Morgan Stanley (MS)

Morgan Stanley Wealth Management today announced the results of its quarterly retail investor pulse survey:

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Morgan Stanley Investment Management (MSIM), announced today the final close of North Haven Private Equity Co-Investment Opportunities Fund III LP (PECO III) oversubscribed at its hard cap with approximately $2.3 billion in total commitments. PECO III offers private equity exposure through co-investments alongside best-in-class buyout managers operating primarily in the lower middle market.

E*TRADE from Morgan Stanley today announced the launch of five no commission, 0% expense ratio (0.00% management fee) 1 Index Mutual Funds exclusively for E*TRADE clients with eligible brokerage accounts 2. The new funds, which will be managed by Morgan Stanley Investment Management (MSIM), include:

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Morgan Stanley (NYSE: MS) today announced its first quarter 2025 financial results. The financial results are now available on the Firm’s Investor Relations website at www.morganstanley.com/about-us-ir/earnings-releases and will be available on a Form 8-K filed with the Securities and Exchange Commission (SEC) on April 11, 2025, and available on the SEC’s website at www.sec.gov.

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Morgan Stanley today announced $15 million in new multi-year grants to members of its Alliance for Children’s Mental Health (“the Alliance”), as part of the firm’s $50 million commitment to advancing youth mental health solutions. The Alliance brings together leading nonprofits and supports transformative initiatives that strategically address the challenges of stress, anxiety and depression in young people. Since the Alliance’s launch in 2020, over 52 million children, caregivers and educators have been reached through its programming and resources.

Spencer Short, a finance professional and Texas A&M Mays Business School graduate, has officially launched his brand-new personal website, https://www.spencershorttexas.com/ . This online platform will serve as a central hub for insights into finance, digital strategy, sports, and community service—all areas that define Spencer’s professional and personal journey.

Morgan Stanley Investment Management announced today that funds managed by Morgan Stanley Expansion Capital and Morgan Stanley Private Credit have provided $125 million in senior debt financing to FreshBooks, one of the leaders in cloud-based accounting software for small businesses. This investment will refinance existing debt and is expected to fuel the company’s continued growth.

Morgan Stanley Infrastructure Partners (MSIP), the private infrastructure investment team within Morgan Stanley Investment Management (MSIM), today announced that it has raised $4.1 billion for North Haven Infrastructure Partners IV (NHIP IV). NHIP IV includes some of the world’s largest and most sophisticated institutional infrastructure investors, including public and private pension funds, sovereign wealth funds and insurance companies.

Laksh Vaswani, an internationally recognized financial leader, has built an illustrious career spanning over two decades in global banking and risk management. Currently based in the United States, Vaswani has played a pivotal role in shaping governance, risk, compliance, and operational strategies across major financial institutions such as MUFG, BNY Mellon, Morgan Stanley, and the New York Stock Exchange. His impact on the financial sector, combined with his thought leadership and extraordinary acts of courage, has earned him a reputation as a leader capable of driving large-scale transformation and navigating the complexities of global financial operations.

Apple (NASDAQ: AAPL) has experienced a reduction in its stock price target by Morgan Stanley, now set at $252, down from $275. Analyst Erik Woodring attributes this adjustment to delays in the rollout of advanced AI features for Siri, which were anticipated to drive iPhone upgrades in fiscal year 2026. Woodring now forecasts that Apple will ship approximately 230 million iPhones in 2025, consistent with 2024 figures, and expects a 6% increase to 243 million units in 2026. Consequently, revenue and earnings-per-share estimates for fiscal 2026 have been reduced by 5% to 6%. ​

Morgan Stanley Investment Management (“MSIM”) today announced the launch of its latest ETF, Eaton Vance High Income Municipal (Ticker: “EVYM”), a high yield municipal strategy. Since the introduction of MSIM’s first ETFs in 2023, the platform has grown to $4.7 billion in ETF assets with 17 total strategies that span asset classes and themes. Listed on the Nasdaq, the latest addition to the platform is the eighth active fixed Income ETF brought to market.

Dan Simkowitz, Co-President of Morgan Stanley, will speak at the Annual Morgan Stanley European Financials Conference which will be held in London, UK, on Tuesday, March 18, 2025 at 11:00 a.m. GMT (7:00 a.m. ET).

Graystone Consulting, a business of Morgan Stanley (NYSE: MS), announced today that it was named by Crisil Coalition Greenwich, a leading global provider of strategic benchmarking, analytics, and insights to the financial services industry, as one of three firms designated as Best Investment Consultant, Service & Investment Counseling – Large Investment Consultants for Institutional Investors in the U.S.

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The Old Men, New Money Podcast, hosted by experts Douglas Borthwick, Phil Larmon, and Ali Davoudi, has gained significant traction in just a few months, providing accessible insights into the complex world of digital securities, blockchain, and cryptocurrency.

Morgan Stanley today declared a regular dividend on the outstanding shares of each of the following preferred stock issues:

HongKong, February 13, 2025 -- ForthTech, a global leader in digital asset investment management, announced today that James Bernesi, former Executive Director at Morgan Stanley, has joined the firm as Chief Investment Officer (CIO). With over 20 years of experience in global capital markets, James Bernesi previously led European exotic index derivatives and structured products trading at Morgan Stanley, overseeing multi-billion-dollar assets and delivering exceptional investment returns.

As the call for greater corporate responsibility over environmental, social, and governance issues among investors and shareholders grows, so does opposition to ESG initiatives. In the last few months, we’ve seen major corporations like Morgan Stanley and JPMorgan exit the Net-Zero Banking Alliance following heavy ESG backlash.

Dallas, TX, USA - February 6, 2025 - The Women's Wealth Symposium (WWS), presented by Bank of America, is proud to honor four exceptional non-profit leaders, the Purple Diamond Award winners, at its 9th annual symposium on March 8th in Dallas, Texas.

The return of President Donald Trump to the White House has negatively impacted ESG initiatives, particularly in areas related to investment strategies, corporate regulations, and climate policies. Amid the increasing backlash against ESG, financial giants like Morgan Stanley, Goldman Sachs, and JPMorgan have chosen to distance themselves from global climate initiatives like the Net-Zero Banking Alliance.

Morgan Stanley Investment Management (MSIM) today released the 12th annual State of the States Report, which highlights slowing revenue growth after two years of expedited growth related to pandemic-era government stimulus. Furthermore, the State of the States Analysis indicates a stable credit outlook for most states with many planning for budget cuts of approximately 6% in the next fiscal year.

Morgan Stanley Wealth Management will collaborate with the American Heart Association (AHA) – Westchester and Fairfield Counties, to host the 16th annual Go Red Women’s Leadership event virtually and in person on Friday, February 7 at 8:00 a.m. EST at Morgan Stanley’s Purchase, NY offices.