Morgan Stanley Wins Three Industry Awards from Money Management Institute & Barron’s for Innovation in Investment Advisory ...
October 23 2019 - 11:00AM
Business Wire
Modern Wealth Platform (WealthDesk), Portfolio Risk Platform and
Morgan Stanley Impact Quotient are cited
Morgan Stanley today announced that it has won three industry
awards from the Money Management Institute (MMI) and Barron’s. The
awards include Sponsor Platform of the Year for Morgan Stanley’s
Modern Wealth Platform (WealthDesk); Digital Innovation for Morgan
Stanley’s Portfolio Risk Platform; and Sustainable Investing for
Morgan Stanley Impact Quotient™.
The Sponsor Platform of the Year category honors a sponsor
platform that exemplifies innovations that potentially deliver
better outcomes for investors and Financial Advisors. Morgan
Stanley’s Modern Wealth Platform (WealthDesk) offers a
comprehensive technology platform that leverages the Firm’s
investment advice and solutions to enable Financial Advisors to
deliver a repeatable, customized, dynamic wealth strategy to help
clients achieve their financial goals. Wealth Desk provides
Financial Advisors with one dashboard for all of their financial
planning, advice and implementation tasks.
The Digital Innovation category honors a new technological
innovation (or specific enhancement to an existing platform or
tool) that enhances the investor or Financial Advisor experience
with advisory solutions. Morgan Stanley’s Portfolio Risk Platform
and the risk analytic integrations into their proprietary platform
applications, help Financial Advisors leverage dynamic risk
insights in real time across thousands of risk factors. Built in
partnership with BlackRock’s Aladdin, Financial Advisors are able
to instantly analyze an entire book of business, including assets
held away, that enhances their risk advice with clients and ongoing
investment management decisions at Morgan Stanley.
The Sustainable Investing category honors programs that support
awareness and adoption of sustainable and ESG investing. Morgan
Stanley Impact Quotient (Morgan Stanley IQ), launched in July, is a
powerful analytical tool that helps investors gain insight into the
alignment of their investment portfolios with over 100+
environmental and social impact objectives and provides
transparency across three distinct dimensions of impact: exposure,
alignment and activation.
“We would like to thank MMI and Barron’s for this recognition
that underscores the value that our investments in tools, resources
and technology are having for our clients and Financial Advisors,”
said Andy Saperstein, Head of Morgan Stanley Wealth Management.
Established in 1997, MMI is the industry association
representing financial services firms that provide financial advice
and investment advisory solutions to individual and institutional
investors. Now in their eleventh year, the Industry Awards
recognize innovation and achievement in the investment solutions
industry.
Morgan Stanley Wealth Management, a global leader, provides
access to a wide range of products and services to individuals,
businesses and institutions, including brokerage and investment
advisory services, financial and wealth planning, cash management
and lending products and services, annuities and insurance,
retirement and trust services.
Morgan Stanley (NYSE: MS) is a leading global financial services
firm providing investment banking, securities, investment
management and wealth management services. With offices in more
than 41 countries, the Firm's employees serve clients worldwide
including corporations, governments, institutions and individuals.
For more information about Morgan Stanley, please visit
www.morganstanley.com.
The assumptions used in Morgan Stanley’s Portfolio Risk Platform
incorporate portfolio risk and scenario analysis employed by
BlackRock Solutions (“BRS”), a financial technology and risk
analytics provider that is independent of Morgan Stanley. BRS’ role
is limited to providing risk analytics to Morgan Stanley, and BRS
is not acting as a broker-dealer or investment adviser nor does it
provide investment advice with respect to a Portfolio Risk Platform
report. Morgan Stanley has validated and adopted the analytical
conclusions of these risk models.
Nominations for the 2019 MMI/Barron’s Industry Awards were
submitted in an open nomination process, and finalists were
selected by a special review committee representing all segments of
MMI’s membership. MMI member firms vote to determine the winners in
each category.
© 2019 Morgan Stanley Smith Barney LLC. Member SIPC.
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version on businesswire.com: https://www.businesswire.com/news/home/20191023005166/en/
Media Relations: Christine Jockle, 914.225.6827,
Christine.Jockle@morganstanley.com
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