Contact Him Directly To Discuss
Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Goldman Sachs Group, Inc. and Morgan Stanley (“Goldman Sachs” “Morgan Stanley” or the “Companies”) (NYSE: GS, MS) and reminds investors of the...
Dec 09, 2021 12:01 pm ET
VIACOMCBS DEADLINE ALERT: Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses Exceeding $100,000 In ViacomCBS To Contact Him Directly To Dis
Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Goldman Sachs Group, Inc. and Morgan Stanley (“Goldman Sachs” “Morgan Stanley” or the “Companies”) (NYSE: GS, MS) and reminds investors of the...
Dec 09, 2021 11:51 am ET
IQIYI DEADLINE ALERT: Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses Exceeding $100,000 In IQIYI To Contact Him Directly To Discuss The
Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Goldman Sachs Group, Inc. and Morgan Stanley (“Goldman Sachs” “Morgan Stanley” or the “Companies”) (NYSE: GS, MS) and reminds investors of the...
Dec 09, 2021 11:46 am ET
TENCENT MUSIC ENTERTAINMENT GROUP DEADLINE ALERT: Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses Exceeding $100,000 In Tencent To Conta
Faruqi & Faruqi, LLP a leading national securities law firm, is investigating potential claims against Goldman Sachs Group, Inc. and Morgan Stanley (“Goldman Sachs” “Morgan Stanley” or the “Companies”) (NYSE: GS, MS) and reminds investors of the...
Dec 09, 2021 11:44 am ET
GAOTU TECHEDU INC. DEADLINE ALERT: Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses Exceeding $100,000 In Gaotu To Contact Him Directly T
Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Goldman Sachs Group, Inc. and Morgan Stanley (“Goldman Sachs” “Morgan Stanley” or the “Companies”) (NYSE: GS, MS) and reminds investors of the...
Dec 09, 2021 10:00 am ET
Morgan Stanley at Work Unveils Financial Wellness Findings From Inaugural State of the Workplace Financial Benefits Study
Morgan Stanley at Work today released the latest findings from its inaugural State of the Workplace Financial Benefits Study, highlighting the economic challenges that employees face amid the pandemic, as well as the evolving views on financial wellness benefits in the workplace.
Dec 08, 2021 08:30 am ET
Jason Rabbino Named Chief Executive Officer of Sila Heating & Air Conditioning
Sila Heating & Air Conditioning’s Board of Directors announced today that Jason Rabbino will be joining the company as Chief Executive Officer effective immediately. During his 30-year career, Jason has held numerous leadership roles in the Industrial, Business and Consumer Services sectors, most recently as EVP and Chief Commercial Officer of Towne Park.
Dec 07, 2021 06:00 am ET
New Thematic Investment Solutions to Target Social Impact
Laird Norton Wealth Management (LNWM), Calvert Research and Management (Calvert) and Parametric Portfolio Associates (Parametric) announced today that the three companies have created two new thematic investment solutions designed to address social...
Dec 01, 2021 09:00 am ET
Morgan Stanley Partners with Greenlight to Empower Families to Raise Financially-Smart Kids
Morgan Stanley today announced a partnership with Greenlight® Financial Technology, Inc. (“Greenlight”) to bring families an easy, convenient way to teach kids about personal finance. All Morgan Stanley CashPlus brokerage account holders can now sign up for a complimentary Greenlight subscription, complete with Greenlight debit cards for each child and a companion money app for the whole family.
Nov 30, 2021 10:00 am ET
Morgan Stanley at Work Unveils Equity Compensation Findings From Inaugural State of the Workplace Financial Benefits Study
Morgan Stanley at Work today released the latest findings from its inaugural State of the Workplace Financial Benefits Study focused on the financial benefits, perceptions and role of equity compensation among employers and employees in the workplace.
Nov 19, 2021 04:15 pm ET
Morgan Stanley Announces Redemption in Whole of Series H Preferred Stock and Depositary Shares Representing Series H Preferred Stock
Morgan Stanley today announced that it will redeem in whole its outstanding Fixed-to-Floating Rate Non-Cumulative Preferred Stock, Series H, liquidation preference $25,000 per share (61761J208) (the “Series H Preferred Stock”), and the depositary shares, each representing a 1/25th ownership interest in a share of Series H Preferred Stock (CUSIP 61761JQK8) (the “Series H Depositary Shares”), on January 18, 2022 pursuant to the optional redemption provisions provided in the documents governing such Series H Preferred Stock and Series H Depositary Shares. The redemption price per Series H Deposit
Nov 18, 2021 10:00 am ET
Morgan Stanley at Work Unveils Inaugural State of the Workplace Financial Benefits Study
Morgan Stanley at Work announced today the findings of its inaugural State of the Workplace Financial Benefits Study exploring the attitudes and mindsets of employees and employers concerning workplace financial benefits.
Nov 17, 2021 09:00 am ET
Morgan Stanley Announces “The Equity Collective” a Diversity-Driven Collaboration Between 23 Wealth and Asset Management Firms
Morgan Stanley today announced the launch of The Equity Collective, an industry leading group of Wealth Management and Asset Management businesses who have come together to educate, empower and develop the next generation of diverse leaders in the finance industry. The Equity Collective is composed of 23 members. Senior leaders across each member organization have agreed to participate in education and awareness events and initiatives in this multi-year commitment. Spearheaded by Morgan Stanley, members include American Century Investments, BNY Mellon Investment Management, Columbia Threadneed
Nov 11, 2021 05:02 pm ET
Morgan Stanley Wins 2021 MMI/Barron’s Industry Award for Wealth Manager Platform of the Year
Morgan Stanley announced today that the Firm has been honored as the Wealth Manager Platform of the Year in the 2021 Money Management Institute (MMI)/Barron’s Industry Awards.
Nov 10, 2021 04:30 pm ET
Erika James Elected to Morgan Stanley Board of Directors
Morgan Stanley (NYSE: MS) today announced that Erika James has been elected to the Company’s Board of Directors, effective January 1, 2022.
