Your Dedicated Resources Hub
Built for Morgan Stanley advisors. Explore the tools, insights, and strategies to help you serve clients better and grow your practice — all in one place.
Wealth Planning Resources
Explore timely and actionable wealth planning strategies to support client discussions. Our wealth planning team focuses on a range of topics including generating income in retirement, the impact of taxes, funding education, and planning for an efficient wealth transfer.
Tax Managed Muni Ladders
Our four municipal bond ladder SMAs capture more opportunities to harvest losses for your clients through a systematic, year-round process. The ladders are priced competitively at 9 bps and offer the flexibility to fund in-kind. Take advantage of a wide range of customization options that include: 20 state-specific, 6 state preference and a national strategy.
Morgan Stanley Resources
We've compiled our most useful resources below. Please reach out to your territory sales contact to get more information on our special offerings for Morgan Stanley advisors.
Franklin Templeton model portfolios customized for Morgan Stanley and powered by our group of multi-asset specialists.
Anatomy of a Recession
It can be challenging to keep clients focused on their long-term plans when markets start to falter. To aid in your efforts, Anatomy of a Recession provides timely information about the economy and markets in a quick, client-friendly format. It delivers easily understood context clients need on asset classes, sectors and other investment considerations.
Take a look at the latest Economic and Market Outlook slide deck.
This flyer provides a current market and economic outlook based on ClearBridge Investments Anatomy of a Recession program.
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ClearBridge Investments utilizes 12 different economic indicators to assess the risk of recession.
Defining Value Outside the Index
Searching for core equity performance that's consistently good rather than occasionally great? Outperformance in a variety of market conditions requires a disciplined focus on risk management, portfolio construction, and relative value. That's how you define value outside the index.
Check out our key resources to learn more about what makes this strategy unique and popular.
We want to partner with you to identify a program that meets your objectives.