Morgan Stanley

Morgan Stanley

Morgan Stanley

Overview
Date Founded

1935

Headquarters

1585 Broadway Avenue, 39th Floor, New York, NY, 10036, USA

Type of Company

Public

Employees (Worldwide)

57.6K

Industries

Investment Banking & Brokerage
Other Business & Consulting Services
Accounting & Financial Services
Holding Companies
Investment Services & Portfolio Management

Company Description

Morgan Stanley provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following business segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors. The Wealth Management segment offers brokerage and investment advisory services covering various types of investments, including equities, options, futures, foreign currencies, precious metals, fixed-income securities, mutual funds, structured products, alternative investments, unit investment trusts, managed futures, separately managed accounts, and mutual fund asset allocation programs. The Investment Management segment provides equity, fixed income, alternative investments, real estate, and merchant banking strategies. The company was founded by Harold Stanley and Henry S. Morgan on September 16, 1935 and is headquartered in New York, NY.

Contact Data
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Executives & Employees

Chief Executive Officer

President & Chief Operating Officer

President & Chief Operating Officer

Executive Director

Executive Director, Sovereign Wealth Funds

Board of Directors

Chief Executive Officer at Morgan Stanley

Vice Chairman, President & Co-Chief Executive Officer at Kissinger Associates, Inc.

Professional at Communitas Capital Partners LLC

Chief Executive Officer at Robert H. Herz LLC

Former President & Chief Executive Officer at The Olayan Group

Former Chief Executive Officer, Diversified Businesses at AT&T, Inc.

Former Managing Partner & Chief Executive Officer at Wellington Management Company LP

Chairman Emeritus at PricewaterhouseCoopers International Ltd.

Former Global Chief Executive Officer at Allianz Global Investors GmbH

Special Advisor to the Founder & Chairman at Bloomberg LP

Paths to Morgan Stanley
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Morgan Stanley
Owners & Shareholders
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T. Rowe Price Associates' investment approach is based on the belief that fundamental proprietary research drives value-added, active investment management. The firm maintains a global research platform that includes interconnected teams of research analysts. Their strategy begins with bottom-up analysis. T. Rowe Price uses both qualitative and quantitative analysis to evaluate investment opportunities. Portfolios are created with a commitment to diversification and a strict attention to valuation appropriate to the chosen investment universe.For their institutional clients, T. Rowe Price Associates maintains multiple active management strategies in equity and fixed-income asset classes. These strategies include: (1) US, global, and international equity mandates including small-, mid- and large-cap, growth, value and core, index-enhanced, as well as sector-specific equity mandates and (2) US, global and international fixed-income mandates including active taxable (core plus, core, enhanced bond), cash management, short-term, high yield, global, emerging markets, municipal and sector-specific fixed-income mandates. In addition, the firm's Private Asset management Group provides balanced, equity and fixed-income investment management services to meet the needs of individuals, trusts, endowments, foundations, institutions, retirement plans and IRAs and other entities.

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ValueAct Capital was initially formed in June 2000 to manage the capital of its three founders, along with the capital of a limited number of outside investors, in an investment strategy that combines intensive due diligence, a concentrated number of investments, and active, constructive involvement in the value creation at those investments. Today, with offices in San Francisco and Boston, ValueAct Capital manages more than $8.0 billion on behalf of some of the world's most respected institutional and individual investors. ValueAct Capital concentrates on acquiring significant ownership stakes in a limited number of companies that it believes are fundamentally undervalued. The investment team seeks to identify companies that are out of favor, or may be undergoing significant transition. Such companies may be temporarily mispriced for a variety of reasons, including perceived unfavorable industry conditions, poor business performance, changes in management or ownership, reorganizations, or other external factors. These conditions can often result in fundamentally "good" businesses that are available at depressed valuations. The goal in each investment is to work productively with management and/or the company's board to implement a strategy or strategies that maximize returns for all shareholders. ValueAct Capital is typically one of the largest independent shareholders at each of its core company investments and works in a constructive manner with management and/or the company's board to successfully implement strategies that generate superior returns on invested capital. The seven investment partners have extensive experience working effectively with portfolio companies as long-term large shareholders, and oftentimes as members of the companies' boards. At any given time, the portfolio consists of ten to eighteen core company investments, as well as a small "farm team" of additional investments in development.