Nov 10, 2021 08:00 am ET
Morgan Stanley and American Express Introduce Exclusive Morgan Stanley Blue Cash Preferred® Card
Morgan Stanley and American Express today introduced the Morgan Stanley Blue Cash Preferred® American Express Card for clients with an eligible Morgan Stanley brokerage account. This Card gives Morgan Stanley clients access to the award-winning American Express cash back Card program plus
Nov 03, 2021 11:00 am ET
Morgan Stanley Announces 2030 Targets for Net-Zero Financed Emissions Commitment
Morgan Stanley (NYSE: MS) today announced new steps towards its commitment to reach net-zero financed emissions by 2050. Building on its commitment to finance $1tn towards the Sustainable Development Goals, including $750MM of financing to drive the climate transition, Morgan Stanley has set 2030 interim targets for three sectors: Auto Manufacturing, Energy and Power.
Oct 29, 2021 12:45 pm ET
Morgan Stanley Infrastructure Partners Completes Investment in SpecialtyCare
Investment funds managed by Morgan Stanley Infrastructure Partners (“MSIP”), a private infrastructure team within Morgan Stanley Investment Management, announced today that they have acquired SpecialtyCare, Inc. (“SpecialtyCare” or the “Company”) from Kohlberg & Company, LLC (“Kohlberg”).
Oct 28, 2021 04:30 pm ET
Daniel Simkowitz to Speak at the BofA Securities 2021 Banking and Financials Conference
Daniel Simkowitz, Head of Investment Management and Co-Head of Corporate Strategy at Morgan Stanley, will speak at the BofA Securities 2021 Banking and Financials Conference which will be held in a virtual format on Wednesday, November 10, 2021 at 8:50 a.m. (ET).
Oct 27, 2021 07:30 am ET
Morgan Stanley Sustainable Signals: U.S. Individual Investors Maintain Strong Interest in Sustainable Investing Despite COVID-19 Pandemic
Four in five U.S. individual investors remained focused on sustainable investing during the COVID-19 pandemic, with an all-time high of 99% interested among Millennials, according to a new survey published today by the Morgan Stanley Institute for Sustainable Investin
Oct 20, 2021 11:00 am ET
Morgan Stanley Survey: Pension Funds Are Leading the Way in Diversity-Based Investments, Yet Perceived Financial Trade-Off Creates Hurdles for Many Asset Owners
According to a new report and survey released by Morgan Stanley, while a large majority of pension funds say incorporating gender and racial diversity into investment decisions can be financially beneficial, more than half of asset owners broadly say they believe they must choose between financial gains and a d
Oct 18, 2021 10:00 am ET
Morgan Stanley Announces Sustainable Solutions Social Justice Innovation Awards
Morgan Stanley today announced the Sustainable Solutions Social Justice Innovation Awards – a new award program dedicated to identifying systemic solutions that advance social and racial justice and achieve inclusive economic opportunity in the United States. The Sustainable Solutions Social Justice Innovation Awards are part of the
Oct 14, 2021 01:37 pm ET
Lemor Development Group Receives Equity Investment from TruFund's Impact Developers Fund to Accelerate Growth
NEW YORK, Oct. 14, 2021 /PRNewswire/ -- TruFund Financial Services, Inc. ("TruFund"), a Community Development Financial Institution located in New York City today announced that it has made an equity investment in Lemor Development Group, LLC, a Black-owned real estate development firm headquartered in New York, NY that specializes in the development and management of affordable and workforce housing. The preferred equity investment will support critical aspects of Lemor's strategic growth plan, specifically allowing the firm to leverage increased liquidity, fund affordable/workforce housing
Oct 14, 2021 09:31 am ET
Thinking about trading options or stock in Taiwan Semiconductor, Morgan Stanley, Nike, Citigroup, or Silvergate Capital?
NEW YORK, Oct. 14, 2021 /PRNewswire/ -- InvestorsObserver issues critical PriceWatch Alerts for TSM, MS, NKE, C, and SI.
Oct 14, 2021 07:30 am ET
Morgan Stanley Third Quarter 2021 Earnings Results
Morgan Stanley (NYSE: MS) today reported net revenues of $14.8 billion for the third quarter ended September 30, 2021 compared with $11.7 billion a year ago. Net income applicable to Morgan Stanley was $3.7 billion, or $1.98 per diluted share,1 compared with net income of $2.7 billion, or $1.66 per diluted share,1 for the same period a year ago. The comparisons of current year results to prior periods were impacted by the acquisitions of E*TRADE Financial Corporation (“E*TRADE”), reported in the Wealth Management segment, and Eaton Vance Corp. (“Eaton Vance”
Oct 12, 2021 10:00 am ET
Exact Capital Group Receives Equity Investment from TruFund's Impact Developers Fund to Accelerate Growth
NEW YORK, Oct. 12, 2021 /PRNewswire/ -- TruFund Financial Services ("TruFund"), a Community Development Financial Institution located in New York City, today announced that it has made an equity investment in Exact Capital Group, LLC, a majority Black-owned real estate development firm headquartered in New York, NY that specializes in the development and management of affordable and mixed-use, residential, and commercial real estate. The preferred equity investment will support critical aspects of Exact Capital's strategic growth plan, specifically allowing the firm to continue with the deve
Oct 06, 2021 10:00 am ET
Morgan Stanley Alliance for Children's Mental Health Announces Five Winners of the Inaugural Innovation Awards
Morgan Stanley today announced the five winners of the inaugural Alliance for Children’s Mental Health Innovation Awards, its nationwide call to support transformative solutions that address adverse mental health outcomes for children and y
Oct 01, 2021 08:00 am ET
Morgan Stanley Capital Partners Completes the Sale of PPC Flexible Packaging
Investment funds managed by Morgan Stanley Capital Partners (“MSCP”) today announced the sale of PPC Flexible Packaging (“PPC” or the “Company”) to GTCR. As part of the transaction, PPC management will continue to lead the Company and retain a significant minority stake. Financial terms of the transaction were not disclosed.
