Launch of online investing platform is part of Morgan Stanley’s
enhanced offering of digital tools to help investors meet financial
goals
Morgan Stanley Wealth Management today announced the launch of
Morgan Stanley Access Investing. The new online investing platform
is part of Morgan Stanley’s ongoing efforts to develop leading
digital tools that can deliver the firm’s human capital and
insights to more clients, with greater efficiency and
personalization.
Access Investing is an online investing platform designed to
help build, monitor, and automatically rebalance a diversified
portfolio. Building on the firm’s proprietary Goals-Based Wealth
Management technology, Access Investing is designed to help
investors who have less complex needs meet their unique financial
goals – whether they are saving for retirement, buying a new car or
purchasing a home – all while accounting for their time horizon and
risk tolerance. Additionally, Access Investing allows Morgan
Stanley’s financial advisors to expand their reach and nurture
future clients by building a pipeline to the next generation of
high net worth clients.
“Morgan Stanley Access Investing leverages the firm’s
intellectual capital to reach a broader audience of investors who
are looking to achieve their financial goals,” commented Naureen
Hassan, Chief Digital Officer, Morgan Stanley Wealth Management.
“Morgan Stanley Access Investing is an opportunity for financial
advisors to grow their book of business by making connections with
prospects earlier and eventually establishing full service
relationships when clients are ready.”
“We built Morgan Stanley Access Investing using our industry
state–of-the-art goals-based advisory platform,” said Chris
Randazzo, Chief Information Officer for Wealth Management and
Investment Management, Morgan Stanley. “We also used this
opportunity to optimize our technology foundation, delivering
broader benefits across our business and empowering us to release
product innovations faster.”
Built entirely in house, Access Investing provides investors
access to easy-to-use, low cost, high quality portfolios backed by
the investment expertise of Morgan Stanley. Portfolios are based on
asset allocation insights from Morgan Stanley’s Global Investment
Committee. They range across a core portfolio of mutual funds and
exchange-traded funds (ETFs)—combining elements of active and
passive management—an ETF-only market tracking portfolio, and seven
thematic portfolios. Sample themes include sustainability, gender
diversity, next wave technology and emerging market trends.
Morgan Stanley studies have shown that 86 percent of Millennials
– broadly defined as those born between the early 1980s and 2000 –
say they are interested in socially responsible investing.
Millennials are also twice as likely to invest in a fund if social
responsibility is part of the value-creation thesis.
“Our analysis has shown that the next generation of high net
worth individuals is looking for more than traditional portfolio
allocation. By offering a diverse set of portfolios, we are
enabling our clients to invest in what they believe,” said Lisa
Shalett, Head of Investment and Portfolio Solutions, Morgan Stanley
Wealth Management. “Morgan Stanley Access Investing portfolios are
backed by the same proprietary manager selection analytics used
throughout the firm, which we believe may improve the odds of
adding performance value for the end investor.”
Key features for Morgan Stanley Access Investing include:
- A dynamic, goals-based approach powered
by Morgan Stanley’s proprietary technology
- Portfolios guided by Morgan Stanley’s
investment experts, composed of mutual funds and ETFs, featuring a
blend of active and passive investment strategies
- Cutting-edge portfolio management
technology, including automated rebalancing and tax-loss harvesting
at no additional charge
- Simple online account opening,
servicing and funding options, including mobile check deposit
- A fully mobile-optimized experience,
allowing investors to access accounts across all devices
- An investment minimum of only
$5,000
- A low advisory fee of 0.35% of assets
under management
- No additional account service,
transaction or termination fees. For all investments in mutual
funds and ETFs, the client will incur fees and expenses related to
owning shares of a fund. These will be in addition to and will not
be included in the advisory fee.
About Morgan Stanley
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, wealth management
and investment management services. With offices in more than 42
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.
MORGAN STANLEY ACCESS INVESTING (MSAI)
Access Investing is a firm discretion investment advisory
program. While Financial Advisors may have limited visibility into
their client’s Access Investing accounts, Financial Advisors may
not provide advice with respect to the account or the investments.
Additional information about the Morgan Stanley Access Investing
program, including a description of the core portfolios and the
thematic tilts, is provided in the applicable Morgan Stanley Smith
Barney LLC ADV Brochure, which is available at
www.morganstanley.com/ADV.
This material has been prepared for informational purposes only
and is not an offer to buy or sell or a solicitation of any offer
to buy or sell any security or instrument, or to participate in any
trading strategy. Morgan Stanley does not provide legal, tax or
accounting advice. In light of the foregoing, we strongly recommend
that you consult your tax and/or legal advisors in connection with
this material and any withdrawals that you make from your
portfolio.
The Global Investment Committee is a group of seasoned
investment professionals who meet regularly to discuss the global
economy and markets. The committee determines the investment
outlook that guides our advice to clients. They continually monitor
developing economic and market conditions, review tactical outlooks
and recommend model portfolio weightings, as well as produce a
suite of strategy, analysis, commentary, portfolio positioning
suggestions and other reports and broadcasts.
Investors should carefully consider the investment objectives,
risks, charges and expenses of a mutual fund or exchange traded
fund before investing. The prospectus contains this and other
information about the mutual fund or exchange-traded fund. To
obtain a prospectus, contact your Financial Advisor or visit the
fund company’s website. Please read the prospectus carefully before
investing.
Investing in the markets entails the risk of market volatility.
The value of all types of investments, including mutual funds and
exchange-traded funds, may increase or decrease over varying time
periods. Investments are not FDIC insured or bank guaranteed, and
investors may lose money.
Asset allocation, diversification and rebalancing do not assure
a profit or protect against loss. There may be a potential tax
implication with a rebalancing strategy. Please consult your tax
advisor before implementing such a strategy.
An investment in an exchange-traded fund involves risks similar
to those of investing in a broadly based portfolio of equity
securities traded on exchange in the relevant securities market,
such as market fluctuations caused by such factors as economic and
political developments, changes in interest rates and perceived
trends in stock prices. The investment return and principal value
of ETF investments will fluctuate, so that an investor's ETF
shares, if or when sold, may be worth more or less than the
original cost.
Portfolios that invest a large percentage of assets in only one
industry sector (or in only a few sectors) are more vulnerable to
price fluctuation than those that diversify among a broad range of
sectors.
The returns on a portfolio consisting primarily of
environmental, social, and governance-aware investments (“ESG”) may
be lower or higher than a portfolio that is more diversified or
where decisions are based solely on investment considerations.
Because ESG criteria exclude some investments, investors may not be
able to take advantage of the same opportunities or market trends
as investors that do not use such criteria.
Morgan Stanley Smith Barney LLC is a registered
Broker/Dealer, Member SIPC, and not a bank. Where appropriate,
Morgan Stanley Smith Barney LLC has entered into arrangements with
banks and other third parties to assist in offering certain banking
related products and services.
Investment, insurance and annuity products offered through
Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE
VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY
ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley Access Investing ® is a registered service mark
of Morgan Stanley Smith Barney LLC.
©2017 Morgan Stanley Smith Barney LLC. Member SIPC.
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Media Relations:Morgan Stanley Wealth ManagementMargaret Draper,
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