Morgan Stanley - Complete Company Profile

Morgan Stanley is a Finance company. Morgan Stanley is a global financial services firm that helps individuals, families, institutions, and governments raise, manage, and distribute the capital they need to achieve their goals. The company provides a range of services, including wealth management, investment banking, sales and trading, research, and investment management. Morgan Stanley offers 8 products: Sustainable Investing, Morgan Stanley at Work, Inclusive & Sustainable Ventures, Wealth Management, E*TRADE from Morgan Stanley, Sales & Trading, Investment Management, Investment Banking & Capital Markets.

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Morgan Stanley

Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.

Morgan Stanley is a global financial services firm that helps individuals, families, institutions, and governments raise, manage, and distribute the capital they need to achieve their goals. The company provides a range of services, including wealth management, investment banking, sales and trading, research, and investment management.

"Lead with exceptional ideas."

About Morgan Stanley

Morgan Stanley is a Finance company serving global markets. Morgan Stanley is a global financial services firm that helps individuals, families, institutions, and governments raise, manage, and distribute the capital they need to achieve their goals. The company provides a range of services, including wealth management, investment banking, sales and trading, research, and investment management.

Company Details

Niche

Finance

What Morgan Stanley Offers

8 products and services

Sustainable Investing

Morgan Stanley's Sustainable Investing offering provides clients with scalable investment products, innovative solutions, and actionable insights across sustainability issues. The...

Scalable investment products with sustainability features
Comprehensive suite of offerings through the Investing with Impact Platform

Morgan Stanley at Work

Morgan Stanley at Work delivers workplace financial benefits, providing companies and their employees with powerful tools, guidance, and education to...

Equity Solutions (for private and public companies): administration, liquidity, 409A valuation, financial reporting, global intelligence
Retirement Solutions: defined contribution consulting, small business retirement plans, fiduciary investment oversight

Inclusive & Sustainable Ventures

Morgan Stanley Inclusive & Sustainable Ventures (MSISV) provides early-stage innovators with access to capital and resources to help them develop...

Two in-house accelerator programs: the Lab (for startups) and the Collaborative (for nonprofits)
Equity investment or grant of $250,000 (or £250,000 for London-based Lab participants)

Wealth Management

Morgan Stanley Wealth Management helps people, businesses, and institutions build, preserve, and manage wealth so they can pursue their financial...

Dedicated Financial Advisor: Ongoing, comprehensive planning and management
Virtual Advisor: Phone-based advice for key life stages and events

E*TRADE from Morgan Stanley

E*TRADE from Morgan Stanley is an easy-to-use online investing and trading platform that now includes expert research and insights from...

Brokerage accounts for investing and trading in stocks, mutual funds, ETFs, bonds, options, and more
IRA accounts (Roth, Traditional, Rollover) with tax advantages for retirement

Sales & Trading

Global institutions, leading hedge funds and industry innovators turn to Morgan Stanley for sales, trading and market-making services. The firm...

Cash Equities: Execution of transactions in common stocks, global depository receipts, and exchange-traded funds
Equity Derivatives: Execution services and solutions for equity options, equity swaps, warrants, structured notes, and futures

Investment Management

At Morgan Stanley Investment Management, our goal is to provide strong long-term performance to a diverse client base of governments,...

Active investment strategies
Alternative investments

Investment Banking & Capital Markets

Corporations, organizations and governments around the world rely on Morgan Stanley’s reputation as a global leader in investment banking. Our...

Advisory services for mergers, acquisitions, and restructurings
Capital-raising through public and private placements

Company Information

Enriched company details and information

Lead with exceptional ideas.

Description

Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.

What They Do

Morgan Stanley provides a broad range of financial services, including wealth management, investment banking, and capital markets.

Who They Serve

Individuals, families, institutions, and governments.

Key Value Propositions

Expertise in wealth management
Global investment banking
Comprehensive financial services

Target Customers

Individuals
Families
Institutions
Governments

Industries Served

Finance
Investment
Wealth Management
Capital Markets

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At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.

Products & Offerings

Detailed information about Morgan Stanley's products and services. Each offering is enriched with AI-powered insights to help you understand capabilities, features, and use cases.

