The Firm’s Portfolio Risk Platform has been recognized by Datos Insights for Advisor Enablement

Morgan Stanley (NYSE: MS) today announced that Datos Insights, a global advisory firm providing mission-critical insights on technology, regulations, strategy, and operations to the Financial Services industry, has recognized Morgan Stanley’s Portfolio Risk Platform as a winner of the 2024 Digital Wealth Management Impact Innovation award for Advisor Enablement.

The award for Advisor Enablement is given for excellence and innovation in how wealth managers are enabling advisors to serve clients, including (but not limited to) next best action programs, advisor workstations, and sustainable investing platforms.

“We are thrilled to be recognized by Datos for our innovative portfolio risk management platform,” said Chris Scott-Hansen, Associate Director of Consulting Group and Head of Trading and Managed Solutions at Morgan Stanley Wealth Management. “Today’s financial markets are changing rapidly and adverse events such as rising global tensions and US elections have impacted the investing landscape. This makes understanding portfolio downside risk even more crucial for those active in investing. Whether you are incorporating alternative investments or more traditional investments viewing risks through advanced data analysis and an enhanced lens can help our clients make smarter more informed investment decisions.”

The Portfolio Risk Platform was built in partnership with the Morgan Stanley Executive Sponsors and BlackRock Solution’s product team to help ensure financial advisors have an accurate and transparent view into their client’s portfolio risk. The team integrated BlackRock’s factor risk model with Morgan Stanley’s analytics and market insights to build a robust platform specific to Morgan Stanley focused on risk, historical and hypothetical scenario analysis, and proposal generation at the security level for all product types (Equities, Fixed Income, Alternatives, Annuities, Structured Products, and Multi-Asset Securities).

Since the launch of Morgan Stanley’s Portfolio Risk Platform in 2018, the firm enacted unique technology integrations that now support Financial Advisors and their teams daily with respect to portfolio and risk advice decisions. It is particularly valued for its ability to provide Financial Advisors with hypothetical illustrations of the effect of market shocks and historical events within client portfolios. Morgan Stanley’s Portfolio Risk Platform also received the American Financial Technology Award for Best Risk Management Initiative in 2022, the Celent Model Wealth Manager Award for Products and Platforms in 2021, and the Money Management Institute (MMI) and Barron’s award for digital innovation in 2019.

For more information about Morgan Stanley Wealth Management’s Portfolio Risk Platform, please visit: https://players.brightcove.net/644391012001/S1g5wv8HqW_default/index.html?videoId=6128686733001

About Morgan Stanley

Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in 42 countries, the Firm’s employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com.

The Digital Wealth Management Impact Innovation Award was awarded in 2024. A panel of four external experts on digital wealth management selected the winners based on the following criteria, which were considered when scoring each entry:

• Level of innovation and competitive advantage
• Market needs assessment
• Impact on customer experience
• Impact on customer operational efficiency
• Level of new revenue opportunity for the organization
• Impact on customer retention/new customer attraction
• Level of scalability across customer base
• Future roadmap

This ranking was determined based on an evaluation process during the period from 08/01/2024 – 08/25/24. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Datos Insights. Rankings are based on the opinions of Datos Insights and this award may not be representative of any one client’s experience. This Award is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Datos Insights. For more information, see Visit datos-insights.com to learn more.

Morgan Stanley Smith Barney LLC offers investment program services through a variety of investment programs, which are opened pursuant to written client agreements. Each program offers investment managers, funds and features that are not available in other programs; conversely, some investment managers, funds or investment strategies may be available in more than one program. Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on a client’s specific investment objectives and financial position, may not be appropriate for the client. Please see the applicable program disclosure document for more information, available at www.morganstanley.com/ADV.

The Portfolio Analysis report (“Report”) is generated by Morgan Stanley Smith Barney LLC’s (“Morgan Stanley”) Portfolio Risk Platform. The assumptions used in the Report incorporate portfolio risk and scenario analysis employed by BlackRock Solutions (“BRS”), a financial technology and risk analytics provider that is independent of Morgan Stanley. BRS’ role is limited to providing risk analytics to Morgan Stanley, and BRS is not acting as a broker-dealer or investment adviser, nor does it provide investment advice with respect to the Report. Morgan Stanley has validated and adopted the analytical conclusions of these risk models.

This material has been prepared for informational purposes only. This material is not an offer to buy or sell or a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. It is important that Financial Advisors and Private Wealth Advisors adhere to all Morgan Stanley Smith Barney LLC solicitation policies and procedures.

This material has been prepared without consideration of the investment objectives, risk tolerance or financial circumstances of any specific investor. Before making a recommendation, the Financial Advisor or Private Wealth Advisor must (i) have a reasonable basis for such a recommendation, (ii) take into account the client's circumstances, objectives and risk tolerance to ensure it is appropriate for the client, (iii) remind the client that Morgan Stanley Smith Barney LLC does not render advice on tax and tax accounting matters and urge the client to consult his/her personal tax and/or legal advisor to learn about any potential tax or other implications that may result from acting on a particular recommendation and (iv) inform the client of the risks applicable to the particular investment recommendation.

This material may provide the addresses of, or contain hyperlinks to, websites. Except to the extent to which the material refers to website material of Morgan Stanley Wealth Management, the firm has not reviewed the linked site. Equally, except to the extent to which the material refers to website material of Morgan Stanley Wealth Management, the firm takes no responsibility for, and makes no representations or warranties whatsoever as to, the data and information contained therein. Such address or hyperlink (including addresses or hyperlinks to website material of Morgan Stanley Wealth Management) is provided solely for your convenience and information and the content of the linked site does not in any way form part of this document. Accessing such website or following such link through the material or the website of the firm shall be at your own risk, and we shall have no liability arising out of, or in connection with, any such referenced website. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.

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