Morgan Stanley Investor Presentation Deck
Morgan Stanley
3 Unmatched Reach of Wealth and Investment Management
Creates Growth and High Returns
$5Tn+ of Client Assets
Wealth Management and Investment
Management Client Assets ($Tn) (1)
2.4
2014
5.4
Pro Forma
1
Eaton Vance
EXTRADE
Top 5 Franchise Providing Leading Advice to our
Clients
Wealth Management and Investment
Management Client Assets ($Tn) (2)
Peer #1
Peer #2
Peer #3
Morgan Stanley
Peer #4
Peer #5
Peer #6
Peer #7
Peer #8
Peer #9
3.7
2.7
3.7
3.5
3.5
3.2
5.4
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
6.7
6.2
8.7
21bps
29bps
10bps
58bps
57bps
44bps
28bps
6bps
66bps
31bps
Wealth and Investment Management Revenues Over Client Assets (bps) (3)
14View entire presentation