Sep 28, 2021 09:00 am ET
Morgan Stanley Launches Family Legacy and Governance Institute to Guide Professionals in Driving Multi-Generational Success
Morgan Stanley Family Office Resources today announced the launch of The Morgan Stanley Family Legacy and Governance (FLAG) Institute, a virtual educational program designed specifically for professionals to address and implement family governance processes for wealth management clients in an effort to drive long-term success within families.
Sep 23, 2021 12:30 pm ET
Morgan Stanley Expansion Capital and Ally Bridge Group Lead $135 Million Investment in Elligo
Morgan Stanley Expansion Capital and Ally Bridge Group, today announced the firms have completed an investment in Elligo Health Research®, (“Elligo”), a healthcare-enabling research organization powered by the novel IntElligo® technology. The $135 million Series E financing also included participation from Norwest Venture Partners and all major existing investors, including Cerner, Hatteras Venture Partners, Noro-Moseley Partners, Piper Sandler Merchant Banking, Shumway Capital, and Syneos Health. In addition to funding the purchase of ClinEdge, this financing allows Elligo to invest fu
Sep 23, 2021 10:00 am ET
Sep 22, 2021 11:00 am ET
Morgan Stanley Code to Give Hackathon Provides Montreal Nonprofits DESTA, Fillactive and La Tablée des Chefs with Technology Solutions to Drive their Essential Community Work
After a challenging week of ideation, prototyping and programming, 18 teams of students and recent graduates from various Canadian universities completed the first Morgan Stanley Montreal Code to Give Hackathon. The competition provides local nonprofits with the technical solutions they need to pursue their mission and services. Winning solutions included networking solutions and apps with gamification elements to increase engagement and reach more people.
Sep 15, 2021 04:30 pm ET
Morgan Stanley Schedules Quarterly Investor Conference Call
Morgan Stanley (NYSE: MS) will announce its third quarter 2021 financial results on Thursday, October 14, 2021, at approximately 7:30 a.m. (ET). A conference call to discuss the results will be held on October 14, 2021, at 8:30 a.m. (ET).
Sep 13, 2021 10:00 am ET
Sep 09, 2021 08:30 am ET
Morgan Stanley Investment Management Raises $3.1 Billion for North Haven Real Estate Fund X Global
Morgan Stanley Real Estate Investing (“MSREI”), the private real estate investment arm of Morgan Stanley Investment Management, today announced it has raised ~$3.1 billion for North Haven Real Estate Fund X Global (“G10” or the “Fund”), exceeding its original fundraising target and surpassing the size of its predecessor fund, North Haven Real Estate Fund IX Global. G10 investors include a sophisticated group of public and private pension funds, sovereign wealth funds, insurance companies, and individuals from around the world, with over 80% of the institutional capital representing commitments
Sep 08, 2021 10:30 am ET
Educators Anticipate Student Mental Health Challenges to Impact School Year Ahead, According to a New Morgan Stanley Survey
High school educators expect that mental health issues will have a large impact on student learning this school year. Four in ten (41%) U.S. high school educators anticipate that both student anxiety about returning to in-person learning and students with pre-existing emotional or behavioral challenges experiencing exacerbated conditions will have “a lot” or “tremendous impact” on the quality of students' learning, according to a new survey released today by the Morgan Stanley Alliance for Children’s Mental Health (the “Alliance”). The
Aug 31, 2021 08:00 am ET
DirectBooks Welcomes Global Underwriter SMBC as 16th Sell-Side Member on the Platform
NEW YORK, Aug. 31, 2021 /PRNewswire/ -- DirectBooks, the capital markets consortium founded to optimize global financing markets, today announced that SMBC Nikko Securities America, Inc. (SMBC Nikko), a member of SMBC Group, one of the world's largest global financial institutions, has joined the DirectBooks platform. This addition increases the DirectBooks underwriter community to sixteen firms.
Aug 19, 2021 09:30 am ET
Morgan Stanley Selects 8 Startups for 6th Cohort of Multicultural Innovation Lab Supporting Diverse Founders
Morgan Stanley today announced the sixth cohort of the Multicultural Innovation Lab, an accelerator program for technology and technology-enabled startups in the post‐seed to Series B funding rounds. The program, now in its fifth year and with 51 total pa
Aug 18, 2021 04:30 pm ET
Jonathan Pruzan to Speak at the Barclays Global Financial Services Conference
Jonathan Pruzan, Chief Operating Officer of Morgan Stanley, will speak at the Barclays Global Financial Services Conference, which will be held in a virtual format on Tuesday, September 14, 2021, at 2:45 p.m. (ET).
