Morgan Stanley Distribution, Inc. serves as distributor for the Morgan Stanley Institutional Liquidity Funds. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. Source: Barron's.com (February 2009) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2009. Between July and October 2021, Coalition Greenwich interviewed 811 individuals from 661 of the largest tax-exempt funds in the United States, including corporate and union funds, public funds, and endowment and foundation funds, with either pension or investment pool assets greater than $150 million. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 6/30/16-6/30/19. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: Barron's.com (February 2015) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2015. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 9/30/18 - 9/30/19. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. Source: planadviser.com (May 2018) awarded in 2018. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/18 - 3/31/19. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. For more information, see www.SHOOKresearch.com. PitchBook helps you see a funds investments based on target industry, year and deal typeso you can quickly understand its strategy at a glance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. GUIDE SUMMARY RENEWABLE ENERGY PROJECTS IN TUNISIA - May 2019 Version - Ministre de l Economic Impact Analysis of Clean Energy Development in North Carolina-2021 Update, TGT 401(k) Summary Plan Description & SMM Resumen de la descripcin del plan, Apollo Global Management Investor Presentation - May 2019, Ifo WORKING PAPERS 331 2020 - ifo Institut, A submission to the Treasury in response to the discussion paper: "Saving in New Zealand - Issues and Options" From ANZ New Zealand December 2010, PRINCIPLES AND PRACTICES OF FINANCIAL MANAGEMENT (PPFM) - Long Term Fund Excluding 'The Closed Funds' - Royal London, Commercial Real Estate Financing Fraud - Financial Crimes Enforcement Network, Life Sciences Under the Microscope - EMEA July 2021 - V, GILEAD ESTATE PLANNING PROPOSAL - Campbelltown City Council. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/21 3/31/22. Morgan Stanley Online (MSO) has a variety of features beyond viewing your account balance and activity that you should take advantage of. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. In addition to study interviews, the award is based on other criteria including assets under management and industry experience. The global presence that Morgan Stanley maintains is key to our clients' success, giving us keen insight across regions and markets, and allowing us to make a difference around the world. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. The rating is not indicative of the Financial Advisors future performance. 2015 Financial Times 400 Top Financial Advisors. Source: Forbes.com (April 2020) 2020 Forbes America's Top Women Wealth Advisors ranking awarded in 2020. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/13 - 12/31/15. Source: Barron's.com (June 2014) 2014 Barron's Top 100 Women Financial Advisors ranking awarded in 2014. HUIn1&y A ?UT4Rd4&I&R.U[5!z-uO1mL6p Source: Barron's.com (June 2021) 2021 Barron's Top 100 Women Financial Advisors ranking awarded in 2021. Source: Barron's.com (April 2017) 2017 Barron's Top 30 Institutional Consultants ranking awarded in 2017. Other returns during that period include 21% for the Morgan Stanley Prime Property Fund, 19% for Invesco Core Real Estate USA, 18% for the JPMorgan Strategic Property Fund and almost 17% for the UBS Trumbull fund, according to Callan. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. We live that commitment through long-lasting partnerships, community-based delivery and engaging our best assetMorgan Stanley employees. Subsidized (Sub.) The 2019 PLANADVISER Top 100 Retirement Plan Advisers award is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. Source: Washingtonian, November 2012. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2014 Aug 2015. Morgan Stanley Prime Property Fund 6.12% Asset Allocation Stock Sector Breakdown Stock Geographic Breakdown GRIFX - Expenses Operational Fees Sales Fees Trading Fees Related Fees Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Investment performance is not a criterion. Notes. 2022 PLANADVISER Retirement Plan Adviser of the Year. Source: Workingmother.com (October, 2019) 2019 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2019. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. See how we can help you work toward your goalseven as they evolve over years or generations. Ratings are based on the opinion of the Financial Times and may not be representative of any one clients experience nor indicative of the financial advisors future performance. For more information, see www.SHOOKresearch.com. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 6/30/16 - 6/30/17. By looking to a portfolio's interest rate reset schedule in lieu of final maturity dates, the WAM measure effectively captures a fund's exposure to interest rate movements and the potential price impact resulting from interest rate movements. