Technology

Morgan Stanley's continued commitment to technology has resulted in a market leading position —our proprietary systems have been built specifically for hedge funds and our sustained investment gives us the flexibility to continuously innovate for clients.   Our new platform, Matrix, is a visually impressive, powerful and convenient way to manage your Morgan Stanley relationship. Matrix provides you with consolidated information across multiple asset classes and customizable views tailored for hedge fund managers, CFOs, COOs, front office and operational staff. Our award-winning Matrix platform is designed around your needs and provides a single access point across multiple Morgan Stanley businesses.

Features Include:

Personalized Dashboard

  • Customizable dashboard with essential information for hedge fund managers, CFOs, COOs, front-office and operational staff
  • Consolidated, cross-asset class view of your portfolio, highlighting important information such as margin data, Morgan Stanley's market insight, operational risk metrics, and portfolio exposure
  • Effortless navigation from the dashboard to relevant tools within the Matrix portal
  • Click2Dial system initiating phone calls to Morgan Stanley representatives with a single click

Margin Transparency

  • Margin transparency across multiple accounts and products
  • Position-level margin detail, explaining daily changes in margin requirement and excess

Proprietary Risk Management

  • Risk management tools that leverage proprietary models used by Morgan Stanley's internal risk systems
  • Multiple risk measures including interactive "slice and dice" of exposures, liquidity and VaR analyses
  • "What If" tool to determine the risk impact of additional positions
  • Active risk analysis of benchmarked portfolios, as well as hypothetical and historical scenarios

Real-Time Operational Risk Management

  • Real-time management of operational and settlement risk across trade and cash transactions
  • Tools to enter, search for and authorize cash wires, with flexible authorization rules
  • Clearly highlighted trade breaks and cash wires requiring authorization
  • Corporate actions notification tool with the ability to review and elect on corporate events

Multi-Asset Class Portfolio Analysis

  • Flexible products for querying current and historical positions and transactions
  • Historical transaction query
  • Position-level drilldown to historical trade information

Comprehensive Reporting Suite

  • Extensive cross-product reports including our Multi-Asset Class offering, which consolidates data across asset classes into a single report or data file
  • Convenient access to current and historical reports online

 Our People
Morgan Stanley’s Prime Brokerage division offers a workplace culture that is like no other in the industry. 
 Other Services

Wealth Management

Services for Small U.S. Businesses

MSCI Barra