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Graystone Consulting Named a Quality Leader for Third Straight Year by Coalition Greenwich

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Graystone Consulting, a part of Morgan Stanley, has been recognized as a 2023 Greenwich Quality Leader in U.S. Investment Consulting for the third consecutive year. The award reflects client opinions and highlights Graystone's exceptional service and solutions backed by Morgan Stanley's resources. The designation was based on research involving interviews with U.S. institutional investors, where Graystone ranked among the top three large consultants.
Graystone Consulting, una divisione di Morgan Stanley, è stata riconosciuta come Leader di Qualità Greenwich nel 2023 nel settore della consulenza agli investimenti negli Stati Uniti per il terzo anno consecutivo. Il premio riflette le opinioni dei clienti e mette in luce l'eccezionale servizio e le soluzioni offerte da Graystone, supportate dalle risorse di Morgan Stanley. Il riconoscimento si basa su una ricerca che ha coinvolto interviste con investitori istituzionali statunitensi, dove Graystone è stata classificata tra i primi tre grandi consulenti.
Graystone Consulting, parte de Morgan Stanley, ha sido reconocida como Líder en Calidad por Greenwich en la Consultoría de Inversiones en EE. UU. para el año 2023 por tercer año consecutivo. El premio refleja las opiniones de los clientes y destaca el servicio excepcional y las soluciones que Graystone ofrece con el respaldo de los recursos de Morgan Stanley. La designación se basó en una investigación que incluyó entrevistas con inversores institucionales de EE. UU., donde Graystone se clasificó entre los tres principales consultores grandes.
Graystone Consulting은 Morgan Stanley의 일부로, 2023년 미국 투자 컨설팅 분야의 그린위치 품질 리더로 3년 연속 인정받았습니다. 이 상은 고객의 의견을 반영하며 Morgan Stanley의 자원을 바탕으로 한 Graystone의 탁월한 서비스 및 솔루션을 강조합니다. 이 지정은 미국 기관 투자자들과의 인터뷰를 포함한 연구에 기반하여 이루어졌으며, Graystone은 대형 컨설턴트 중 상위 세 곳 안에 랭크되었습니다.
Graystone Consulting, une filiale de Morgan Stanley, a été reconnue en tant que Leader de Qualité Greenwich dans le conseil en investissement aux États-Unis pour l'année 2023 pour la troisième année consécutive. Le prix reflète les opinions des clients et souligne le service exceptionnel et les solutions proposées par Graystone, appuyées par les ressources de Morgan Stanley. La désignation était basée sur des recherches impliquant des entretiens avec des investisseurs institutionnels américains, où Graystone figurait parmi les trois grands consultants.
Graystone Consulting, ein Teil von Morgan Stanley, wurde als Greenwich-Qualitätsführer im Bereich der US-Investmentberatung für das Jahr 2023 zum dritten Mal in Folge anerkannt. Die Auszeichnung spiegelt die Meinungen der Kunden wider und hebt den außergewöhnlichen Service und die Lösungen von Graystone hervor, die durch die Ressourcen von Morgan Stanley unterstützt werden. Die Auszeichnung basierte auf einer Forschung, die Interviews mit institutionellen Investoren in den USA umfasste, wobei Graystone unter den drei großen Beratungsunternehmen rangiert wurde.
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NEW YORK--(BUSINESS WIRE)-- Graystone Consulting, a business of Morgan Stanley (NYSE: MS), announced today that it was named by Coalition Greenwich, a leading global provider of strategic benchmarking, analytics, and insights to the financial services industry, as one of three consulting firms to receive the 2023 Greenwich Quality Leader* designation in Overall U.S. Investment Consulting among large consultants. This is Graystone’s third consecutive year as a recipient of this distinction.

“Our clients are at the heart of Graystone, and we focus on bringing them the best of what our organization offers – boutique-level service backed by the extensive intellect, resources, and solutions of Morgan Stanley,” said Jeremy France, Head of Institutional Consulting Solutions at Morgan Stanley. “Because this designation truly reflects our clients’ opinions, I’m very proud of this honor as well as our incredible team.”

Graystone’s overall score, which is the compilation of investment counseling and service factor scores, was one of the three highest among large consultants that received at least 10 evaluations in the Coalition Greenwich study.

This award was determined by research based on in-depth interviews with U.S. institutional investors between February and November 2023. Coalition Greenwich interviewed 708 individuals from 575 of the largest tax-exempt funds in the United States, including corporate, public, union, and endowment and foundation funds, with either pension or investment pool assets greater than $150 million.

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 2023 U.S. Institutional Investors Study (April 2024). The 2023 Greenwich Quality Leader in Overall U.S. Investment Consulting (Large Firms) designation was awarded to three firms and is based on the results of interviews conducted by Coalition Greenwich as described above. The award is the product of numerical scores in Coalition Greenwich’s proprietary studies that are generated from the study interviews. In addition to study interviews, the award is based on other criteria including assets under management and industry experience. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Neither Morgan Stanley Smith Barney LLC nor Graystone Consulting pays a fee to Coalition Greenwich in exchange for the award; Graystone does not pay to have its clients participate in the study. The award is not indicative of participating firm’s nor their financial advisors’ past or future performance and may not be representative of any one client's experience because the results represent an average of all experiences of responding clients only. Coalition Greenwich is a division of CRISIL. Morgan Stanley is not affiliated with Coalition Greenwich.

©2024 Morgan Stanley Smith Barney LLC. Member SIPC. Graystone Consulting is a business of Morgan Stanley Smith Barney LLC.
All rights reserved.

Media Relations Contact: mediainquiries@morganstanley.com

Source: Morgan Stanley

FAQ

What designation did Graystone Consulting receive from Coalition Greenwich for the third consecutive year?

Graystone Consulting received the 2023 Greenwich Quality Leader designation in Overall U.S. Investment Consulting among large consultants.

Who is the Head of Institutional Consulting Solutions at Morgan Stanley?

Jeremy France is the Head of Institutional Consulting Solutions at Morgan Stanley.

How was the award for the designation determined by Coalition Greenwich?

The award was determined based on research involving in-depth interviews with U.S. institutional investors between February and November 2023.

How many individuals were interviewed by Coalition Greenwich for the research?

Coalition Greenwich interviewed 708 individuals from 575 of the largest tax-exempt funds in the United States.

What was the overall score of Graystone Consulting in the Coalition Greenwich study?

Graystone Consulting's overall score, a compilation of investment counseling and service factor scores, was one of the three highest among large consultants.

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