Sustainable Investing

Morgan Stanley offers a comprehensive approach to sustainable investing, helping clients achieve their sustainability goals through capital allocation, investment products, and advisory services. The firm operates sustainably and reports on its global progress, striving to bring positive impact to the environment and society.

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Product Overview

Morgan Stanley's Sustainable Investing offering provides clients with scalable investment products, innovative solutions, and actionable insights across sustainability issues. The firm aims to accelerate sustainable finance and capture new opportunities that bring positive long-term results to clients, shareholders, the environment, and society. Sustainable Investing is integrated across all business segments, including Institutional Securities, Wealth Management, and Investment Management, with a target to mobilize $1 trillion for sustainable solutions by 2030.

Detailed Description

Morgan Stanley offers a comprehensive approach to sustainable investing, helping clients achieve their sustainability goals through capital allocation, investment products, and advisory services. The firm operates sustainably and reports on its global progress, striving to bring positive impact to the environment and society.

Key Features

  • Scalable investment products with sustainability features
  • Comprehensive suite of offerings through the Investing with Impact Platform
  • Portfolio solutions, thought leadership, and analytics tools
  • Sustainable finance expertise across Institutional Securities, Wealth Management, and Investment Management
  • Annual sustainability reporting and transparent progress metrics
  • Institute for Sustainable Investing to accelerate adoption of sustainable strategies

Key Benefits

  • Access to a broad range of sustainability-related investment products and solutions
  • Ability to align portfolios with sustainability preferences while striving for competitive performance
  • Expertise in sustainable finance and innovative advisory services
  • Support for clients' transition and decarbonization objectives
  • Contribution to positive environmental and social outcomes
Documentation
View Documentation
Who Is It For
  • Individual investors
  • Institutional investors
  • Corporations
  • Governments
Detailed Sections
Sustainability at Morgan Stanley

We raise, manage and allocate capital to help our clients achieve their sustainability goals. Morgan Stanley aims to operate sustainably, and we report our global progress. Across all of our businesses, we strive to accelerate sustainable finance and capture new opportunities that aim to bring positive long-term results, not only to clients and shareholders, but to the environment and society.

Sustainability Publications

The Morgan Stanley Sustainability Report provides an annual overview of our firm’s approach to and performance on sustainability topics.

Sustainable Finance

Morgan Stanley strives to be a leader in sustainable finance. We offer a broader range of sustainability-related products and solutions to our clients across our three business segments - Institutional Securities, Wealth Management and Investment Management. Each contributes to our sustainable finance target of mobilizing $1 trillion for sustainable solutions by 2030.

  • Institutional Securities: Uses capital markets to support clients' sustainability objectives.
  • Wealth Management: Investing with Impact Platform with ~$89 billion in assets.
  • Investment Management: Investment and risk-management solutions with $55+ billion in AUM with sustainability features.
  • Institute for Sustainable Investing: Accelerates sustainable finance and adoption of sustainable investing strategies.
Climate

Morgan Stanley leverages its expertise to help clients meet their transition and decarbonization objectives, aiming to support the global economy’s transition to a more sustainable future. The firm also manages the carbon intensity of its own operations.

Key Sustainability Goals and Metrics

Morgan Stanley has set ambitious goals and tracks progress in sustainable finance, net-zero emissions, and carbon neutrality.

  • Mobilize $1 trillion for sustainable solutions by 2030; $815 billion mobilized through 2024.
  • Goal to reach net-zero financed emissions by 2050, with 2030 interim targets for key sectors.
  • Maintained carbon neutral status and procured 100% renewable electricity in 2024.
Impact in Our Communities

Morgan Stanley creates impact in communities through investments, grants, scholarships, volunteering, and donations.

  • 52 million+ people reached through the Morgan Stanley Alliance for Children’s Mental Health since 2020.
  • $3 billion+ in CRA qualified community development loans and investments in 2024.
  • $30 million+ capital allocated to companies and organizations through Inclusive Ventures Lab and Sustainable Solutions Collaborative since 2018.
  • $110 million+ donated by the firm and its charitable foundations in 2024.
  • 3.1 million employee hours volunteered during Global Volunteer Month since 2006.
See the Latest Sustainable Investing Insights

Explore thought leadership from the Morgan Stanley Institute for Sustainable Investing, which aims to accelerate sustainable finance and the adoption of sustainable investing strategies across capital markets.