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BlackRock Advisors offers investors around the world a variety of investment products that span asset classes, market-caps, investment styles and geographic regions. The firm offers strategies for investments in equities, fixed-income, cash management, multi-asset classes, alternative investments and real estate.BlackRock manages a full range of equity strategies that cover the entire risk/return spectrum. They also offer opportunities that target specific market sectors, as well as asset allocation and balanced investment strategies. The firm actively manages style-specific portfolios that are created based on their proprietary research in each major equity asset class.BlackRock offers fixed-income strategies designed to meet an array of client risk/return profiles and to add value in all market environments. Their fixed-income investment strategy is based on a globally-integrated approach to information sharing and risk management. BlackRock employs a disciplined investment process that seeks to add value through: (1) relative value asset allocation, sector rotation and security selection (2) rigorous quantitative analysis and valuation of each security and portfolio as a whole and (3) intensive credit analysis and review. They do this while controlling portfolio duration within a narrow band relative to a benchmark index, where applicable.In addition, BlackRock offers alternative investment strategies that are designed to provide returns with low correlations to the broad equity and bond markets including private equity, real estate equity and debt, hedge funds-of-funds, single-strategy hedge funds, long-only absolute return strategies, commodities and structured products.BlackRock's global real estate capabilities span the capital market structure and include equity and debt products. The firm offers a diverse product line that includes dedicated property sector capabilities. These products are available to institutional and high-net-worth investors through commingled vehicles and separate accounts. BlackRock's real estate debt and equity strategies focus on global, US, European, Australian and Asian markets.The firm also offers multi-asset class investment strategies that blend traditional asset classes and alternative investments with customized return targets and risk levels. BlackRock offers relatively straightforward, as well as, sophisticated approaches that use a range of equity, fixed-income, alternative and derivative investment strategies that include prepared portfolios, portable alpha, tactical return, global tactical asset allocation and fund-of-fund alternatives.

Recent Transactions
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purchases Property Exchange Australia Ltd.

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ADES International Holding Ltd. purchases Weatherford International Plc /Land Drilling & Workover Ops from Weatherford International Plc

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Praxair, Inc. purchases Linde AG

Transaction Clients
Investment Advisor

Advised on General Electric Company purchases Baker Hughes, a GE Co. LLC resulting in a new company Baker Hughes, a GE Co.

Investment Advisor

Advised on Aviva Plc purchases Friends Life Group Ltd.

Investment Advisor

Advised on Svenska Cellulosa Aktiebolaget (SCA) purchases BSN Medical GmbH from Montagu Private Equity LLP, EQT Partners AB

Insider Transactions
Transaction Advisors
Legal Advisor

Advised onPfizer, Inc. purchases Hospira, Inc.

Legal Advisor

Advised onMerck & Co., Inc. purchases Schering-Plough Corporation

Accountant

Advised onHSBC Holdings Plc purchases Ping An Insurance Group Co. of China Ltd. from Morgan Stanley, The Goldman Sachs Group, Inc.

Legal Advisor

Advised onEnterprise Products Partners LP purchases TEPPCO Partners LP

Legal Advisor

Advised onD.E. Master Blenders 1753 BV, Joh A. Benckiser SARL purchase Mondelez International, Inc. /Coffee Bus from Mondelez International, Inc. resulting in a new company Koninklijke Douwe Egberts BV

Legal Advisor

Advised onInvesco Ltd. purchases Morgan Stanley /Retail Asset Management Business from Morgan Stanley

Advisors & Consultants
Legal Advisor

Orrick, Herrington & Sutcliffe LLP is an international law firm founded in San Francisco, California. Orrick traces its roots back to 1863, making it the oldest continuously operating law firm in San Francisco. The firm is focused on serving companies in the technology, energy & infrastructure and financial sectors and practices in five core areas: Corporate, Energy & Infrastructure, Finance, Intellectual Property and Litigation.

Art Assets, founded in 1992, is a national art advisory firm with clients ranging from entrepreneurial firms to international companies. Our expertise lies in using art and culture to transform, brand and reposition properties and in integrating innovative arts programming into alternative spaces.

Legal Advisor

Chairman & Chief Executive Officer at The Travelers Cos., Inc.

Advisor

President & Chief Executive Officer at Rockefeller & Co. LLC

Advisor

Chairman, New York City Capital Markets at CBRE, Inc.

Clients

Just Energy Group, Inc. engages in the provision of electricity and natural gas commodities, energy efficient solutions, and renewable energy options. It operates through the Consumer Energy, and Commercial Energy segments. The Consumer Energy segment includes cash and cash equivalents, as well as the long-term debt. The company was founded by Rebecca MacDonald in July 1997 and is headquartered in Mississauga, Canada.

