Our Insights
Our Insights
STAY UP TO DATE
- Sign Up For Our Newsletter
- Listen To Our Podcasts
- At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.
  
  Personal Finance
  
  Learn from our industry leaders about how to manage your wealth and help meet your personal financial goals.
- At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.
  
  Market Trends
  
  From volatility and geopolitics to economic trends and investment outlooks, stay informed on the key developments shaping today's markets.
- At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.
  
  Technology & Disruption
  
  Whether it’s hardware, software or age-old businesses, everything today is ripe for disruption. Stay abreast of the latest trends and developments.
- At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.
  
  Sustainability
  
  Our insightful research, advisory and investing capabilities give us unique and broad perspective on sustainability topics.
- At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.
  
  Diversity & Inclusion
  
  Multicultural and women entrepreneurs are the cutting-edge leaders of businesses that power markets. Hear their stories and learn about how they are redefining the terms of success.
Featured

Ideas Coronavirus: Economic Risk and Recovery

Sustainability The Scale of Sustainable Investing

Wealth Management Keeping Market Volatility in Perspective
What We Do
What We Do
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Wealth Management
  
  We help people, businesses and institutions build, preserve and manage wealth so they can pursue their financial goals.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Investment Banking & Capital Markets
  
  We have global expertise in market analysis and in advisory and capital-raising services for corporations, institutions and governments.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Sales & Trading
  
  Global institutions, leading hedge funds and industry innovators turn to Morgan Stanley for sales, trading and market-making services.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Research
  
  We offer timely, integrated analysis of companies, sectors, markets and economies, helping clients with their most critical decisions.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Investment Management
  
  We deliver active investment strategies across public and private markets and custom solutions to institutional and individual investors.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Morgan Stanley at Work
  
  We provide comprehensive workplace financial solutions for organizations and their employees, combining personalized advice with modern technology.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Sustainable Investing
  
  We offer scalable investment products, foster innovative solutions and provide actionable insights across sustainability issues.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Inclusive Innovation
  
  From our startup lab to our cutting-edge research, we broaden access to capital for diverse entrepreneurs and spotlight their success.
About Us
About Us
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Core Values
  
  Everything we do at Morgan Stanley is guided by our five core values: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back.
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Leadership
  
  Morgan Stanley leadership is dedicated to conducting first-class business in a first-class way. Our board of directors and senior executives hold the belief that capital can and should benefit all of society.
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  History
  
  From our origins as a small Wall Street partnership to becoming a global firm of more than 60,000 employees today, Morgan Stanley has been committed to clients and communities for 85 years.
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Locations
  
  The global presence that Morgan Stanley maintains is key to our clients' success, giving us keen insight across regions and markets, and allowing us to make a difference around the world.
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Diversity
  
  Morgan Stanley is differentiated by the caliber of our diverse team. Our culture of access and inclusion has built our legacy and shapes our future, helping to strengthen our business and bring value to clients.
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Sustainability
  
  Our firm's commitment to sustainability informs our operations, governance, risk management, diversity efforts, philanthropy and research.
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Giving Back
  
  At Morgan Stanley, giving back is a core value—a central part of our culture globally. We live that commitment through long-lasting partnerships, community-based delivery and engaging our best asset—Morgan Stanley employees.
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Technology
  
  As a global financial services firm, Morgan Stanley is committed to technological innovation. We rely on our technologists around the world to create leading-edge, secure platforms for all our businesses.
Careers
Careers
- Students & Graduates
  - Programs
  - Resources
- Experienced Professionals
- We believe our greatest asset is our people. We value our commitment to diverse perspectives and a culture of inclusion across the firm. Discover who we are and the right opportunity for you.
  
  Students & Graduates
  
  A career at Morgan Stanley means belonging to an ideas-driven culture that embraces new perspectives to solve complex problems. See how you can make meaningful contributions as a student or recent graduate at Morgan Stanley.
- We believe our greatest asset is our people. We value our commitment to diverse perspectives and a culture of inclusion across the firm. Discover who we are and the right opportunity for you.
  