  • Sustainable Funds Beat Traditional Funds in First Half of 2025
  • Companies See Sustainability as a Way to Create Value
  • Individual Investor Interest in Sustainable Investing Remains Strong
Governance Policies

Sustainability governance starts with leadership from the top and is embedded in committees and other governance bodies, policies and procedures across the firm.

  • Code of Conduct
  • Supplier Code of Conduct
  • Code of Ethics and Business Conduct
  • Modern Slavery and Human Trafficking Statement
  • Statement on Human Rights

Morgan Stanley at Work

Morgan Stanley at Work is a comprehensive workplace financial benefits platform designed to help companies support their employees' financial well-being. It offers a range of solutions including equity compensation, retirement plans, deferred compensation, executive services, financial wellness programs, and education financing. The platform combines technology, education, and personalized guidance to help employees achieve their financial goals and help employers attract and retain top talent.

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Product Overview

Morgan Stanley at Work delivers workplace financial benefits, providing companies and their employees with powerful tools, guidance, and education to help them thrive. The offering includes a suite of solutions such as equity compensation, retirement planning, deferred compensation, executive services, financial wellness, and more, tailored to organizations of all sizes and industries.

Detailed Description

Morgan Stanley at Work is a comprehensive workplace financial benefits platform designed to help companies support their employees' financial well-being. It offers a range of solutions including equity compensation, retirement plans, deferred compensation, executive services, financial wellness programs, and education financing. The platform combines technology, education, and personalized guidance to help employees achieve their financial goals and help employers attract and retain top talent.

Key Features

  • Equity Solutions (for private and public companies): administration, liquidity, 409A valuation, financial reporting, global intelligence
  • Retirement Solutions: defined contribution consulting, small business retirement plans, fiduciary investment oversight
  • Deferred Compensation: nonqualified deferred compensation plans, recordkeeping, plan design, portfolio construction, wealth management services
  • Executive Services: equity compensation services, equity award analysis, specialized solutions, dedicated relationship managers
  • Financial Wellness: education, digital tools, personalized financial guidance, perks
  • Saving and Giving: charitable giving, education financing (student loan and college savings benefits)
  • Comprehensive support for both employers and employees

Key Benefits

  • Helps companies attract and retain top talent
  • Supports employees in building financial well-being and confidence
  • Delivers tailored solutions for companies of all sizes and industries
  • Provides robust financial education and personalized guidance
  • Offers technology-driven tools for plan administration and employee engagement
  • Enables companies to create a culture of ownership and reward key employees
Use Cases
  • Administering and managing employee equity compensation plans
  • Providing retirement plan options and consulting for businesses
  • Offering nonqualified deferred compensation plans for executives
  • Delivering financial wellness education and guidance to employees
  • Supporting charitable giving and education financing for employees
  • Empowering executives with specialized financial services
Documentation
View Documentation
Who Is It For
  • Employers (private and public companies, startups, enterprises, small businesses)
  • Employees (recipients of workplace financial benefits)
  • Executives and highly compensated employees
  • Strategic partners (investors, venture capital firms, law firms, other partners)
Requirements
  • Not all products and services are available in all jurisdictions or countries
  • Appropriateness of solutions depends on company and employee circumstances
  • Employers may need to consult legal, tax, or accounting advisors for implementation
Detailed Sections
Welcome to Morgan Stanley at Work

Our workplace financial benefits deliver powerful tools, guidance and education to help companies and employees thrive.

Financial Benefits for Modern Teams

Transform your workplace through financial well-being. From equity to retirement to college savings, our solutions help employees achieve their financial goals, so they can take your company to new heights.

When Employees Thrive, Your Company Thrives Too

Morgan Stanley at Work delivers workplace financial solutions that can help employees build financial well-being—and help you attract and retain top talent.

We’ve Got You Covered

Whether you’re a global corporation or a growing start-up, we understand your needs and offer tailored solutions and technology to help meet them.

  • Private Company: Grow with confidence and build a culture of excellence with solutions tailored to private companies.
  • Public Company: Help build the financial well-being of your employees whether you're newly public, growing globally or evolving your benefit offering.
  • Strategic Partner: Discover equity solutions that adapt to the diverse needs of your clients or portfolio companies.
Solutions With a Focus: Your People

Our offering provides thoughtful guidance, insightful education and intuitive technology to help your employees achieve their financial goals.

