*Money Management Institute, 2022 Retail Distribution of Alternative Investments; traditional alternative investments AUM across 4 wirehouses was $270Bn in 2021, while Morgan Stanley represented ~$140Bn.
**Morgan Stanley Wealth Management Alternative Investments Group, As of December 31, 2022
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. E*Trade Capital Management LLC and E*Trade Securities LLC are affiliates of Morgan Stanley Smith Barney LLC (“MSSB”). Certain SMA strategies, ETFs and Mutual Funds that are sponsored, managed or sub advised by, or receive other services from, MSSB or our affiliates, including but not limited to Morgan Stanley Investment Management ("MSIM") and Eaton Vance Management ("EVM"), Boston Management and Research, Calvert Research and Management, Atlanta Capital Management Company and Parametric Portfolio Associates, may be included in a client’s account.
© 2023 Morgan Stanley Smith Barney LLC. Member SIPC.