Recent News About Morgan Stanley

Financial Services | Banks & Credit Unions


Morgan Stanley wins two awards at MMI/Barron's Industry Awards

Morgan Stanley has announced its receipt of two awards from the Money Management Institute (MMI) and Barron's for 2024.

Ted Pick appointed as chairman of Morgan Stanley effective January 2025

Morgan Stanley has announced that Ted Pick, the current Chief Executive Officer, will assume the role of Chairman starting January 1, 2025. This decision was made by the company's Board of Directors.

Morgan Stanley launches AI-powered research assistant for investment banking

Morgan Stanley has introduced AskResearchGPT, a generative AI-based assistant designed to aid its Investment Banking, Sales & Trading, and Research teams. This tool is intended to streamline the process of accessing and summarizing data from Morgan Stanley's extensive research library, which includes over 70,000 proprietary reports published each year.

Morgan Stanley raises $2 billion for North Haven Tactical Value II Fund

Morgan Stanley Investment Management has successfully closed its North Haven Tactical Value II Fund LP and affiliated funds, raising approximately $2 billion in committed capital. This marks a nearly 50 percent increase over the predecessor fund, NHTV I. The new fund aims to offer credit, hybrid, and non-control equity investments in high-quality companies across various sectors and geographies. It attracts both institutional investors and qualified individual investors.

Plan sponsors increasingly rely on consultants amid complex financial landscape

Morgan Stanley has released the findings of its 2024 Retirement Plan Survey, highlighting changing attitudes and strategies among 401(k) plan sponsors. The survey reflects a growing reliance on consultants to navigate the complexities of retirement planning.

Morgan Stanley sets dates for discussing quarterly financials in early morning calls

Morgan Stanley has announced the schedule for its quarterly investor conference calls to discuss financial results for the fourth quarter and full-year 2024, as well as the first three quarters of 2025.

Morgan Stanley survey shows cautious optimism amid market volatility

Morgan Stanley Wealth Management has released the findings of its latest quarterly retail investor pulse survey, highlighting a cautious optimism among investors despite short-term market volatility. The survey reveals that while 59% of investors remain bullish, this figure has decreased by two percentage points from the previous quarter due to concerns over the US election and geopolitical tensions.

Morgan Stanley's Portfolio Risk Platform wins innovation award from Datos Insights

Morgan Stanley has announced that its Portfolio Risk Platform has been recognized by Datos Insights as a winner of the 2024 Digital Wealth Management Impact Innovation award for Advisor Enablement. This award highlights excellence and innovation in enabling wealth managers to better serve their clients.

Morgan Stanley announces conference call for Q3 results on October 16

Morgan Stanley is set to discuss its third-quarter results for 2024 in a conference call scheduled for October 16, 2024, at 8:30 a.m. Eastern Time. The financial institution has made provisions for both live and on-demand versions of the webcast, which will be accessible through its website in the Investor Relations section.

E*TRADE releases monthly sector rotation study on S&P 500

E*TRADE from Morgan Stanley has published its monthly sector rotation study, which analyzes the buying and selling behavior of its customers in relation to stocks within the S&P 500 sectors. This data provides insights into customer trends based on notional net percentage buy/sell activity.

Morgan Stanley closes $750M climate-focused private equity fund

Morgan Stanley Investment Management (MSIM) has finalized the 1GT climate private equity fund, securing $750 million in equity capital commitments. The 1GT fund focuses on growth-oriented investments in North American and European companies with the goal of avoiding or removing one gigaton of carbon dioxide-equivalent (CO2e) emissions from the atmosphere by 2050. Leading institutions from Europe, Japan, and North America participated in this investor group.

Morgan Stanley announces 2024 cohort of inclusive ventures lab

Morgan Stanley announced the 2024 global cohort of the Inclusive Ventures Lab, comprising 25 companies selected from the Americas and Europe, the Middle East, and Africa (EMEA). The five-month accelerator program aims to support technology and technology-enabled startups in their seed to Series A funding stages.

E*Trade releases monthly sector rotation study based on S&P 500 stock behavior

E*TRADE from Morgan Stanley today released data from its monthly sector rotation study, based on the E*TRADE customer notional net percentage buy/sell behavior for stocks that comprise the S&P 500 sectors.

Morgan Stanley declares dividends on multiple preferred stock series

Morgan Stanley today declared a regular dividend on the outstanding shares of several preferred stock issues.

Dan Simkowitz to speak at Barclays Global Financial Services Conference

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

E*Trade releases latest sector rotation study based on S&P 500 behavior

E*TRADE from Morgan Stanley today released the data from its monthly sector rotation study, based on the E*TRADE customer notional net percentage buy/sell behavior for stocks that comprise the S&P 500 sectors.

Morgan Stanley launches new digital experience for financial benefits participants

Morgan Stanley at Work has introduced a new pre-login digital website experience aimed at benefits participants, emphasizing benefits education. This initiative addresses the sentiment of 85% of employees and 96% of HR leaders who believe companies should better assist employees in maximizing their benefits.

Morgan Stanley Capital Partners acquires American Restoration

Investment funds managed by Morgan Stanley Capital Partners (MSCP), the middle-market focused private equity team at Morgan Stanley Investment Management, have acquired American Restoration, a provider of residential and commercial property mitigation and restoration services. MSCP is partnering with the current management team led by CEO Dan Tarantin, who will continue to lead the business.

Morgan Stanley survey shows mixed sentiment amid high markets and inflation concerns

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

Morgan Stanley announces second quarter results for 2024

Morgan Stanley has announced its second quarter results for 2024. A conference call to discuss the outcomes will be held on July 16, 2024, at 9:30 a.m. (ET). Both live and on-demand versions of the webcast will be available in the Investor Relations section of Morgan Stanley's website.