  • Equity Solutions: Maximize the impact of equity compensation and create a culture of ownership.
  • Retirement: Comprehensive solutions and Financial Advisors to help employees reach long-term goals.
  • Deferred Compensation: Nonqualified Deferred Compensation plans for executives and highly compensated employees.
  • Executive Services: Dedicated relationship managers for leaders to manage equity compensation and complex financial needs.
  • Saving and Giving: Support for student loan debt repayment and future education savings.
  • Financial Wellness: Education, digital tools, and guidance from Financial Advisors for all employees.
We Help Businesses and People Thrive

Learn how financially confident employees can power your business forward, and how our offering can help your employees achieve financial well-being.

  • Financial Education: Robust learning curriculum, virtual and in-person sessions, and digital tools personalized to each employee.
  • Financial Guidance: Personalized financial guidance for unique employee needs.
  • Help Attract and Retain Talent: Unique blend of knowledge, tools, and support.
  • Instill Financial Confidence: Guidance and resources to help employees build financial acumen.
Get to Know Us

Meet our team, get to know our story and learn why companies choose us.

  • Our Story: How Morgan Stanley at Work has evolved to address the changing needs of businesses.
  • Our Team: Company culture and the people powering Morgan Stanley at Work.
  • The Power of Morgan Stanley: Full firm support for your business.
Insights for a Modern Workplace

Get the latest thinking from our experienced thought leaders. Discover new trends and unique perspectives to motivate your employees and fuel your business.

  • Stock Plans: 3 Tips to Improve an Equity Participant Education Strategy
  • Research: State of the Workplace 2024 Financial Benefits Study
  • Invested at Work Podcast: Financial Well-Being for Today’s Executives
Contact

Connect with us to learn more about how Morgan Stanley at Work may be able to help your business.

Inclusive & Sustainable Ventures

MSISV is an initiative by Morgan Stanley to broaden access to capital for entrepreneurs, especially those who have experienced systemic barriers or focus on sustainability. It offers two accelerator programs—one for startups and one for nonprofits—providing funding, mentorship, networking, and resources to help organizations scale their impact.

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Product Overview

Morgan Stanley Inclusive & Sustainable Ventures (MSISV) provides early-stage innovators with access to capital and resources to help them develop and scale. The mission is to foster a more inclusive and sustainable investment landscape through two in-house accelerator programs: a Lab for startup founders and a Collaborative for emerging nonprofits.

Detailed Description

MSISV is an initiative by Morgan Stanley to broaden access to capital for entrepreneurs, especially those who have experienced systemic barriers or focus on sustainability. It offers two accelerator programs—one for startups and one for nonprofits—providing funding, mentorship, networking, and resources to help organizations scale their impact.

Key Features

  • Two in-house accelerator programs: the Lab (for startups) and the Collaborative (for nonprofits)
  • Equity investment or grant of $250,000 (or £250,000 for London-based Lab participants)
  • Five-month curated program including mentorship, networking, and office space
  • Access to Morgan Stanley bankers, financial advisors, technology experts, and broader investor ecosystem
  • Hand-picked mentors, entrepreneurs in residence, and advisors for each participant
  • Support for both commercial startups and emerging nonprofits

Key Benefits

  • Access to capital (equity investment or grant)
  • Mentorship from industry experts and entrepreneurs in residence
  • Networking with Morgan Stanley professionals and the broader investor ecosystem
  • Curated program content to help scale impact
  • Office space for the duration of the program
  • Support in structuring organizations, branding, and preparing for funding rounds
Documentation
View Documentation
Who Is It For
  • Early-stage startup founders (Seed to Series A) who have experienced systemic barriers to capital and/or focus on sustainability
  • Emerging nonprofit organizations with a focus on sustainability or that have experienced barriers to funding
Detailed Sections
About Morgan Stanley Inclusive & Sustainable Ventures (MSISV)

Morgan Stanley Inclusive & Sustainable Ventures (MSISV) includes two in-house accelerator programs—a Lab designed for startup founders and a Collaborative to support emerging nonprofits.

