Morgan Stanley Stock Price, News & Analysis

Morgan Stanley Investment Management has successfully closed its North Haven Tactical Value II Fund LP (NHTV II) and affiliated funds, raising approximately $2 billion in committed capital. This represents a nearly 50% increase over the predecessor fund NHTV I. The Fund aims to provide credit, hybrid, and non-control equity investments in high-quality companies across various sectors and geographies.

Investors include some of the world's largest institutional investors and qualified individual investors. The Fund's strategy leverages Morgan Stanley's extensive client relationships and access to management teams, sourcing transactions from various internal groups and external networks. This approach allows the team to build a highly selective, low correlation portfolio with downside protection and upside participation potential.

Morgan Stanley (NYSE: MS) has announced its schedule for 2025 quarterly investor conference calls to discuss financial results:

• Q4 and Full-Year 2024: January 16, 2025, 8:30 a.m. (ET)
• Q1 2025: April 11, 2025, 9:30 a.m. (ET)
• Q2 2025: July 16, 2025, 8:30 a.m. (ET)
• Q3 2025: October 15, 2025, 9:30 a.m. (ET)

Financial results will be released at approximately 7:30 a.m. (ET) on each call day. Calls will be available at www.morganstanley.com with playbacks via webcast. Dial-in information will be provided later. Morgan Stanley, a leading global financial services firm, offers investment banking, securities, wealth management, and investment management services across 42 countries.

Morgan Stanley's 2024 Retirement Plan Survey reveals key trends in 401(k) plan management:

1. Consultant Demand: Over 80% of plan sponsors use consultants, with a shift towards higher-touch 3(38) investment manager services.

2. Expanding Investment Lineups: More than a third plan to increase investment options, including target date funds with guaranteed payouts, multi-asset strategies, and hybrid default options.

3. Participant Education Focus: Plan sponsors prioritize educational tools, with 47% relying on consultants for these resources.

The survey highlights the growing complexity in retirement plan management and the increasing reliance on consultants for comprehensive support.

Morgan Stanley Investment Management (MSIM) and Opportunity Finance Network (OFN) announced the deployment of a portion of their second annual contribution related to MSIM's money market funds' Impact Class shares. The total contribution of $350,000 was directed to OFN's Finance Justice Fund. The first recipient is the Wisconsin Native Loan Fund, Inc. (WINLF), a certified Native American Community Development Financial Institution (CDFI).

WINLF will use the grant to establish the Wisconsin Native Homeownership Coalition, aimed at increasing mortgage and homebuyer education opportunities for Native Americans in Wisconsin. The Coalition is expected to start in late 2024, with client services beginning in early to mid-2025. OFN will select two CDFIs advancing affordable housing and community development initiatives as grant recipients.

MSIM has committed to contribute at least 0.03% of the net annualized assets under management in the Impact Class shares and 0.01% in the Impact Partner Class shares for 2024 to support initiatives like OFN.

Morgan Stanley Wealth Management's quarterly retail investor pulse survey reveals cautious optimism despite short-term volatility. Key findings include:

• Investor bullishness slightly decreased to 59%, down 2 percentage points from last quarter
• Inflation concerns eased significantly, dropping 8 percentage points
• 64% of investors believe in a 'soft landing' for the economy, up 10 percentage points
• 68% feel the economy is healthy enough for additional rate cuts, up from 48% last quarter

Sector opportunities for Q4 2024 show IT remaining the top sector at 54% interest, followed by energy at 43% and health care at 36%. Chris Larkin, Managing Director at E*TRADE from Morgan Stanley, notes that investors are confident despite some trepidation about the election and geopolitical uncertainty.

Morgan Stanley (NYSE: MS) has released its third quarter 2024 financial results. The results are available on the company's Investor Relations website and have been filed with the SEC on Form 8-K. A conference call to discuss the results is scheduled for 8:30 a.m. (ET) today, accessible via webcast or by phone.

Morgan Stanley is a global financial services firm offering investment banking, securities, wealth management, and investment management services. The company operates in 42 countries, serving a diverse clientele including corporations, governments, institutions, and individuals.

Morgan Stanley Investment Management (MSIM) has closed its 1GT climate private equity fund at $750 million in equity capital commitments. The fund targets growth-oriented investments in companies aiming to mitigate climate change in North America and Europe. 1GT's goal is to avoid or remove one gigaton of CO2e emissions by 2050.

Key points:

• Investor group led by institutions from Europe, Japan, and North America
• Half of the 1GT team's financial incentives tied to achieving the emissions reduction goal
• Fund targets investments in mobility, power, sustainable food, agriculture, and circular economy
• 1GT is an Article 9 fund under the Sustainable Finance Disclosure Regulation
• Current investments include Instagrid, Huel, and Everstream Analytics

KBRA has assigned a BBB rating with a Stable Outlook to North Haven Private Income Fund 's $300 million, 5.75% senior unsecured notes due in 2030. The rating is supported by North Haven's strong ties to Morgan Stanley Asset Management's $1.5 trillion AUM and access to capital through Morgan Stanley Wealth Management. Key factors include:

1. North Haven's $4.4 billion investment portfolio (pro-forma $5.5 billion post-merger)
2. Low leverage of 0.42x (pro-forma ~0.80x)
3. Diversified funding mix with 69% unsecured debt
4. Solid liquidity with $1.52 billion available credit and $165.9 million cash
5. operating history offset by management's long tenure in private credit

The company operates as a BDC and RIC, with MS Capital Partners Adviser Inc. as its investment adviser.

Datamaran, a leader in the ESG software market, has secured $33 million in Series-C financing from Morgan Stanley Expansion Capital. This investment validates Datamaran's global leadership and will be used to accelerate growth in the U.S. and Europe, as well as advance initiatives in generative AI. The company has more than doubled its subscription revenue in the past 18 months, driven by increasing demand for its ESG governance and risk solutions.

Datamaran's platform allows nearly 200 clients, including major corporations and organizations, to monitor over 400 external risk factors and comply with more than 4,000 ESG regulations and standards globally. The company's database of 9,000 companies enables customers to benchmark themselves, set targets, and drive efficiency and profitability. This financing round positions Datamaran to further penetrate the U.S. market and potentially add more Fortune 500 companies to its client roster.