Aug 16, 2021 04:30 pm ET
Morgan Stanley Declares Dividends on Its Preferred Stock
Morgan Stanley today declared a regular dividend on the outstanding shares of each of the following preferred stock issues:
Aug 11, 2021 10:08 am ET
Morgan Stanley Survey Reveals Nearly Half of U.S. Teens are Concerned About Experiencing Anxiety in Returning to Regular Activities
Nearly half (48%) of U.S. teens are concerned about experiencing social anxiety in transitioning back to “normal” life, according to a new survey released today by the Morgan Stanley Alliance for Children’s Mental Health (the “Alliance”). Th
Aug 04, 2021 08:00 am ET
Presidio Petroleum Closes Inaugural Issuance of Asset Backed Securities
Presidio Investment Holdings LLC (“Presidio Petroleum”, “Presidio”, or the “Company”), a portfolio company of Morgan Stanley Energy Partners, announced today that it has closed upon the issuance of term asset backed securities (the “Notes”) in a private placement transaction with a syndicate of U.S.-based institutional investors. The Notes are the largest single issuance of asset backed securities by an energy producer, the first such issuance to a syndicate of Note purchasers, and include two investment grade rated tranches. The Company plans to use the net proceeds of the issuance to acceler
Aug 03, 2021 07:29 am ET
Morgan Stanley Investment Management Raises $1.6 billion for North Haven Credit Partners III
Morgan Stanley Investment Management today announced that it has raised $1.6 billion for North Haven Credit Partners III (“NHCP III” or the “Fund”), exceeding its original fundraising target by 29%. Investors in NHCP III, the successor fund to North Haven Credit Partners II, include public and private pension funds, sovereign wealth funds, insurance companies and individual investors. The Fund, managed by the Morgan Stanley Private Credit team, will focus primarily on junior capital investments in private North American businesses including 2nd lien debt, mezzanine debt, preferred e
Jul 21, 2021 05:05 pm ET
Woodborn Partners Receives Equity Investment from TruFund's Impact Developers Fund for Project Development
NEW YORK, July 21, 2021 /PRNewswire/ -- TruFund Financial Services, Inc. ("TruFund"), a Community Development Financial Institution located in New York City today announced that it has made an equity investment in Woodborn Partners, LLC, a Black-owned real estate development firm headquartered in Detroit, MI. Woodborn Partners   specializes in financing, developing and operating mixed-income and affordable residential projects. The preferred equity investment will support critical aspects of Woodborn Partners' strategic growth plan, specifically allowing the firm to continue with the develop
Jul 21, 2021 10:00 am ET
Morgan Stanley at Work Creates Powerful Retirement Recordkeeper Value Proposition for Plan Sponsors Through Partnership with Vestwell
Morgan Stanley at Work today announced an innovative retirement partnership with Vestwell that delivers user-friendly digital solutions and favored pricing, helping reduce administrative workload, simplifying revenue and expense management and maximizing participant engagement.
Jul 20, 2021 09:00 am ET
Parametric Launches Tax Harvest Core Separately Managed Accounts
SEATTLE, July 20, 2021 /PRNewswire/ -- Parametric Portfolio Associates LLC (Parametric), the leading separately managed account (SMA) manager,1 today announced the launch of Parametric Tax Harvest Core, extending the range of tax-managed SMA solutions offered by Parametric to financial advisors and investors. Parametric Tax Harvest Core is designed to meet the needs of U.S. taxable investors with portfolios of $100,000 or above, a lower minimum than most tax-managed custom SMAs available today.
Jul 20, 2021 08:30 am ET
Morgan Stanley Capital Partners Completes Investment in Alliance Technical Group
Investment funds managed by Morgan Stanley Capital Partners (“MSCP”), the middle-market focused private equity team at Morgan Stanley Investment Management, have acquired a controlling interest in Alliance Technical Group (“Alliance” or the “Company”), from Align Capital Partners. MSCP is partnering with the current management team led by CEO Chris LeMay, who will continue to lead the business.
Jul 20, 2021 07:00 am ET
Nasdaq, SVB, Citi, Goldman Sachs, and Morgan Stanley Launch New Platform for Trading Private Company Stock
Nasdaq, SVB Financial Group (“SVB”), Citi, Goldman Sachs, and Morgan Stanley today announced a joint venture to establish an institutional-grade, centralized secondary trading venue for issuers, brokers, shareholders and prospective investors of...
Jul 15, 2021 07:30 am ET
Morgan Stanley Second Quarter 2021 Earnings Results
Morgan Stanley (NYSE: MS) today reported net revenues of $14.8 billion for the second quarter ended June 30, 2021 compared with $13.7 billion a year ago. Net income applicable to Morgan Stanley was $3.5 billion, or $1.85 per diluted share,1 compared with net income of $3.2 billion, or $1.96 per diluted share,1 for the same period a year ago. The comparisons of current year results to prior periods were impacted by the acquisitions of E*TRADE Financial Corporation (“E*TRADE”), reported in the Wealth Management segment, and Eaton Vance Corp. (“Eaton Vance”), r
Jul 13, 2021 10:35 am ET
Morgan Stanley Awards $21.7 Million to Opportunity Finance Network to Support Equitable Recovery in Underserved Communities and Bolster the CDFI Industry
Today, Morgan Stanley and Opportunity Finance Network (OFN) announced that Morgan Stanley has awarded $21.7 million in funding to support human capital and professional development for the Community Development Financial Institution (CDFI) network, and to make pass-through grants to CDFIs. OFN will make pass-through grants in amounts of $100,000 - $250,000 to eligible CDFIs with less than $25 million in assets. These grants are designed to help CDFIs increase their lending capacity to the communities they serve. Mission-driven CDFI grant recipients will support economic recovery and growth, es
Jun 29, 2021 09:31 am ET
Thinking about trading options or stock in Advanced Micro Devices, Morgan Stanley, Canadian Solar, Textron, or American Airlines?
NEW YORK, June 29, 2021 /PRNewswire/ -- InvestorsObserver issues critical PriceWatch Alerts for AMD, MS, CSIQ, TXT, and AAL.
Jun 28, 2021 04:31 pm ET
Morgan Stanley Announces 100% Increase of Its Quarterly Dividend from $0.35 to $0.70 Per Share and Authorization of the Repurchase of up to $12 Billion of Common Stock Over the Next 12 Months
Morgan Stanley (NYSE: MS) announced that it will double its quarterly common stock dividend to $0.70 per share from the current $0.35 per share, beginning with the common dividend expected to be declared by the Firm’s Board of Directors in the third quarter of 2021. In addition, the Firm announced a new increased repurchase authorization of outstanding common stock of up to $12 billion through June 30, 2022.
Jun 23, 2021 12:00 pm ET
Morgan Stanley Launches Next Level Fund in Partnership with Hearst, Microsoft and Walmart to Invest in Diverse Start-Ups
Morgan Stanley Investment Management (MSIM) and the Multicultural Strategy Group today announced it has launched Morgan Stanley Next Level Fund, L.P. (“Next Level” or the “Fund”). The Fund, part of MSIM’s Private Credit & Equity platform, will invest in primarily early-stage technology and technology-enabled companies with women or diverse members as part of the founding team from target sectors including technology, consumer/retail, financial technology, healthcare and media & entertainment. Investors in the strategy include the key inaugural corporate partners: Hearst, Microsoft and Walmart.