  • Two accelerator programs: Lab (for startups), Collaborative (for nonprofits)
  • Broaden access to capital for entrepreneurs
  • Spotlight on success of participants
Access to Capital

Morgan Stanley provides Lab companies with an equity investment and Collaborative nonprofits with a grant, along with a five-month curated program, mentorship, networking, office space, and access to external advisors.

  • $250,000 equity investment for New York Lab participants
  • £250,000 equity investment for London Lab participants
  • $250,000 grant for Collaborative nonprofits (all regions)
Powerful Networks

Participants are introduced to Morgan Stanley's bankers, financial advisors, technology experts, and broader investor ecosystem.

  • Access to industry networks
  • Support in connecting with investors
Mentoring and More

Each organization is paired with mentors, entrepreneurs in residence, and advisors for counsel and coaching.

  • Hand-picked mentors
  • Entrepreneurs in residence
  • Advisors for growth and scaling
Two Complementary Accelerators

The Lab is for startups; the Collaborative is for nonprofits. Both provide capital and resources to scale innovative solutions.

  • Lab: For-profit accelerator for early-stage startups
  • Collaborative: Nonprofit accelerator for emerging organizations
Eligible Startup Founders

Ideal startups include founders who have experienced systemic barriers to capital and/or focus on sustainability, are technology or technology-enabled, Seed to Series A, and have launched a product with revenues.

  • Systemic barriers to capital and/or sustainability focus
  • Technology or technology-enabled
  • Seed to Series A
  • Product launched with revenues
Eligible Nonprofit Organizations

Ideal organizations are nonprofits with a clear business plan, may have experienced systemic barriers to funding and/or focus on sustainability, and are advancing a high-impact scalable solution.

  • Clear and demonstrated business plan
  • Systemic barriers to funding and/or sustainability focus
  • High-impact scalable solution
FAQs

Learn more about the Lab and the Collaborative accelerator programs in our FAQs.

Testimonials

Hear what our past Lab and Collaborative organizations have to say.

  • Strategic insight and technical resources (legal, data security)
  • Help with organizational structure, branding, and funding preparation
  • Unmatched quality of people, content, and connections
  • Support and expertise across all areas
Past Participants

Learn more about some of the past Lab participants and Collaborative organizations, and their business solutions.

Stories and Insights

Read stories and insights about the program, its participants, and their impact.

Wealth Management

Morgan Stanley Wealth Management provides a range of solutions for individuals, families, businesses, and institutions to manage their wealth. Clients can choose from working with a dedicated financial advisor, accessing advice virtually, or investing on their own using E*TRADE from Morgan Stanley. The offering is built on a foundation of trust and is designed to be flexible to meet diverse client needs.

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Product Overview

Morgan Stanley Wealth Management helps people, businesses, and institutions build, preserve, and manage wealth so they can pursue their financial goals. The offering combines nearly a century of financial services leadership with the convenience of self-directed investing (via E*TRADE from Morgan Stanley) and the expertise of dedicated financial advisors.

Detailed Description

Morgan Stanley Wealth Management provides a range of solutions for individuals, families, businesses, and institutions to manage their wealth. Clients can choose from working with a dedicated financial advisor, accessing advice virtually, or investing on their own using E*TRADE from Morgan Stanley. The offering is built on a foundation of trust and is designed to be flexible to meet diverse client needs.

Key Features

  • Dedicated Financial Advisor: Ongoing, comprehensive planning and management
  • Virtual Advisor: Phone-based advice for key life stages and events
  • E*TRADE from Morgan Stanley: Self-directed investing with easy-to-use tools and resources
  • Commission-free trading for online US-listed stock, ETF, and options trades (exclusions apply)
  • $0 account minimum for E*TRADE accounts (certain accounts may have other minimums)
  • Online access and digital tools for account management
  • Corporate and institutional solutions for employers and fiduciaries