Marcus & Millichap, Inc. operates as a brokerage company specializing in commercial real estate investment sales, financing, research, and advisory services. The company provides investment brokerage and financing services to investors of all sizes and types of commercial real estate properties. It serves clients with one property, multiple properties, and investment portfolios. Marcus & Millichap was founded by George M. Marcus and William A. Millichap in 1971 and is headquartered in Calabasas, CA.

AllianceBernstein is a research-driven investment firm that is global in scope and client-centered in its mission. We don’t put our interests at odds with your interests, whether you are an investment-management client or a client of our sell-side research unit, Sanford C. Bernstein. We believe research excellence is the key to better outcomes, so we’ve built research capabilities with exceptional breadth, depth and focus on innovation, on the buy-side and the sell-side. We start by asking you to tell us about yourself. Then, we focus on helping you solve the increasingly complex investment challenges you face. We listen first; then we put our research to work to find the solution that’s right for you. Our asset-management clients have diverse needs, so we’ve developed a broad array of global and local investment services that spans geographies, asset classes, styles and objectives for risk and return: from customized and packaged multiasset-class solutions to style-pure growth and value equity portfolios, blend equity strategies to fixed-income portfolios, and index services to alternative investments. We’ve developed separate service organizations to meet the distinct needs of private clients, mutual-fund investors and the many types of institutional clients we serve in markets around the world. Our sell-side research organization also has its own sales and service organization

Key Stats and Financials As of 2017
Market Capitalization
$77.9B
Total Enterprise Value
$320B
Earnings Per Share
$3.07
Revenue
$43.5B
Net Profit
$6.11B
TEVNet Income
52.36x
Debt TEV
0.86x
Total Debt
$274B
Total Equity
$78.5B
Enterprise Value Sales
7.36x
Three Year Compounded Annual Growth Rate Of Revenue
4.66%
Five Year Compounded Annual Growth Rate Of Revenue
6.3%
Non-Profit Donations & Grants
Non-Profit Donations & Grants Received
$1,000
09/30/2013
Investments
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US Oncology, Inc. is a privately held oncology services company. They develop new approaches to confronting cancer, increase the effectiveness of care and improve patient access to integrated and advanced cancer care. The company was founded in 2004 and is headquartered in The Woodlands, TX.

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Travelport Worldwide Ltd. engages in the management of travel commerce platform which provides travel and tourism services. It operates through the Travelport and eNett segments. It offers distribution, technology, payment, mobile, and other solutions for the travel and tourism industry. The company was founded in 2006 and is headquartered in Langley, the United Kingdom.

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Markit Ltd. is a holding company, which provides financial information services. It operates through the following segments: Information, Processing, and Solutions. The Information segment provides enriched content comprising pricing and reference data, indices and valuation, and trading services across multiple asset classes and geographies through both direct and third-party distribution channels. The Processing segment offers trade processing solutions for over-the-counter derivatives, foreign exchange, and syndicated loans. The firm's trade processing services enable buy-side and sell-side firms to confirm transactions. The Solutions segment provides enterprise software platforms, managed service, and hosted custom web solutions. The company was founded by Lance Uggla and Kevin Gould in 2003 and is headquartered in London, the United Kingdom.

Investors
Details Hidden

Investor at Morgan Stanley

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Founder at Agent155 Media Corp.

Suppliers
PHH Corp. Management Consulting | Mount Laurel, NJ

PHH Corp. engages in the provision of outsourced mortgage banking services. It operates through the Mortgage Production and Mortgage Servicing segments. The Mortgage Production segment provides mortgage loan origination services and sells mortgage loans. The Mortgage Servicing segment performs servicing activities for loans originated by PHH Mortgage and mortgage servicing rights purchased from others, and acts as a subservicer for certain clients that own the underlying mortgage servicing rights. The company was founded by Duane Peterson, Harley Howell, and Richard Heather in 1946 and is headquartered in Mount Laurel, NJ.

Saigon Securities, Inc. Investment Banking & Brokerage | Ho Chi Minh City, SG

Saigon Securities, Inc. engages in the provision of brokerage services, securities trading, finance and investment advisory service, custodian service, and underwriting for share issuance. It operates through the following business segments: Brokerage and Customer Services, Trading Activities, Treasury Activities, Fund Management, and Investment Banking and Others. The firm also provides fundamental equity research, economics research, and investment strategy research services. The company was founded by Hung Duy Nguyen on December 30, 1999 and is headquartered in Ho Chi Minh City, Vietnam.

