Graystone Consulting Named a Best Investment Consultant by Coalition Greenwich
Graystone Consulting, a Morgan Stanley (NYSE: MS) business, has been recognized as one of three firms designated as Best Investment Consultant for Institutional Investors in the U.S. by Crisil Coalition Greenwich. The recognition specifically acknowledges excellence in Service & Investment Counseling among Large Investment Consultants.
The award was based on extensive research conducted between February and September 2024, involving interviews with 699 individuals from 563 of the largest U.S. tax-exempt funds. The study included corporate, public, union, and endowment and foundation funds with pension or investment pool assets exceeding $150 million.
Additionally, Graystone has maintained the Greenwich Quality Leader designation in Overall U.S. Investment Consulting among large consultants for three consecutive years.
Graystone Consulting, una società di Morgan Stanley (NYSE: MS), è stata riconosciuta come una delle tre aziende designate come Miglior Consulente per Investimenti per gli Investitori Istituzionali negli Stati Uniti da Crisil Coalition Greenwich. Questo riconoscimento evidenzia in particolare l'eccellenza nel Servizio e nella Consulenza sugli Investimenti tra i Grandi Consulenti per Investimenti.
Il premio si basa su una ricerca approfondita condotta tra febbraio e settembre 2024, che ha coinvolto interviste con 699 persone provenienti da 563 dei più grandi fondi esenti da tasse degli Stati Uniti. Lo studio ha incluso fondi aziendali, pubblici, sindacali, oltre a fondi di dotazione e fondazioni con attivi pensionistici o di investimento superiori a 150 milioni di dollari.
Inoltre, Graystone ha mantenuto la designazione di Greenwich Quality Leader nella consulenza agli investimenti complessiva negli Stati Uniti tra i grandi consulenti per tre anni consecutivi.
Graystone Consulting, una empresa de Morgan Stanley (NYSE: MS), ha sido reconocida como una de las tres firmas designadas como Mejor Consultor de Inversiones para Inversores Institucionales en EE. UU. por Crisil Coalition Greenwich. Este reconocimiento destaca específicamente la excelencia en el Servicio y la Asesoría de Inversiones entre los Grandes Consultores de Inversiones.
El premio se basó en una investigación exhaustiva realizada entre febrero y septiembre de 2024, que involucró entrevistas con 699 personas de 563 de los fondos exentos de impuestos más grandes de EE. UU. El estudio incluyó fondos corporativos, públicos, sindicales, así como fondos de dotación y fundaciones con activos de pensiones o de inversión que superan los 150 millones de dólares.
Además, Graystone ha mantenido la designación de Greenwich Quality Leader en Consultoría de Inversiones en EE. UU. entre los grandes consultores durante tres años consecutivos.
Graystone Consulting는 Morgan Stanley(NYSE: MS)의 사업으로, Crisil Coalition Greenwich에 의해 미국의 기관 투자자를 위한 최고 투자 상담사로 지정된 세 개의 회사 중 하나로 인정받았습니다. 이 인정은 대형 투자 상담사들 사이에서 서비스 및 투자 상담의 우수성을 특별히 인정합니다.
이 상은 2024년 2월부터 9월까지 진행된 광범위한 연구에 기반하며, 미국의 563개 대형 세금 면제 기금에서 699명의 개인과의 인터뷰를 포함합니다. 연구에는 1억 5천만 달러 이상의 연금 또는 투자 풀 자산을 보유한 기업, 공공, 노동 조합 및 기부금 및 재단 기금이 포함되었습니다.
또한, Graystone은 대형 상담사들 사이에서 미국 투자 상담의 전반적인 품질 리더로서의 지위를 3년 연속 유지하고 있습니다.
Graystone Consulting, une entreprise de Morgan Stanley (NYSE: MS), a été reconnue comme l'une des trois sociétés désignées comme Meilleur Consultant en Investissement pour les Investisseurs Institutionnels aux États-Unis par Crisil Coalition Greenwich. Cette reconnaissance souligne spécifiquement l'excellence dans le Service et le Conseil en Investissement parmi les Grands Consultants en Investissement.
Le prix a été attribué sur la base d'une recherche approfondie menée entre février et septembre 2024, impliquant des entretiens avec 699 personnes provenant de 563 des plus grands fonds exonérés d'impôts aux États-Unis. L'étude a inclus des fonds d'entreprise, publics, syndicaux ainsi que des fonds de dotation et des fondations avec des actifs de pension ou de pool d'investissement dépassant 150 millions de dollars.
De plus, Graystone a maintenu la désignation de Greenwich Quality Leader dans le domaine de la consultation en investissement globale aux États-Unis parmi les grands consultants pendant trois années consécutives.
Graystone Consulting, ein Unternehmen von Morgan Stanley (NYSE: MS), wurde als eines von drei Unternehmen ausgezeichnet, die als Bester Investmentberater für institutionelle Anleger in den USA von Crisil Coalition Greenwich anerkannt wurden. Diese Auszeichnung hebt insbesondere die Exzellenz im Service und in der Investmentberatung unter großen Investmentberatern hervor.
Der Preis basiert auf umfangreichen Forschungen, die zwischen Februar und September 2024 durchgeführt wurden und Interviews mit 699 Personen aus 563 der größten steuerbefreiten Fonds in den USA umfassten. Die Studie beinhaltete Unternehmens-, öffentliche, gewerkschaftliche sowie Stiftungs- und Fondsmittel mit Pensions- oder Investitionspoolvermögen von über 150 Millionen Dollar.
Darüber hinaus hat Graystone die Auszeichnung als Greenwich Quality Leader in der Gesamtberatung für Investments in den USA unter großen Beratern drei Jahre in Folge aufrechterhalten.
- Recognized as top-tier investment consultant among large firms
- Maintained Greenwich Quality Leader status for 3 consecutive years
- Strong client satisfaction demonstrated through extensive institutional survey
- None.
In addition, in each of the past three years, Graystone received the Greenwich Quality Leader* designation in Overall
“We are thrilled to receive this honor, especially because it is based on our clients’ level of satisfaction,” said Jeremy France, Head of Institutional Consulting Solutions at Morgan Stanley. “Every day, we work hard to bring thoughtful advice, insightful thought leadership, and personalized service to all of our clients, and we truly value the trust they place in us.”
This award was determined by research based on in-depth interviews with
About Graystone Consulting
Graystone Consulting, a business of Morgan Stanley Smith Barney LLC, provides a complete range of investment consulting services to institutional clients, which include corporations, educational institutions, faith-based institutions, endowments and foundations, healthcare organizations, insurance entities, and Taft-Hartley funds. Tailored investment advice is delivered by experienced investment professionals, supported by a dedicated team and the broad resources of Morgan Stanley. To learn more, please visit www.morganstanley.com/graystone.
About Morgan Stanley
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in 42 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For more information about Morgan Stanley, please visit www.morganstanley.com.
*Source: Coalition Greenwich Voice of Client – 2024 U.S. Institutional Investors Study (February 2025). The 2025 Coalition Greenwich Best Investment Consultant in Service & Investment Counseling – Large Investment Consultants for Institutional Investors in the
© 2025 Morgan Stanley Smith Barney LLC. Member SIPC. Graystone Consulting is a business of Morgan Stanley Smith Barney LLC. All rights reserved.
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Source: Morgan Stanley
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