Key Benefits

  • Comprehensive wealth management and financial planning
  • Access to dedicated financial advisors or virtual advice
  • Self-directed investing with E*TRADE from Morgan Stanley
  • Commission-free trading and $0 account minimum for E*TRADE accounts (with some exclusions)
  • Tailored solutions for cash management, investments, and future planning
  • Digital tools for easy money management from anywhere
  • Sophisticated support for corporate and institutional clients
Documentation
View Documentation
Who Is It For
  • Individuals seeking financial planning and investment management
  • Families and individuals needing tailored advice
  • Businesses and institutions requiring sophisticated support
  • Employers and fiduciaries
  • Self-directed investors
Requirements
  • Certain accounts may have minimum asset levels and other eligibility requirements.
  • Not all products and services are available in all countries or jurisdictions.
  • Opening an account with a Financial Advisor may require other minimum asset levels.
  • Some products and services may not be available to or appropriate for all clients.
Detailed Sections
Your Partner, Every Step of the Way

Whether you need advice or prefer to invest on your own, we have a range of solutions to help meet your needs.

Wealth Management Built on a Foundation of Trust

For nearly a century, Morgan Stanley has been a global leader in financial services. And now with E*TRADE from Morgan Stanley, you get the convenience of investing on your own along with the knowledge and insights of a trusted partner.

Choose the Investment Approach That's Right for You

From investing on your own to comprehensive financial planning, we offer a range of solutions to meet your needs.

  • Financial Advisor: Dedicated, ongoing planning and management
  • Virtual Advisor: Phone-based advice for key life stages
  • E*TRADE from Morgan Stanley: Self-directed investing, commission-free trading, $0 account minimum
Wealth Management Built Around You

We offer services and guidance tailored to your needs. Solutions for your cash, your investments and your future. We make it easy to manage your money from anywhere. Sophisticated support for employers and fiduciaries.

  • Advice for Families and Individuals
  • Products and Planning
  • Online Access and Digital Tools
  • Corporate and Institutional Solutions

E*TRADE from Morgan Stanley

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Product Overview

E*TRADE from Morgan Stanley is an easy-to-use online investing and trading platform that now includes expert research and insights from Morgan Stanley. It offers a wide range of account types and investment choices, advanced trading tools, and award-winning banking products, all designed to help users reach their financial goals.

Key Features

  • Brokerage accounts for investing and trading in stocks, mutual funds, ETFs, bonds, options, and more
  • IRA accounts (Roth, Traditional, Rollover) with tax advantages for retirement
  • Bank accounts (savings, checking, CDs) with high APY and FDIC insurance
  • Advanced trading tools and analytics
  • Specialized support teams for different asset classes
  • Mobile and desktop trading platforms
  • Instant money transfers between E*TRADE accounts

Key Benefits

  • Easy-to-use website and mobile app
  • Access to expert research and actionable insights from Morgan Stanley analysts, strategists, and economists
  • Full range of investment choices, including $0 commissions for online U.S. listed stocks, ETFs, and mutual funds
  • Advanced, customizable trading platforms (Power E*TRADE suite, including Power E*TRADE Pro)
  • Award-winning banking products with competitive rates and instant transfers to brokerage accounts
  • Specialized support for stock, options, and futures trading
  • Promotional cash bonuses for new accounts with qualifying deposits
Documentation
View Documentation
Who Is It For
  • Individual investors seeking self-directed online trading and investing
  • Investors planning for long-term goals (retirement, wealth growth, home purchase)
  • Active traders seeking advanced tools and analytics
  • Clients seeking integrated banking and investing solutions
  • Small business owners (via small business account types)
  • Not available to non-U.S. residents or residents of jurisdictions where the offer is not valid
Requirements
  • To open an account, must be a U.S. resident (for most account types)
  • Minimum deposit for promotional offer: $1,000
  • New funds or securities must be from external accounts and remain in the account for at least 12 months after the 60-day funding period for promotional cash credits
  • Certain account types (business, retirement, advisory, futures, Morgan Stanley AAA, stock plan, and bank accounts) may be excluded from some offers

Sales & Trading

Morgan Stanley Sales & Trading provides sales, trading, and market-making services to a global client base, including institutions, hedge funds, and industry innovators. The offering covers a wide range of asset classes and products, leveraging the firm's global reach and expertise to deliver investment solutions and superior returns.

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Product Overview

Global institutions, leading hedge funds and industry innovators turn to Morgan Stanley for sales, trading and market-making services. The firm works to find new forms of investment to generate superior returns.

