Graystone Consulting Named a Quality Leader for Third Straight Year by Coalition Greenwich
23 Aprile 2024 - 4:00PM
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.
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