Morgan Stanley

Morgan Stanley Wealth Management Global Investment Solutions Launches New UIT Portfolio

Oct 25, 2016

Invests in stocks projected to benefit from disruption in the automotive industry and related changes to consumer behavior

New York —

Morgan Stanley Wealth Management’s Global Investment Solutions announced the launch of its latest UIT portfolio: The M.A.D.E. Portfolio, 2016 – Shared Mobility, Autonomous Driving and Electrification. 

This portfolio is based on “The Shared Autonomous 30,” a report by the Morgan Stanley Research team.  The portfolio consist of approximately 30 securities that the research team believes are best positioned to benefit from growth opportunities in a new era of transportation created by disruptive technologies that are transforming the automotive industry. 

The portfolio is a Unit Investment Trust, with a three-year life, consisting primarily of large cap stocks with market capitalization exceeding $1 billion.  Morgan Stanley Wealth Management Capital Markets and Morgan Stanley Investment Management support the sales distribution. 

“We are pleased to leverage the Firm’s intellectual capital to deliver an innovative product to our Financial Advisors and their clients,” said Ben Huneke, Head of Investment Solutions for Morgan Stanley Wealth Management.  “This is another example of how we are able to harness the collective resources across the entire Firm to make ideas investable.” 

Morgan Stanley & Co. Research identifies stocks covering over a dozen industries in the following areas:

  • Shared mobility: Partial ownership and/or common use of vehicles

  • Autonomous driving: Self-driving cars

  • Electrification: Electrically powered automobiles

  • Automotive ecosystem: Firms that provide the content, resources and technology to develop and implement M.A.D.E. automobiles, and are exposed to the consumer behavioral changes these vehicles enable. 

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    Morgan Stanley Wealth Management, a global leader, 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, cash management and lending products and services, annuities and insurance, retirement and trust services.   

    Morgan Stanley (NYSE: MS) is a leading global financial services firm providing investment banking, securities, wealth management and investment management services.  With offices in more than 43 countries, the Firm’s employees serve clients worldwide including corporations, governments, institutions and individuals.  For further information about Morgan Stanley, please visit

    Investors should consider the investment objectives, risks, and charges and expenses carefully before investing. Contact your Financial Advisor or call Morgan Stanley Smith Barney LLC at 1-800-869-0690 to request a prospectus, which contains this and other information about the portfolio. Read it carefully before you invest. 

    This investment involves all the risks of investing in the stock market, including the risk of loss.  Portfolios that invest a large percentage of assets in only one industry sector (or in only a few sectors) are more vulnerable to fluctuations in those sectors than those that diversify among a broad range of sectors.

    ©2016 Morgan Stanley Smith Barney LLC. Member SIPC.  Morgan Stanley Wealth Management is the trade name.

Media Relations: Christine Jockle, 914.225.6827

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