Firm recognized for industry-leading risk management technology solutions and analytics that help its Financial Advisors mitigate risk in client portfolios

Morgan Stanley (NYSE: MS) today announced that its Portfolio Risk Platform has won Celent’s Model Wealth Manager 2023 Award in the Data and Analytics category, honored for best practices of technology usage in different areas critical to success in wealth management.

Celent, a global research and advisory firm for the financial services industry, recognizes financial institutions as ‘model wealth managers’ for their outstanding technology initiatives. Celent’s Model Wealth Manager Data and Analytics category recognizes the use of data in driving competitive advantage.

Morgan Stanley’s Portfolio Risk Platform and the risk analytics integrated into their proprietary platform applications help its Financial Advisors leverage dynamic risk insights across thousands of risk factors. Built in partnership with BlackRock and powered by Aladdin, Financial Advisors are able to instantly analyze an entire book of business, including assets held away, which helps identify and mitigate risk in client portfolios.

“We are thrilled to be recognized once again by Celent for our innovative portfolio risk management platform,” said Chris Scott-Hansen, Associate Director of Consulting Group and Head of Trading and Managed Solutions at Morgan Stanley Wealth Management. “Today’s financial markets are changing rapidly and adverse events such as rising inflation, the war in Ukraine and ongoing market volatility have altered the investing landscape. This makes understanding portfolio downside risk even more crucial for those active in investing. Whether you are incorporating alternative investments or more traditional investments viewing risks through advanced data analysis and an enhanced lens can help our clients make smarter more informed investment decisions.”

According to Julia Chung, Senior Analyst at Celent: “The Portfolio Risk Platform continues to make transformational breakthroughs in the investment practices of wealth management, with its first-of-a-kind risk management solution—delivering a suite of risk modeling capabilities that demonstrate risk factor exposure, volatility, and how markets could react in different economic scenarios. Since the last launch, the platform expanded their holistic portfolio allocation dashboard to further develop simulated market scenarios and identify new business opportunities using granular risk metrics and historical and forward-looking volatility estimations for better informed risk-managed investment strategies.”

Since the launch of Morgan Stanley’s Portfolio Risk Platform in 2018, the firm enacted unique technology integrations that now support Financial Advisors and their teams daily with respect to portfolio and risk advice decisions. It is particularly valued for its ability to provide Financial Advisors with hypothetical illustrations of the effect of market shocks and historical events within client portfolios. Morgan Stanley’s Portfolio Risk Platform also received the American Financial Technology Award for Best Risk Management Initiative in 2022, the Aite Group Digital Innovation in Wealth Management Impact Innovation Award for Digital Client Engagement, the Celent Model Wealth Manager Award for Products and Platforms in 2021 and the Money Management Institute (MMI) and Barron’s award for digital innovation in 2019.

For more information about Morgan Stanley Wealth Management’s Portfolio Risk Platform, please visit: https://players.brightcove.net/644391012001/S1g5wv8HqW_default/index.html?videoId=6128686733001

About Morgan Stanley Wealth Management

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.

About Morgan Stanley

Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in 41 countries, the Firm’s employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com.

The Celent Model Wealth Manager 2023 Award for Data and Analytics was granted to Morgan Stanley Smith Barney LLC (“Morgan Stanley”) following an evaluation process conducted by Celent analysts. To be considered for this award, Morgan Stanley submitted a Model Wealth Manager 2023 Nomination Award Worksheet to Celent on or about October 2022. Celent judged each submission on three criteria: (1) Measurable business benefits of live initiatives; (2) degree of innovation relative to the industry; and (3) technology or implementation excellence. In order to win, the initiatives must demonstrate clear business benefits, innovation, and technology or implementation excellence.

Celent does not receive compensation from the participating firms in exchange for the award and Morgan Stanley did not pay a fee to Celent in exchange for the award. Morgan Stanley is not affiliated with Celent. This award was granted to Morgan Stanley based on the time period from January 2022 to October 2022. Celent is a global financial services research and advisory firm and is responsible for determining the recipient of this award.

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