Morgan Stanley

Morgan Stanley Wins Three Industry Awards from Money Management Institute and Barron’s for Innovation in Investment Advisory Solutions

Oct 23, 2019

Modern Wealth Platform (WealthDesk), Portfolio Risk Platform and Morgan Stanley Impact Quotient are cited

New York —

Morgan Stanley today announced that it has won three industry awards from the Money Management Institute (MMI) and Barron’s. The awards include Sponsor Platform of the Year for Morgan Stanley’s Modern Wealth Platform (WealthDesk); Digital Innovation for Morgan Stanley’s Portfolio Risk Platform; and Sustainable Investing for Morgan Stanley Impact Quotient™.

The Sponsor Platform of the Year category honors a sponsor platform that exemplifies innovations that potentially deliver better outcomes for investors and Financial Advisors. Morgan Stanley’s Modern Wealth Platform (WealthDesk) offers a comprehensive technology platform that leverages the Firm’s investment advice and solutions to enable Financial Advisors to deliver a repeatable, customized, dynamic wealth strategy to help clients achieve their financial goals. Wealth Desk provides Financial Advisors with one dashboard for all of their financial planning, advice and implementation tasks.

The Digital Innovation category honors a new technological innovation (or specific enhancement to an existing platform or tool) that enhances the investor or Financial Advisor experience with advisory solutions. Morgan Stanley’s Portfolio Risk Platform and the risk analytic integrations into their proprietary platform applications, help Financial Advisors leverage dynamic risk insights in real time across thousands of risk factors. Built in partnership with BlackRock’s Aladdin, Financial Advisors are able to instantly analyze an entire book of business, including assets held away, that enhances their risk advice with clients and ongoing investment management decisions at Morgan Stanley. 

The Sustainable Investing category honors programs that support awareness and adoption of sustainable and ESG investing. Morgan Stanley Impact Quotient (Morgan Stanley IQ), launched in July, is a powerful analytical tool that helps investors gain insight into the alignment of their investment portfolios with over 100+ environmental and social impact objectives and provides transparency across three distinct dimensions of impact: exposure, alignment and activation. 

“We would like to thank MMI and Barron’s for this recognition that underscores the value that our investments in tools, resources and technology are having for our clients and Financial Advisors,” said Andy Saperstein, Head of Morgan Stanley Wealth Management.

Established in 1997, MMI is the industry association representing financial services firms that provide financial advice and investment advisory solutions to individual and institutional investors. Now in their eleventh year, the Industry Awards recognize innovation and achievement in the investment solutions industry. 

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, investment management and wealth management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For more information about Morgan Stanley, please visit

The assumptions used in Morgan Stanley’s Portfolio Risk Platform 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 a Portfolio Risk Platform report. Morgan Stanley has validated and adopted the analytical conclusions of these risk models.

Nominations for the 2019 MMI/Barron’s Industry Awards were submitted in an open nomination process, and finalists were selected by a special review committee representing all segments of MMI’s membership. MMI member firms vote to determine the winners in each category.

© 2019 Morgan Stanley Smith Barney LLC. Member SIPC.

CRC 2781168  10/2019

Media Relations: Christine Jockle, 914.225.6827,

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