Jun 21, 2021 10:55 am ET
Thinking about trading options or stock in Raven Industries, Citigroup, United States Steel, NVIDIA, or Morgan Stanley?
NEW YORK, June 21, 2021 /PRNewswire/ -- InvestorsObserver issues critical PriceWatch Alerts for RAVN, C, X, NVDA, and MS.
Jun 17, 2021 12:00 pm ET
Morgan Stanley Announces $2 Million Grant to Feeding America ®
Morgan Stanley Foundation today announced a donation of $2.12 million to Feeding America®, including a $1.94 million grant to 28 member food banks across the United States to provide families with children the ability to choose from available foods or food boxes at pantries or program sites. The funds will provide a unique opportunity for local food banks to incorporate elements of choice to food distributions, while still maintaining safety protocols due to the coronavirus pandemic. The choice model provides more healthy options and ensures families have access to foods aligned with their pre
Jun 15, 2021 04:30 pm ET
Morgan Stanley Declares Quarterly Dividends on Its Preferred Stock
Morgan Stanley today declared a regular dividend on the outstanding shares of each of the following preferred stock issues:
Jun 10, 2021 03:26 pm ET
Morgan Stanley Donates $5 Million to 22 Hunger Relief Organizations Worldwide Through Move for Meals Campaign
Morgan Stanley today announced a donation of $5 million to 22 hunger relief organizations worldwide, equaling 50 million meals, as a result of its latest employee campaign: Move for Meals. From June 1-6, 15,086 employees in more than 533 cities around the world participated in the Move for Meals campaign, walking over 690 million steps to raise funds and awareness for global hunger.
Jun 09, 2021 10:00 am ET
Morgan Stanley Announces Inaugural Winners of the Sustainable Solutions Award and Collaborative
The Morgan Stanley Institute for Sustainable Investing (the Institute) today announced the inaugural cohort of its Sustainable Solutions Collaborative (the Collaborative), an initiative to identify breakthrough innovations that address system
Jun 08, 2021 11:00 am ET
Morgan Stanley Builds Digital Platform to Help Billion Oyster Project Speed Up Oyster Bed Growth
Billion Oyster Project (BOP) and Morgan Stanley (NYSE: MS) today announced BOP’s data collection efforts will now be powered by a brand new digital, cloud-based platform that will allow them to accelerate data collection and more effectively manage its efforts to restore and grow oyster beds in and around the New York Harbor area. The project’s goal is to scale to one billion oysters by 2035, which will help clarify the water, remove pollutants and restore marine habitats.
Jun 08, 2021 09:30 am ET
Morgan Stanley’s Portfolio Risk Platform Receives Additional Industry Recognition for Product Innovation
Morgan Stanley today announced that its Portfolio Risk Platform has once again been recognized for providing innovative risk management technology solutions and analytics that help its Financial Advisors mitigate risk in client portfolios. The Firm has received Aite Group’s 2021 Digital Wealth Management Impact Innovation Award in the category of Digital Client Engagement for its risk management capabilities.
May 27, 2021 01:00 pm ET
Center for Urban Families Team Wins Morgan Stanley’s Twelfth Annual U.S. Strategy Challenge
Morgan Stanley today announced that the Center for Urban Families team has won the twelfth annual U.S. Strategy Challenge, the Firm’s flagship pro bono program, which brings together rising talent to help nonprofit organizations solve strategic, mission critical challenges. Over the past eleven weeks, Morgan Stanley employees worked with leadership teams at six nonprofit organizations in a virtual capacity. They provided strategic recommendations to address the nonprofits’ mission-critical challenges, such as expansion and scaling, as well as critical opportunities to enhance efficiency and ef
May 26, 2021 04:30 pm ET
James Gorman and Andy Saperstein to Speak at the Annual Morgan Stanley U.S. Financials, Payments & CRE Conference
Andy Saperstein, Co-President of Morgan Stanley, will speak at the Annual Morgan Stanley U.S. Financials, Payments & CRE Conference which will be held in a virtual format on Monday, June 14, 2021 at 8:45 a.m. (ET).
May 26, 2021 08:30 am ET
Morgan Stanley Capital Partners Completes Investment in Sila Heating & Air Conditioning
Investment funds managed by Morgan Stanley Capital Partners (“MSCP”), the middle-market focused private equity team at Morgan Stanley Investment Management, have completed an investment in Sila Heating & Air Conditioning (“Sila” or the “Company”), from investment funds managed by Dubin Clark & Company, Inc. MSCP is partnering with the current management team led by CEO Lou Pellegrini, and founder, Jack Rothacker, who will continue to lead the business.
May 24, 2021 04:30 pm ET
Morgan Stanley Schedules Quarterly Investor Conference Call
Morgan Stanley (NYSE: MS) will announce its second quarter 2021 financial results on Thursday, July 15, 2021, at approximately 7:30 a.m. (ET). A conference call to discuss the results will be held on July 15, 2021, at 8:30 a.m. (ET).
May 21, 2021 04:15 pm ET
Morgan Stanley Announces Redemption of Cushing® MLP High Income Index Exchange Traded Notes
Morgan Stanley (NYSE: MS) announced today that it will redeem all of its outstanding Cushing® MLP High Income Index ETNs due March 21, 2031 with a CUSIP of 61760E846 (NYSE Arca: MLPY) (the “ETNs”). Morgan Stanley released today the call notice via The Depository Trust Company. The call settlement amount of the ETNs will be determined over a five index-business day period beginning on May 28, 2021 (the “call measurement period”) and will be paid to the investors on June 9, 2021, the third business day after the call measurement period. Accordingly, the last day of trading for each ETN is expect
May 21, 2021 08:30 am ET
Morgan Stanley Capital Partners Completes Investment in Nivel Parts & Manufacturing
Investment funds managed by Morgan Stanley Capital Partners (“MSCP”), the middle-market focused private equity team at Morgan Stanley Investment Management, have completed an investment in Nivel Parts & Manufacturing (“Nivel” or the “Company”), sold by funds managed by Kelso & Company. MSCP is partnering with the current management team led by Brent Moore, who will remain as CEO.