Detailed Description

Morgan Stanley Sales & Trading provides sales, trading, and market-making services to a global client base, including institutions, hedge funds, and industry innovators. The offering covers a wide range of asset classes and products, leveraging the firm's global reach and expertise to deliver investment solutions and superior returns.

Key Features

  • Cash Equities: Execution of transactions in common stocks, global depository receipts, and exchange-traded funds
  • Equity Derivatives: Execution services and solutions for equity options, equity swaps, warrants, structured notes, and futures
  • Prime Brokerage: Financing, market access, and portfolio management services for institutional clients
  • Electronic Trading: Global electronic access across cash equities, options, and futures with advanced algorithms and smart order routing
  • Commodities: Risk management, investor products, financing solutions, and liquidity across oil, metals, power, and natural gas markets
  • Macro Products: Interest rate and currency products, including cash and derivatives, foreign exchange options, and emerging markets strategies
  • Global Credit Products: Trading and structuring of municipal securities, investment-grade and high-yield bonds, credit derivatives, and collateralized securities
  • Distribution: Global sales function connecting clients to Morgan Stanley’s resources and expertise

Key Benefits

  • Access to global sales, trading, and market-making services
  • Expertise in a wide range of asset classes and products
  • Efficient access to capital and liquidity
  • Risk management and investor product solutions
  • Market-leading electronic trading tools
  • Comprehensive client service and intellectual insights
Documentation
View Documentation
Who Is It For
  • Global institutions
  • Leading hedge funds
  • Industry innovators
  • Institutional clients
  • Banks
  • Insurance companies
  • Money managers
  • Pension funds
  • Mutual funds
  • Family offices
  • Sovereign countries
Detailed Sections
Sales & Trading

Global institutions, leading hedge funds and industry innovators turn to Morgan Stanley for sales, trading and market-making services as we work to find new forms of investment to generate superior returns.

Institutional Equities

Morgan Stanley offers a comprehensive suite of equity products and services for institutional clients, including cash equities, equity derivatives, prime brokerage, and electronic trading.

  • Cash Equities: Transactions in common stocks, global depository receipts, and ETFs
  • Equity Derivatives: Options, swaps, warrants, structured notes, and futures
  • Prime Brokerage: Financing, market access, and portfolio management
  • Electronic Trading: Global electronic access, algorithms, smart order routing
Fixed Income

Morgan Stanley provides fixed income services including commodities, macro products, global credit products, and distribution to institutional clients.

  • Commodities: Risk management, investor products, financing, and liquidity in oil, metals, power, and natural gas
  • Macro Products: Interest rate and currency products, foreign exchange options, emerging markets strategies
  • Global Credit Products: Trading and structuring of municipal securities, investment-grade and high-yield bonds, credit derivatives, and collateralized securities
  • Distribution: Global sales function connecting clients to Morgan Stanley’s resources
Insights

Featured articles and research relevant to Sales & Trading clients.

  • How M&A is Reshaping U.S. Healthcare Systems
  • Bringing Equity to Homeownership
  • How Bonds Can Help Cities Manage Extreme Weather
  • Morgan Stanley Prime Brokerage: A Culture of Partnership
  • Are Sustainable Bonds Key in Helping Solve the U.S. Housing Crisis?
Call to Actions

Investment Management

Morgan Stanley Investment Management delivers active investment strategies across public and private markets and custom solutions to institutional and individual investors. The offering is designed to help clients achieve their investment goals through specialized investment solutions and a pursuit of outstanding long-term performance.

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Product Overview

At Morgan Stanley Investment Management, our goal is to provide strong long-term performance to a diverse client base of governments, institutions, corporations, advisors and individuals worldwide. Our investment solutions include a broad range of alternative investments, active investment strategies, customization strategies, sustainability expertise and tax-management solutions.

Detailed Description

Morgan Stanley Investment Management delivers active investment strategies across public and private markets and custom solutions to institutional and individual investors. The offering is designed to help clients achieve their investment goals through specialized investment solutions and a pursuit of outstanding long-term performance.