EnerNOC, Inc. Power & Utilities | Boston, MA

EnerNOC (NASDAQ: ENOC) is changing the way the world uses energy. Our goal is to make energy management as integral as accounting to the operation of every organization. We help commercial, institutional, and industrial organizations use energy more intelligently, pay less for it, and generate cash flow that benefits the bottom line through our complete suite of technology-enabled energy management solutions including: DemandSMART: Our comprehensive demand response application enables commercial, institutional, and industrial organizations to maximize new sources of revenue and stabilize the electric grid by participating in demand response programs globally. DemandSMART also gives users the ability to identify energy savings opportunities through on-demand access to basic energy data. Thousands of facilities in our DemandSMART network get paid for reducing their energy usage during periods of peak demand, while our utility customers get access to clean, reliable capacity where and when it is needed most. EnerNOC’s DemandSMART is a win-win. EfficiencySMART: Delivering continuous energy savings, our EfficiencySMART suite leverages the powerful combination of our energy management expertise, energy market knowledge, and advanced technology platform. We enable our customers to identify and prioritize the highest impact energy efficiency measures, focusing first on low or no cost opportunities to deliver tangible results quickly. In many cases, we can help our customers fund their EE programs with utility incentives. With expertise in both commercial and industrial environments, EnerNOC helps cut energy costs while maintaining or improving productivity. SupplySMART: Our energy price and risk management application and service assesses a customer’s energy purchasing options and associated risks. Using a competitive bid process, EnerNOC’s SupplySMART delivers recommendations on energy prices, terms, and conditions that deliver the best value to the customer. SupplySMART includes a rich set of on-demand features that enable users to centralize and track utility bill and enterprise-wide utility financial information (e.g. budgets, forecasts), and assess bill accuracy and savings opportunities. EnerNOC's Utility Solutions team has partnered with hundreds of utilities and grid operators worldwide to meet their demand-side management objectives. Our Program Implementation group partners with leading utilities to deliver custom-tailored demand response and energy efficiency programs designed to maximize both cost-effectiveness and customer satisfaction within the commercial, industrial, and agricultural market segments. Our Consulting Group supports a broad range of utility demand-side management activities, including potential assessments, program design and administration, load research, technology demonstrations, measurement and evaluation, and regulatory support. EnerNOC, which stands for Energy Network Operations Center, has won numerous awards for its technology, customer service, and industry leadership. We serve customers worldwide and are continuing to grow and expand. We attract bright, enthusiastic people who are dedicated to helping achieve a cleaner, safer, and more cost-effective energy future.

Competitors
Bank of America Corp. Retail & Commercial Banking - Charlotte, NC

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and All Other. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses. The Global Wealth and Investment Management provides client experience through a network of financial advisors focused on to meet their needs through a full set of investment management, brokerage, banking, and retirement products. The Global Banking segment deals with lending-related products and services, integrated working capital management and treasury solutions to clients, and underwriting and advisory services. The Global Markets segment includes sales and trading services, as well as research, to institutional clients across fixed-income, credit, currency, commodity, and equity businesses. The All Other segment consists of asset and liability management activities, equity investments, non-core mortgage loans and servicing activities, the net impact of periodic revisions to the mortgage servicing rights (MSR) valuation model for both core and non-core MSRs, other liquidating businesses, residual expense allocations and other. The company was founded by Amadeo Peter Giannini in 1904 is headquartered in Charlotte, NC.

JPMorgan Chase & Co. Retail & Commercial Banking

JPMorgan Chase & Co. is an American multinational banking and financial services holding company. It is the largest bank in the United States by assets, and as of 2012, it ranks as the second largest bank in the world by assets with total assets of $2.509 trillion. It is a major provider of financial services, and according to Forbes magazine is the world's second largest public company based on a composite ranking. The hedge fund unit of JPMorgan Chase is one of the largest hedge funds in the United States. It was formed in 2000, when Chase Manhattan Corporation merged with J.P. Morgan & Co

Citigroup, Inc. Investment Services & Portfolio Management - New York, NY

Citi works tirelessly to provide consumers, corporations, governments and institutions with a broad range of financial services and products. They strive to create the best outcomes for their clients and customers with financial ingenuity that leads to solutions that are simple, creative and responsible.

Awards & Honors
Rank #78
2016
Fortune Magazine - Fortune 1000 Companies
Sponsored by Fortune Magazine
Rank #78
2016
Fortune Magazine - Fortune 500 Companies
Sponsored by Fortune Magazine