  Experienced Professionals
  
  At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. See how you can continue your career journey at Morgan Stanley.
Featured

Careers Meet the Minds Breaking the Mold

Careers Explore Our Culture

Technology Yes, You Can Be a Tech Innovator at Morgan Stanley

Morgan Stanley Portfolios:
Making Research Investable

Unit Investment Trusts (UITs) are idea-driven portfolios that turn innovative trends, themes and insights into powerful investments across asset classes and market sectors.

EXCLUSIVITY

Differentiated UIT offerings are only available through a Morgan Stanley Financial Advisor

WORLD-CLASS RESOURCES

Morgan Stanley UITs harness original research and innovative investment strategies to create portfolios across a variety of market sectors and investment themes

ACCESS AND TRANSPARENCY

Morgan Stanley UITs offer transparent access to investment selections based on firm research

Powerful Ideas

Insights sources from the full scale and global reach of the Firm

Investable Products

Original research and innovative solutions

Product Approval

Products are evaluated and approved by experienced investors

Ongoing Oversight

Products are continuously monitored

MORGAN STANLEY PORTFOLIOS

Opportunistic Portfolios

Some of our portfolios convert disruptive trends into timely investable products or take advantage of the context of current market conditions that may have a limited horizon. As trends shift, so will the flow of ideas that our teams convert into UITs.

Life After Covid, Series 1 Global Best Business Models, Series 3 Stocks for 2023

Recurring Portfolios

Others are built around recurring goals that are less susceptible to changing trends or economic conditions—generating dividend income, for example. At maturity, these UITs offer the option of rolling over into a new series of the same portfolio.

Optimized Equity Dividend Strategy, Series 13

Investing in disruption

A UIT is a cost effective way to invest in a market insight, a disruptive trend or any other investable objective—from providing dividend income to taking advantage of shifts in a specific industry that may impact multiple sectors. Morgan Stanley UITs offer:

World Class Resources

Morgan Stanley UITs offer institutional level access to high-end investment managers at a low cost of entry. Our UITs harness original research, innovative investment strategies and risk management to create portfolios across a variety of market sectors and investment themes.

Diversification

Each portfolio is selected based on its investment objective. Holdings within a UIT generally remain fixed, which can help avoid overweighting securities. Each UIT is a professionally selected portfolio of securities with limited cash positions—so more of your money is working in the market.

Exclusivity & Transparency

After identifying attractive opportunities, we transform them into actionable investment ideas. From a product’s inception through its lifespan, we perform ongoing monitoring. Morgan Stanley UITs also offer direct access to our portfolio managers and research analysts with full transparency.

Morgan Stanley is one of the largest distributors of UITs, with access to more than 300 third-party offerings as well as our own proprietary UIT products, available exclusively to our clients. Talk to your Financial Advisor about which best fits your goals.

Ready to get started? Talk to your Financial Advisor

Get Started

Not a Morgan Stanley Client? Click here to find a Financial Advisor.

Investors should carefully consider the investment objectives, risks, charges and expenses of a UIT before investing. The prospectus contains this and other information about the UIT. To obtain a prospectus, please utilize this website or contact your Financial Advisor. Please read the prospectus carefully before investing.

In general, UITs use a buy and hold strategy that is designed to remain fixed over their respective terms. UITs issue redeemable securities or "units" at prices based on net asset value. Units can be sold at any time, at a price that will reflect the net asset value on the date of sale less any remaining deferred sales charge and/or other charges as applicable. The proceeds may be more or less than the original value of a client's investment. Clients should consider the tax implications of investing in successive portfolios if one is available. Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Clients should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

Choosing a UIT that is right for you depends on your tolerance for risk, among other things. As with any equity investment, unit prices will fluctuate and there is no assurance that prices will appreciate and not decline over the life of a UIT. Stock prices can be volatile and holders can lose money by investing in a UIT. The amount of dividends a client receives depends on each issuer's dividend policy, the financial condition of the securities and general economic conditions. Clients should understand the potential risks associated with common stocks. Since UITs may invest in securities of issuers located in foreign markets, please see the applicable UIT’s prospectus for more information on the risks associated with investments in foreign securities, which may be magnified in emerging markets. In addition, since UITs may invest significantly in one or more sectors, please see the applicable UIT’s prospectus for more information on the risks associated with more concentrated portfolios.

CRC#3495633 (03/2021)

Morgan Stanley Portfolios: Making Research Investable