May 20, 2021 08:30 am ET
Morgan Stanley Announces Key Leadership Changes
Morgan Stanley (NYSE: MS) today announced that Ted Pick and Andy Saperstein have been named Co-Presidents of Morgan Stanley. Both executives are long-serving employees in key management positions, and both head world-class businesses with market leadership positions. Mr. Pick leads Morgan Stanley’s Institutional Securities business and will now also be responsible for Morgan Stanley’s international operations and become the Co-Head of Firm Strategy and Execution. Mr. Saperstein leads Morgan Stanley’s Wealth Management business and will now be responsible for all Wealth Management channels, inc
May 18, 2021 10:00 am ET
Morgan Stanley Wealth Management Launches Racial Equity Investing Tool Kit to Help Clients Integrate Diversity Criteria Within an Investment Portfolio
Morgan Stanley Wealth Management today announced the launch of a Racial Equity Investing Tool Kit as part of its Investing with Impact Platform. Investors will now have access to a range of investments and supporting resources to advance the goals of racial equity and social justice.
May 04, 2021 12:27 pm ET
Morgan Stanley Investment Management and CastleOak Securities, L.P. Debut New Share Class
Morgan Stanley Investment Management (”MSIM”) and CastleOak Securities, L.P. (“CastleOak”), an industry-leading, minority-owned, boutique investment bank are pleased to announce an expansion of their long-standing partnership by debuting two new co-branded share class offerings that provide clients an expanded menu of short-term cash investment services. As clients increasingly look to maximize their social impact, these two new products provide a solution that brings together CastleOak’s strong institutional relationships and Morgan Stanley’s unparalleled investment experience.
May 03, 2021 11:01 am ET
Morgan Stanley and Howard University Announce Inaugural Class of HBCU Scholars Program
Morgan Stanley and Howard University today announced the first cohort of students from Howard selected to participate in Morgan Stanley’s inaugural HBCU Scholars Program, an integrated program to support students at three Historically Black Colleges and Universities (HBCUs). Five outstanding f
Apr 28, 2021 11:00 am ET
Morgan Stanley and Morehouse College Announce Inaugural Class of HBCU Scholars Program
Morgan Stanley and Morehouse College today announced the first cohort of Morehouse students selected to participate in Morgan Stanley’s inaugural HBCU Scholars Program, an integrated initiative to support students at three Historically Black Colleges and Universities (HBCU). Five outstanding f
Apr 20, 2021 10:00 am ET
XRI is Preferred Water Service Provider for University Lands’ Southern Midland Basin
XRI Holdings, LLC (“XRI”), the leading full-cycle water management and water midstream company, announced today its 10-year preferred water service provider agreement with
Apr 16, 2021 07:30 am ET
Morgan Stanley First Quarter 2021 Earnings Results
Morgan Stanley (NYSE: MS) today reported net revenues of $15.7 billion for the first quarter ended March 31, 2021 compared with $9.8 billion a year ago. Net income applicable to Morgan Stanley was $4.1 billion, or $2.19 per diluted share,1 compared with net income of $1.7 billion, or $1.01 per diluted share,1 for the same period a year ago. The comparisons of current year results to prior periods were impacted by the acquisitions of Eaton Vance Corp. (“Eaton Vance”) completed on March 1, 2021, reported in the Investment Management segment and E*TRADE Financi
Apr 14, 2021 11:00 am ET
Morgan Stanley and Spelman College Announce Inaugural Class of HBCU Scholars Program
Morgan Stanley and Spelman College today announced its first cohort of students selected to participate in the inaugural HBCU Scholars Program, an integrated program to support students at three Historically Black Colleges and Universities (HBCU). Five outstanding first-year students have been
Apr 13, 2021 09:00 am ET
Morgan Stanley Announces Commitment to Mobilize $1Trillion to Support Sustainability Solutions by 2030, including $750 Billion of Low-Carbon Solutions
Morgan Stanley (NYSE: MS) today announced an updated commitment to mobilize $750 billion to support low-carbon solutions by 2030, following its initial commitment of $250 billion announced in 2018, representing a three-fold inc
Apr 12, 2021 09:07 pm ET
BeeBank & Brokerage Wins 2021 Kellogg-Morgan Stanley Sustainable Investing Challenge
Morgan Stanley’s Institute for Sustainable Investing and Kellogg School of Management at Northwestern University today announced that the BeeBank & Brokerage team was named the winner of the 2021 Kellogg-Morgan Stanley Sustainable Investing Challenge
Apr 12, 2021 10:00 am ET
BeeBank & Brokerage Wins 2021 Kellogg-Morgan Stanley Sustainable Investing Challenge
Morgan Stanley’s Institute for Sustainable Investing and Kellogg School of Management at Northwestern University today announced that the BeeBank & Brokerage team was named the winner of the 2021 Kellogg-Morgan Stanley Sustainable Investing Challenge
Apr 12, 2021 08:00 am ET
Morgan Stanley Announces Inaugural Alliance for Children’s Mental Health Innovation Awards
Today, Morgan Stanley announced the launch of its inaugural Alliance for Children’s Mental Health Innovation Awards, a nationwide call for nonprofits to submit transformative mental health solutions that will help improve the lives of children and young people. Through this initiative, the Morgan Stanley Alliance for Children’s Mental Health – composed of key leaders in the space – will award a total of $500,000 in grants and provide consulting and capital showcasing opportunities to selected U.S.-based 501(c)3 public charities that are actively working to address adverse mental health outcome
Mar 19, 2021 10:00 am ET
Report for Morgan Stanley at Work Shows Women Significantly Lag Men in Equity Compensation at Private Companies
Shareworks by Morgan Stanley, a leading equity plan management platform and division of Morgan Stanley at Work, today released a new report, Transparency 2021: Addressing Gaps in Equity Compensation, which was independently researched and authored by Rebel & Co, a third-party research and strategy agency. The report reveals that despite the focus on closing the gender pay gap, inequity at private companies persists in equity compensation plans with only 41% of women reported participation compared to 52% of male counterparts.
