Morgan Stanley

Morgan Stanley Smith Barney Congratulates Clients BAE Systems, Henderson Global Investors and Invensys on ifs ProShare Awards Recognition

Dec 6, 2011

New York —


Morgan Stanley Smith Barney is pleased to announce that three of its stock plan clients were recognized for their hard work in the industry at the prestigious ifs ProShare Awards at the 2011 awards ceremony in London on November 30.

BAE Systems was awarded a commendation for the ifs ProShare award category of “Most Effective Communication (15,001 + employees).” The judges were impressed with the use of discussion and bulletin boards within the comprehensive Share Incentive Plan communication campaign. They particularly liked the way employees were directed to the share portal and how the calculators and online statements provided a clear overview of choices.

Henderson Global Investors received an ifs ProShare award for the “Best Overall Performance in Fostering Employee Share Ownership (1,001 – 15,000 employees).”  They have won this award for three consecutive years, but in the category of under 1,000 employees.  They also went on this year to win for the second time (last won in 2009) the award for “Most Effective Communication.”  Henderson continues to build on their previous success and consistently set the bar in fostering employee share ownership. The organisation shows a clear commitment to employee share ownership while taking care to give employees the tools they need to make informed investment choices.

Invensys was awarded a commendation for the “Best International Share Plan” category. This entry included innovative ideas such as a dedicated “Participant Portal” only accessible by eligible employees via a link emailed to them by their Local Plan Administrator (LPA). It also included a comprehensive communication programme such as web conferences with LPAs, team briefings, email broadcasts and posters. The judges thought that the time invested in including China and the strong participation levels made this a highly commended submission.

Jay Foley, Managing Director for Morgan Stanley Smith Barney in London, said, “We at Morgan Stanley Smith Barney are delighted and congratulate BAE Systems, Henderson, and Invensys for their achievements. This recognition illustrates their dedication to excellence in the industry, and we’re proud to have them as our clients.”

The ifs ProShare Awards are now in their 19th year, celebrating the excellence and commitment from companies in the employee share plan industry throughout the UK and Europe, acting as a barometer for trends and the future of equity compensation. ifs ProShare is a not-for-profit organization that provides a voice for the Employee Share Ownership (ESO) industry. Acting as an essential point of liaison between ESO professionals, service providers and companies committed to and involved in employee share plans and other employee share ownership schemes; providing a forum for members to come together and share knowledge, ideas and expertise; and supporting ESO through liaison with members to provide information on employee share plans, to encourage sharing of best practice, commission research and engage in dialogue with relevant industry bodies. For more information visit

Morgan Stanley Smith Barney, a global leader in wealth management, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement and trust services. In the UK, Morgan Stanley Smith Barney is a trading named used by Morgan Stanley Private Wealth Management for its Global Stock Plan Services Division.

Morgan Stanley Smith Barney Global Stock Plan Services has almost 40 years' experience and is an industry-leading provider of share plan services, providing a vast range of services to approximately 550 corporate clients and managing their 1,100 equity compensation plans worldwide. We offer a wide range of products and services to meet our clients’ equity plan needs. Morgan Stanley Smith Barney Global Stock Plan Services provides a comprehensive, integrated administration and brokerage solution for share option, employee stock purchase, restricted stock and performance-based share awards, or if you prefer to retain administration in-house, we can provide a link between your share plan database and our trading systems. For more information please visit

Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, institutions and individuals from more than 1,300 offices in 42 countries. For further information about Morgan Stanley, please visit

Media Relations Contact: Tricia Nestfield, 914.225.6369