MS - Conference and earnings call announcements

With retention rising as a top strategic priority for employers, employees seek more financial guidance amid ongoing economic pressures. Equity compensation remains a key driver of employee motivation and satisfaction. Morgan Stanley at Work today issued new data from its sixth annual State of the Workplace Financial Benefits Study. The research reveals workplace financial benefits are a powerful driver of employee satisfaction, engagement and retention, especially as a tighter job market, AI disruption and rising costs influence expectations for employer support. Financial stress remains a persistent challenge, fueling demand for practical planning guidance and help in maximizing

Over 90% of corporate decision-makers continue to advance sustainability strategies, yet fewer believe they are meeting or exceeding expectations Majority of respondents see sustainability as both a value creation and risk management exercise for their company Macroeconomic uncertainty and regulatory compliance rise significantly as factors compared to previous years 78% anticipate negative operational impacts from physical climate risks in next five years, up 10% from 2025 Globally, over 90% of sustainability leaders say their companies continue to execute on their sustainability strategies yet fewer believe they are meeting or exceeding expectations than in 2025, according to

Sustainable Investing Challenge brings together future leaders addressing critical sustainability issues through innovative financial solutions Team from the University of Chicago and Duke University awarded top prize for proposal to restore degraded coastal mangrove ponds in Indonesia Second- and third-place prizes awarded to students from Duke University and Imperial College London The Morgan Stanley Institute for Sustainable Investing and Kellogg School of Management at Northwestern University today announced that the AAA Fund team was named the winner of the 16th annual Kellogg-Morgan Stanley Sustainable Investing Challenge. The global competition inspires graduate students to

Morgan Stanley Investment Management (MSIM) today announced the launch of the Stablecoin Reserves Portfolio (MSNXX), part of the Morgan Stanley Institutional Liquidity Funds trust. The Stablecoin Reserves Portfolio is a new government money market fund designed to align with the stablecoin reserves investment requirements of the Guiding and Establishing National Innovation for U.S. Stablecoins Act (GENIUS Act). The Fund offers payment stablecoin issuers an eligible money market fund option where they can invest their required reserves that back their outstanding payment stablecoins. "We are pleased to deliver a new investment solution to the marketplace that seeks to address the needs of

Global interest in sustainable investing rises four points to 92%, yet average 2026 portfolio allocation slightly down from 2025 (31% versus 33%) For majority of investors, expectations for financial returns drive sustainable investment interest level and decision-making 64% of investors see greater sustainable investing opportunity in private markets compared to publicly traded companies or instruments Individual investor interest in sustainable investing continues to rise even as allocations slightly decline, according to a new "Sustainable Signals" report by the Morgan Stanley Institute for Sustainable Investing. The survey polled 2,250 active individual investors across North

Morgan Stanley Wealth Management outpacing IRA growth industry average by 1.2x Growth highlights Morgan Stanley's ability to cater to investors in various stages of their financial journey Morgan Stanley Wealth Management today announced it surpassed $1 trillion in Individual Retirement Account (IRA) assets under management (AUM) 1. Since 2022, IRA assets have grown at a 15.8% compound annual growth rate (CAGR) compared to the 13.6% industry average 2. The pronounced growth underscores the power of the Firm's differentiated platform spanning the Financial Advisor-led, workplace and self-directed channels. "Surpassing $1 trillion in IRA assets is a testament to the value we provide

Buy and Sell Side Fees Reduced to 2.5% for Investors and Shareholders Morgan Stanley Wealth Management today announced that EquityZen, a leading private shares platform it acquired in January 2026, is immediately lowering transaction fees for both investors and shareholders on its marketplace. With Morgan Stanley's expansive private markets ecosystem, EquityZen clients benefit from the scale gained from the acquisition. "The strategic acquisition of EquityZen was about bringing a comprehensive end-to-end solution to our clients," said Jed Finn, Head of Morgan Stanley Wealth Management. "Bringing down fees allows more clients to transact and build wealth in a frictionless, holistic way.