Mar 17, 2021 09:00 am ET
Morgan Stanley Strategy Challenge to Benefit 12 Nonprofit Organizations in the U.S. and UK
Morgan Stanley today announced the launch of the 2021 Strategy Challenge, the Firm’s flagship pro bono volunteer program. Over the next 11 weeks, teams of Morgan Stanley employees in New York and London will work virtually with leadership teams at 12 nonprofit organizations to provide strategic recomm
Mar 15, 2021 04:15 pm ET
Morgan Stanley Announces Redemption in Whole of Series J Preferred Stock and Depositary Shares Representing Series J Preferred Stock
Morgan Stanley today announced that it will redeem in whole its outstanding Fixed-to-Floating Rate Non-Cumulative Preferred Stock, Series J, liquidation preference $25,000 per share (617474309) (the “Series J Preferred Stock”), and the depositary shares, each representing a 1/25th ownership interest in a share of Series J Preferred Stock (CUSIP 617474AA9) (the “Series J Depositary Shares”), on April 15, 2021 pursuant to the optional redemption provisions provided in the documents governing such Series J Preferred Stock and Series J Depositary Shares. The redemption price per Series J Depositar
Mar 09, 2021 12:30 pm ET
Morgan Stanley’s Portfolio Risk Platform Wins Celent Model Wealth Manager 2021 Award for Products and Platforms
Morgan Stanley today announced that its Portfolio Risk Platform has won Celent’s Model Wealth Manager 2021 Award in the Products and Platforms category, honored for best practices of technology usage in different areas critical to success in wealth management.
Mar 03, 2021 04:30 pm ET
Franck Petitgas to Speak at the 17th Annual Morgan Stanley European Financials Conference
Franck Petitgas, Head of Morgan Stanley International, will speak at the 17th Annual Morgan Stanley European Financials Conference which will be held in a virtual format on Wednesday, March 17, 2021 at 11:00 a.m. GMT (7:00 a.m. ET).
Mar 02, 2021 10:00 am ET
Morgan Stanley Wealth Management Names 18 Women and Advocates to MAKERS Class of 2021
Morgan Stanley Wealth Management has recognized the achievements of 18 outstanding professionals as part of its partnership with MAKERS – a project dedicated to identifying and celebrating women of accomplishment across multiple fields along with the men who sponsor and champion women’s achievement.
Mar 01, 2021 09:00 am ET
Morgan Stanley Closes Acquisition of Eaton Vance
Morgan Stanley (NYSE: MS) announced today that it has completed the previously announced acquisition of Eaton Vance Corp. in a stock and cash transaction. Eaton Vance common stockholders were offered 0.5833 Morgan Stanley common shares and $28.25 per share in cash for each Eaton Vance common share, and had the opportunity to elect to receive the merger consideration all in cash or all in stock, subject to proration and adjustment. As provided under the merger agreement, Eaton Vance shareholders also received a special dividend of $4.25 per share, which was paid on December 18, 2020 to sharehol
Feb 24, 2021 08:00 am ET
Morgan Stanley Sustainable Reality Report Reveals U.S. Sustainable Funds Outperformed Traditional Funds by 4.3% in 2020
Sustainable investing funds outperformed traditional funds and reduced investment risk throughout 2020, according to a new Sustainable Reality study published today by the Morgan Stanley Institute for Sustainable Investing (The Institute). This analysis of
Feb 23, 2021 06:36 pm ET
Cleveland-Cliffs Set to Join S&P MidCap 400; WSFS Financial to Join S&P SmallCap 600
NEW YORK, Feb. 23, 2021 /PRNewswire/ -- S&P SmallCap 600 constituent Cleveland-Cliffs Inc. (NYSE: CLF) will replace Eaton Vance Corp. (NYSE: EV) in the S&P MidCap 400, and WSFS Financial Corp. (NASD: WSFS) will replace Cleveland-Cliffs in the S&P SmallCap 600 effective prior to the opening of trading on Monday, March 1. S&P 500/100 constituent Morgan Stanley (NYSE: MS) is acquiring Eaton Vance in a deal expected to be completed on or about that date pending final conditions.
Feb 23, 2021 05:56 pm ET
Results of Joint Special Meeting of Shareholders of Calvert Funds
WASHINGTON, Feb. 23, 2021 /PRNewswire/ -- In connection with the proposed acquisition of Eaton Vance Corp. (NYSE: EV) by Morgan Stanley (NYSE: MS) announced on October 8, 2020, shareholders of the Calvert funds (the "Funds") were asked to approve new investment advisory agreements and, where applicable, new investment sub-advisory agreements for the Funds at a joint special meeting of shareholders held on February 19, 2021 (the "Meeting").  The Funds are listed below.  At the Meeting, shareholders of each Fund approved a new investment advisory agreement and, where applicable, a new investme
Feb 23, 2021 03:01 pm ET
Results of Special Shareholder Meeting of Eaton Vance Floating-Rate 2022 Target Term Trust (EFL); Approval of Interim Agreements for Certain Other Closed-End Funds
BOSTON, Feb. 23, 2021 /PRNewswire/ -- In connection with the proposed acquisition of Eaton Vance Corp. (NYSE: EV) by Morgan Stanley (NYSE: MS) announced on October 8, 2020 (the "Transaction"), shareholders of Eaton Vance closed-end funds were asked to approve new investment advisory agreements with Eaton Vance Management ("EVM") and, where applicable, new investment sub-advisory agreements for the funds.  The Transaction is subject to the completion or waiver of customary closing conditions, and is expected to close on March 1, 2021.
