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Posted on August 1, 2023August 1, 2023 By mustang No Comments on Monetary


*Cash Administration Institute, 2022 Retail Distribution of Different Investments; conventional different investments AUM throughout 4 wirehouses was $270Bn in 2021, whereas Morgan Stanley represented ~$140Bn.

**Morgan Stanley Wealth Administration Different Investments Group, As of December 31, 2022

The Portfolio Evaluation report (“Report”) is generated by Morgan Stanley Smith Barney LLC’s (“Morgan Stanley”) Portfolio Danger Platform. The assumptions used within the Report incorporate portfolio threat and state of affairs evaluation employed by BlackRock Options (“BRS”), a monetary know-how and threat analytics supplier that’s impartial of Morgan Stanley. BRS’ function is proscribed to offering threat analytics to Morgan Stanley, and BRS isn’t appearing as a broker-dealer or funding adviser nor does it present funding recommendation with respect to the Report. Morgan Stanley has validated and adopted the analytical conclusions of those threat fashions. E*Commerce Capital Administration LLC and E*Commerce Securities LLC are associates of Morgan Stanley Smith Barney LLC (“MSSB”). Sure SMA methods, ETFs and Mutual Funds which are sponsored, managed or sub suggested by, or obtain different companies from, MSSB or our associates, together with however not restricted to Morgan Stanley Funding Administration (“MSIM”) and Eaton Vance Administration (“EVM”), Boston Administration and Analysis, Calvert Analysis and Administration, Atlanta Capital Administration Firm and Parametric Portfolio Associates, could also be included in a consumer’s account.

© 2023 Morgan Stanley Smith Barney LLC. Member SIPC.

CRC#5704184 (06/2023)



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