Barring Environmental Dislocations, Morgan Stanley Is on Track to Meet 2017 Goals
Barring severe financial market dislocations from U.S. government policies, European elections, and Brexit, Morgan Stanley is well on track to meet its 2017 goals of a return on equity of 9%-11%, wealth management operating margin of 23%-25%, and improved fixed-income trading results. The company was well within these targets in the first quarter of 2017 with an annualized return on equity of 10.7%, a wealth management operating margin of 24%, and fixed-income trading of $1.7 billion compared wi...Morgan Stanley is a financial holding company. Through its subsidiaries and affiliates, the company advises, and originates, trades, manages and distributes capital for, governments, institutions and individuals. The company's segments are: Institutional Securities, which provides investment banking, sales and trading, lending and other services; Wealth Management, which provides brokerage and investment advisory services, financial and wealth planning services, stock plan administration services, annuity and insurance products, residential real estate loans and other lending products, banking, and retirement plan services; and Investment Management, which provides investment strategies and products.
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors.
Morningstar provides data on approximately 530,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 18 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and had approximately $185 billion in assets under advisement and management as of June 30, 2016.
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