Feb 23, 2021 09:30 am ET
Morgan Stanley to Transition Wilson Sonsini’s Capitalization Management Software to Shareworks
Morgan Stanley today announced that it has entered into an agreement with Wilson Sonsini Goodrich & Rosati, a premier provider of legal services to technology, life sciences, and growth enterprises worldwide. The agreement will enable privately-held companies currently using Wilson Sonsini’s proprietary capitalization management software to migrate to Morgan Stanley’s Shareworks by Morgan Stanley (“Shareworks”) capitalization and stock plan platform.
Feb 22, 2021 05:42 pm ET
Results of Joint Special Meeting of Shareholders of Eaton Vance Mutual Funds
BOSTON, Feb. 22, 2021 /PRNewswire/ -- In connection with the proposed acquisition of Eaton Vance Corp. (NYSE: EV) by Morgan Stanley (NYSE: MS) announced on October 8, 2020, shareholders of certain Eaton Vance mutual funds (each, a "Fund" and, collectively, the "Funds") were asked to approve new investment advisory agreements and, where applicable, new investment sub-advisory agreements for the Funds at a joint special meeting of shareholders held on February 18, 2021 (the "Meeting").
Feb 19, 2021 04:43 pm ET
Adjournment of Special Shareholder Meeting of Eaton Vance Floating-Rate 2022 Target Term Trust
BOSTON, Feb. 19, 2021 /PRNewswire/ -- In connection with the proposed acquisition of Eaton Vance Corp. (NYSE: EV) by Morgan Stanley (NYSE: MS) announced on October 8, 2020, shareholders of Eaton Vance Floating-Rate 2022 Target Term Trust (NYSE: EFL) (the "Fund") were asked to approve a new investment advisory agreement for the Fund at a special meeting of shareholders held on February 19, 2021 (the "Meeting").
Feb 19, 2021 04:05 pm ET
Morgan Stanley’s Acquisition of Eaton Vance Currently Expected to Close March 1, 2021
Morgan Stanley (NYSE: MS) and Eaton Vance Corp. (NYSE: EV) announced today that the companies currently expect to complete Morgan Stanley’s acquisition of Eaton Vance on March 1, 2021 pursuant to the merger agreement dated as of October 7, 2020 (the “Merger Agreement”). Completion of the transaction remains subject to customary closing conditions.
Feb 18, 2021 12:30 pm ET
Morgan Stanley Wealth Management Teams with Barron’s in Education to Sponsor Access to Critical Financial Tools for Historically Black Colleges and Universities
Morgan Stanley Wealth Management today announced a new initiative in their ongoing commitment to Historically Black Colleges and Universities (HBCUs). By pledging to sponsor the Barron’s in Education program, all students at 14 HBCUs will gain access to Barron’s digital subscriptions, including Barron’s magazine, as well as numerous experiential learning opportunities. Morgan Stanley will be providing valuable information, access and tools to the schools’ diverse student bodies.
Feb 17, 2021 04:30 pm ET
Morgan Stanley Schedules Quarterly Investor Conference Call
Morgan Stanley (NYSE: MS) will announce its first quarter 2021 financial results on Friday, April 16, 2021, at approximately 7:30 a.m. (ET). A conference call to discuss the results will be held on April 16, 2021, at 8:30 a.m. (ET).
Feb 16, 2021 04:30 pm ET
Morgan Stanley Declares Dividends on Its Preferred Stock
Morgan Stanley today declared a regular dividend on the outstanding shares of each of the following preferred stock issues:
Feb 16, 2021 03:01 pm ET
Certain Eaton Vance Closed-End Funds Announce Adjournment of Joint Special Shareholder Meeting
BOSTON, Feb. 16, 2021 /PRNewswire/ -- In connection with the proposed acquisition of Eaton Vance Corp. (NYSE: EV) by Morgan Stanley (NYSE: MS) announced on October 8, 2020, shareholders of Eaton Vance Floating-Rate Income Trust (NYSE: EFT), Eaton Vance New York Municipal Income Trust (NYSE American: EVY) and Eaton Vance Senior Floating-Rate Trust (NYSE: EFR) (each, a "Fund" and, collectively, the "Funds") were asked to approve new investment advisory agreements for the Funds at a joint special meeting of shareholders held on February 5, 2021 (the "Meeting").
Feb 16, 2021 08:00 am ET
Morgan Stanley Selects 11 Startups for 5th Cohort of Multicultural Innovation Lab Supporting Diverse Founders
Morgan Stanley today announced the fifth cohort of the Multicultural Innovation Lab, an accelerator program for technology and technology-enabled start-ups in the post‐seed to Series B funding rounds. The program, now in its fifth year and with 43 total p
Feb 11, 2021 04:30 pm ET
Jonathan Pruzan to Speak at the Credit Suisse Financial Services Forum
Jonathan Pruzan, Executive Vice President and Chief Financial Officer of Morgan Stanley, will speak at the Credit Suisse Financial Services Forum which will be held in a virtual format on Thursday, February 25, 2021, at 8:00 a.m. (ET).
Feb 10, 2021 07:00 am ET
RBC Capital Markets Joins DirectBooks
NEW YORK, Feb. 10, 2021 /PRNewswire/ -- DirectBooks™, the capital markets consortium founded to optimize global financing markets, today announced that RBC Capital Markets has joined the DirectBooks platform. Addressing inefficiencies in the marketplace across multiple communication channels, DirectBooks is simplifying the primary issuance process through the use of structured data and streamlined communications.
Feb 08, 2021 09:30 am ET
Morgan Stanley Alternative Investment Partners Completes Investment Alongside RunTide Capital in Axispoint Technology Solutions Group
Investment funds managed by Morgan Stanley AIP Private Markets Secondaries Team, an investment team within Morgan Stanley Investment Management, announced today that they have completed an investment in Axispoint Technology Solutions Group (“ATSG” or the “Company”) through a transformational secondary partnership with RunTide Capital (“RunTide” or the “GP”).

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