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. Read more factors supporting sustainable investing. Source: Barron's.com (June 2023) Barron's Top 100 Women Financial Advisors ranking awarded in 2023. At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. The rating may not be representative of any one clients experience because it reflects a sample of all of the experiences of the Financial Advisors clients. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/15 12/31/15. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 2019 Forbes America's Top Women Wealth Advisors. See how you can make meaningful contributions as a student or recent graduate at Morgan Stanley. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. 2016 Financial Times 401 Top Retirement Advisors. The UBS Trumbull Property Fund had a $7.2 billion queue for withdrawals 40% of its value as of the third quarter of 2022, according to a December presentation by Callan, a pension consultant. For more information, see www.SHOOKresearch.com. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2022 - Mar 2023. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Source: Forbes.com (Feb 2019) 2019 Forbes Best-In- State Wealth Advisors rankings awarded in 2019. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 2020 Forbes America's Top Wealth Advisors. This evaluation was not based on a specific time period, but was conducted by Five Star Professional (FSP) that considered, among other factors, the following: Source: planadviser.com (May 2012) awarded in 2012. We currently own and manage over 25,000 apartment homes in nine U.S. markets. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Investment performance is not a criterion. 2019 Financial Times 401 Top Retirement Advisors. Source: napa-net.org (November 2021) awarded in 2021. This ranking is not indicative of the Financial Advisors future performance. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. This ranking was determined based on an evaluation process conducted by ISS Media utilizing data from responses to the PLANADVISER Retirement Plan Adviser Survey as of Jan/Feb 2011. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients. Investment performance is not a criterion. Neither Morgan Stanley nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400. The rating is not indicative of the Financial Advisor's future performance. By providing capital to CDFIs, OFN helps fuel rebuild and recovery efforts through investment in affordable housing and homeownership, small business, and community facilities in areas that mainstream finance historically not reached. Rank. The rating is not indicative of the Financial Advisors future performance. The rating is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. For this initial contribution, MSIM is contributing at a rate of 0.042%. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2012 - Dec 2013. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for placement on its rankings. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Morgan Stanley has raised $3.1 billion for a new fund dedicated to global real estate bets, eclipsing the $2.7 billion it raised for a predecessor vehicle in 2018. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. This award was issued in 2022 and based on the evaluation process below. Source: Forbes.com (April 2019) 2019 Forbes America's Top Women Wealth Advisors ranking awarded in 2019. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. It is calculated at the end of each business day. Investment performance is not a criterion. endstream endobj 27211 0 obj <>stream - MORGAN STANLEY REAL ESTATE ADVISOR, INC. subscription required EXECUTIVE OFFICER ALLAN S. BUFFERD: subscription required DIRECTOR JOAN H. FALLON . Ratings are based on the opinion of ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. PLANADVISER Top 100 Retirement Plan Advisers 2021. Investors Seek To Pull $20 Billion From Core Real Estate Funds For more information, see www.SHOOKresearch.com. It is based solely from a set of quantitative variables and information from a survey supplied by the advisers themselves. 2023 Forbes Americas Top Wealth Management Teams Source: Forbes.com (November 2023) Forbes Americas Top Wealth Management Teams ranking awarded in 2023. Source: Barron's.com (April 2021) 2021 Barron's Top 100 Financial Advisors awarded in 2021. Investment performance is not a criterion. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Morgan Stanley Distribution, Inc. serves as distributor for the Morgan Stanley Institutional Liquidity Funds. Inflation Protection | Rhode Island State Investment Information Center This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/18 - 3/31/19. 2021 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. 0AIj%>"\((x"E;R#Y;J9sr\{2O Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking.
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