thewealthnet     About Us    |    FAQs    |    Contact Us
  Advanced Search       RSS Feed  twitter  linkedin 
Welcome to thewealthnet    |   Europe, Middle East & Africa Get The App   |   Login
  Sun 15th Jul 2018  |    Make this my homepage  
Subscribe now!
Credit Cards Accepted
World Map
Morgan Stanley Wealth Management launches online platform
05/12/2017 , News Team

Morgan Stanley Wealth Management has launched Morgan Stanley Access Investing, a new online investing platform, which is part of Morgan Stanley’s ongoing efforts to develop digital tools that can deliver “the firm’s human capital and insights to more clients, with greater efficiency and personalisation”.

The new offering aims to help build, monitor and automatically rebalance a diversified portfolio. Building on the firm’s proprietary Goals-Based Wealth Management technology, Access Investing is designed to help investors who have less complex needs meet their unique financial goals – whether they are saving for retirement, buying a new car or purchasing a home – all while accounting for their time horizon and risk tolerance.

Additionally, Access Investing allows Morgan Stanley’s financial advisers to expand their reach and nurture future clients by building a pipeline to the next generation of high net worth clients.

“Morgan Stanley Access Investing leverages the firm’s intellectual capital to reach a broader audience of investors who are looking to achieve their financial goals,” said Naureen Hassan, chief digital officer, Morgan Stanley Wealth Management. “Morgan Stanley Access Investing is an opportunity for financial advisers to grow their book of business by making connections with prospects earlier and eventually establishing full service relationships when clients are ready.”

Built entirely in house, Access Investing provides access to “low cost, high quality portfolios backed by the investment expertise of Morgan Stanley”. Portfolios are based on asset allocation insights from Morgan Stanley’s global investment committee, and they range across a core portfolio of mutual funds and ETFs – combining elements of active and passive management – an ETF-only market tracking portfolio, and seven thematic portfolios. Sample themes include sustainability, gender diversity, next wave technology and emerging market trends.

Morgan Stanley studies have shown that 86 percent of Millennials – broadly defined as those born between the early 1980s and 2000 – say they are interested in socially responsible investing. Millennials are also twice as likely to invest in a fund if social responsibility is part of the value-creation thesis.

“Our analysis has shown that the next generation of high net worth individuals is looking for more than traditional portfolio allocation. By offering a diverse set of portfolios, we are enabling our clients to invest in what they believe,” said Lisa Shalett, head of investment and portfolio solutions.

Share with Linkedin Share with Twitter
Poor   Average   Good   Excellent
thewealthnet archives contain 49,636 articles dating back to 1997,making it the largest single source of information on the wealth management industry world-wide. To search for more articles, please click here.


© This article originally featured on thewealthnet. It is protected by international copyright law. If you copy this article illegally, you will be liable to prosecution. All rights in and relating to this article are expressly reserved. No part of this article may be reproduced, stored in a retrieval system or transmitted in any form or by any means without written permission from the publishers.

    Latest Headlines:    by Topic | All News
  Advertise   |   Contribute   |   Press Release   |   Terms of Use   |   Privacy   |   Contact Us Copyright Pam Insight Ltd., All Rights Reserved