What is the working environment like at Morgan Stanley

Morgan Stanley "Systemically important financial institution"

Morgan Stanley is one of the 29 systemically important banks on the Financial Stability Board - the international organization that oversees the global financial system. With total assets of US $ 851.73 billion and sales of US $ 37.9 billion in 2017, the traditional institute is one of the largest banks in the world. The bank emerged from the division of JP Morgan on the basis of the Glass-Steagall Acts 1935, which was supposed to protect America's stock exchanges from another "Great Depression". The federal laws separated the lending business with private customers from the investment banks.

Morgan Stanley is now active in the investment banking sector. The fields of activity are divided into three areas. The Institutional Securities Group was the most profitable segment in recent years. There, the bank supports and looks after company takeovers and investments, finances projects and grants loans. In wealth management, the bank acts as an advisor primarily to financially well-positioned private individuals and trades in securities. The third segment of the bank is investment management - targeted asset management with products specially tailored to the customer.

Financial crisis

In the wake of the 2007/2008 financial crisis, Morgan Stanley was able to calm the worries of the markets with extremely high profit expectations. But in September of the same year it was announced that the major Japanese bank Mitsubishi UFJ Financial Group had acquired a substantial amount of 9 billion US dollars in the bank - that corresponded to 21 percent of the company's shares. The Japanese received preferred shares in return. In 2009, Morgan Stanley and Citigroup merged their brokerage departments.

A bank you want to work for

The bank keeps earning prizes. The New York Times, the Great Place To Work Institute Japan and Essence Magazine praised the bank for the work environment. In 2004 the financial institution was ranked among the 100 most maternity-friendly companies by “Working Mothers” magazine. There were also numerous honors for the inclusion and integration of American minorities.

Morgan Stanley Fund

Some of the funds of the prize-spoiled bank are also oriented towards social and ecological aspects, among other things. At FondsDISCOUNT.de, Morgan Stanley equity funds can be purchased with no sales charge.

Morgan Stanley INVF Global Opportunity Fund (USD) A (ISIN: LU0552385295)

The aim of the fund is long-term investment growth. At least 70 percent of its $ 7.8 billion wealth is invested in stocks. Locations of the issuers are scattered all over the world. It's about buying sustainable competitive advantages to yourself and at a time when the investment is undervalued. The fund endeavors to include ecological and social factors in its investment decision. The fund can also invest in derivatives. The fund was launched in 2010 and is eligible for savings plans. The investments include consumer goods manufacturers, information technology companies and telecommunications service providers. Top holdings are Amazon, Mastercard, TAL Education Group and Alphabet.

Morgan Stanley INVF US Advantage Fund (USD) A (ISIN: LU0225737302)

The large-cap fund aims to achieve long-term capital growth. For this purpose, investments are mainly made in stocks from the United States of America. The $ 7.7 billion fortune will be invested in established large capitalization companies. The selection criterion is the bottom-up method. The securities are selected on the basis of a search for franchise companies with a large market capitalization, a strong recognition value of the name and sustainable competitive advantages. These include big names such as Amazon, Alphabet and Twitter. The majority of its assets are currently in information technology, industry and telecommunications service providers. The fund was launched in 2005.

Morgan Stanley INVF US Growth Fund (USD) A (ISIN: LU0073232471)

The fund keeps its eyes open for established and emerging quality companies. The prerequisites for an investment are sustainable competitive advantages, high ongoing income from free cash flows and attractive returns on capital. A bottom-up approach is used in decision-making. According to the factsheet, the fund volume is 2.6 billion US dollars. The largest positions in the portfolio are Amazon, Veeva Systems, Alphabet and Workday. A good third of the fund is therefore invested in the information technology sector. Healthcare and telecommunications service providers also play an important role in the investment structure. The fund was launched in 1997 and is eligible for savings plans.

The funds are shown in comparison with an ETF that tracks the S&P 500 stock market index.