Morgan Stanley Investor Presentation Deck
Morgan Stanley
3 Realize Acquisition Synergies from E*TRADE and Eaton
Vance
Cost and Funding Synergies
Cost
Synergies (1)
Funding
Synergies (2)
$400MM from E*TRADE
$150MM from Eaton Vance
$550MM in Total Cost Synergies
$150MM from E*TRADE
at announcement
Increased to $250MM
E*TRADE
Eaton Vance
Revenue Opportunities
Establish Advice and Lending
Relationships with E*TRADE Clients
Leverage Leadership in Workplace
to Improve Stock Plan Proceeds
Retention
Capture Self-Directed Assets
of Morgan Stanley Clients Held Away
Deliver Customization and
Sustainability at Scale
Enhance Multi-Asset Solutions
Offering
Leverage Complementary International
and U.S. Distribution
The End Notes are an integral part of this Presentation. See slides 19-26 at the back of this presentation for information related to the financial metrics and defined terms in this presentation
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