Key Features

  • Active investment strategies
  • Alternative investments
  • Customization strategies
  • Sustainability expertise
  • Tax-management solutions

Key Benefits

  • Strong long-term performance
  • Broad range of investment solutions
  • Customization strategies
  • Sustainability expertise
  • Tax-management solutions
  • Access to specialized investment teams
Documentation
View Documentation
Who Is It For
  • Governments
  • Institutions
  • Corporations
  • Advisors
  • Individuals
Detailed Sections
Investment Management

At Morgan Stanley Investment Management, our goal is to provide strong long-term performance to a diverse client base of governments, institutions, corporations, advisors and individuals worldwide. Our investment solutions include a broad range of alternative investments, active investment strategies, customization strategies, sustainability expertise and tax-management solutions.

Insights

Get the latest market insights from our highly specialized investment teams and see how we can help you solve complex investment challenges.

  • Understanding Private Credit’s Rapid Growth
  • Investing Outlook Brightens in Second Half Amid U.S. Policy Developments
  • Investing Smarter with Direct Indexing
Our Capabilities
  • High-Conviction Equities: A broad range of strategies with global reach and local expertise.
  • Fixed Income: Active fixed-income offerings that invest in global markets.
  • Liquidity: Investments that help meet clients’ needs for income, liquidity and capital preservation.
  • Alternative Investments: Private equity, private credit, real estate, infrastructure, multi-asset and hedge fund solutions.
  • Customized Solutions: Individually customized strategies that can give clients greater transparency in their investments and management of their taxes.
  • Sustainable Investing: An extensive suite of strategies spanning the global public and private markets.
More Investment Management Insights
  • Time to Be Selective and Flexible: 2025 Fixed Income Outlook
  • Stock Market Outlook: Bull Market May Not Be Finished
  • Understanding and Investing in Private Equity Secondaries
Supporting Resources

Investment Banking & Capital Markets

Morgan Stanley Investment Banking & Capital Markets provides global expertise in market analysis, advisory, and capital-raising services for corporations, institutions, and governments. The offering is recognized for its leadership and innovation in both domestic and international transactions.

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Product Overview

Corporations, organizations and governments around the world rely on Morgan Stanley’s reputation as a global leader in investment banking. Our advisory and capital-raising services are recognized as among the best in the industry.

Detailed Description

Morgan Stanley Investment Banking & Capital Markets provides global expertise in market analysis, advisory, and capital-raising services for corporations, institutions, and governments. The offering is recognized for its leadership and innovation in both domestic and international transactions.

Key Features

  • Advisory services for mergers, acquisitions, and restructurings
  • Capital-raising through public and private placements
  • Expertise in both domestic and international transactions
  • Integration with Sales and Trading for sophisticated solutions

Key Benefits

  • Access to global expertise in market analysis and advisory services
  • Innovative, customized solutions for complex financial challenges
  • Seamless integration of capital markets and investment banking expertise
  • Recognized industry leadership and reputation
Use Cases
  • Acquisitions and divestitures
  • Mergers and joint ventures
  • Corporate restructurings and recapitalizations
  • Spin-offs and exchange offers
  • Leveraged buyouts and takeover defenses
  • Shareholder relations management
  • Initial Public Offerings (IPOs)
  • Debt offerings
  • Private placements of securities
Documentation
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Who Is It For
  • Corporations
  • Institutions
  • Governments
  • Organizations
Detailed Sections
Investment Banking and Capital Markets

Corporations, organizations and governments around the world rely on Morgan Stanley’s reputation as a global leader in investment banking. Our advisory and capital-raising services are recognized as among the best in the industry.

Our Services

Morgan Stanley offers Mergers & Acquisitions and Global Capital Markets services, providing innovative solutions and capital-raising expertise for a wide range of client needs.

  • Mergers & Acquisitions: Customized solutions for acquisitions, divestitures, mergers, joint ventures, restructurings, recapitalizations, spin-offs, exchange offers, leveraged buyouts, takeover defenses, and shareholder relations.
  • Global Capital Markets: Market judgment and ingenuity for capital needs, including IPOs, debt offerings, leveraged buyouts, and public/private placements of equities and debt.
Insights

Featured articles and insights relevant to investment banking and capital markets, including trends in healthcare, IPO outlooks, energy strategy, and technology leadership.

  • 5 Healthcare Trends from the Industry’s Top Companies
  • A Comeback for IPOs and Equity Capital Markets
  • 3 Themes Shaping Energy Strategy
  • Snowflake CEO on AI’s Future: Unified Data, Sovereign Clouds and Leaner Models