$246.9B in U.S. OCIO AUM places the Firm at the top of the inaugural Chestnut Solutions Institute OCIO Market Leader Awards. Chestnut forecasts $2.6 trillion in new OCIO AUM will be added over the next five years. Morgan Stanley OCIO recognized in 7 additional categories. Morgan Stanley (NYSE:MS) has been ranked the #1 Outsourced Chief Investment Officer (OCIO) provider in the United States with $246.9 billion in U.S. OCIO AUM, according to Chestnut Solutions Institute's inaugural OCIO Market Leader Awards.1 The distinction recognizes the Firm's industry‑leading scale, capabilities, and commitment to delivering high‑quality investment solutions to institutional clients. The Inst

Majority of asset owners (86%) and asset managers (79%) expect proportion of sustainable assets to increase over next two years Concerns rising around data availability, regulatory guidance and political uncertainty compared to a year ago Sustainability seen by institutional investors as a differentiator and important to managing investment risk Physical climate risks expected to have a major impact on asset prices in next five years, with climate adaptation solutions now ranking among top priorities The majority of asset owners and managers globally expect allocations to sustainable funds to increase in the next two years, according to a new "Sustainable Signals" report by the

Comprehensive education platform helps financial advisors navigate investment strategies within private equity and credit, real estate, hedge funds and infrastructure. Morgan Stanley Investment Management (MSIM) today announced its Alternatives Investing Center, an online education platform that helps financial advisors better understand the alternatives asset classes and how to incorporate alternatives strategies into client portfolios. The Alternatives Investing Center and the recently launched Tax Forward Investing Center make up MSIM's industry-leading continuing education platform dedicated to providing clear, actionable training that focuses on two critical areas of the marketplace.

Morgan Stanley Investment Management (MSIM) announced today the introduction of its Tax Forward Investing Center, an online educational platform designed to demystify investment tax management. The first-of-its-kind Tax Forward Investing Center features live and on-demand continuing education courses that can help financial advisors understand the investment tax management universe. The Tax Forward Investing Center also provides access to tools, featured insights and short learning videos to increase advisors' comfort with tax management principles and take the next step to potentially enhance their clients' experience. "Providing a better investor experience begins with financial advisor

Morgan Stanley (NYSE:MS) has scheduled conference calls for the 2026 calendar year on the following dates to discuss its quarterly and annual financial results: Fourth Quarter and Full-Year 2025 – Thursday, January 15, 2026 at 8:30 a.m. (ET) First Quarter 2026 – Wednesday, April 15, 2026 at 9:30 a.m. (ET) Second Quarter 2026 – Wednesday, July 15, 2026 at 8:30 a.m. (ET) Third Quarter 2026 – Wednesday, October 14, 2026 at 9:30 a.m. (ET) The quarterly financial results will be released at approximately 7:30 a.m. (ET) on the day of the conference calls. The calls will be available at www.morganstanley.com and playbacks will be available via webcast on our website. Dial-in infor

 Early & consistent financial planning key to maximize financial choices and opportunities While ~97% acknowledge the importance of financial planning to reach goals, only 53% have a financial plan Morgan Stanley Wealth Management today unveiled the results of research on financial planning, underscoring the pivotal role a professional financial plan plays not just in achieving financial long-term goals, but also confidence and wellbeing amid market uncertainty. The poll surveyed over one thousand affluent investors between the ages of 25-75 to explore how financial planning fits into their lives, with "financial planning" defined as a comprehensive process involving a Financial Ad

88% of companies globally see sustainability as a way to create long-term value High investment needs, political and macroeconomic uncertainties considered top challenges, but more than 80% of companies say they can measure ROI Over half of businesses reported adverse business impacts from climate events in the past year, and 80% are preparing to increase resilience in the future The majority of companies globally continue to view sustainability as a potential value driver, according to a new "Sustainable Signals" report by the Morgan Stanley Institute for Sustainable Investing. The survey polled over 300 private and public companies across North America, Europe and APAC between M

Majority of investors globally (88%) show interest in sustainable investing, including nearly all surveyed Gen Z (99%) and Millennial (97%) investors For the 59% of investors who plan to increase sustainable investments in the next year, confidence in performance is the top reason Clean energy solutions to help catalyze global energy transition top list of investment priorities Individual investor interest in sustainability remains strong and stable, according to a new "Sustainable Signals" report by the Morgan Stanley Institute for Sustainable Investing. The survey polled 1,765 active individual investors with more than $100,000 in investable assets across North America, Europe and

Sustainable Investing Challenge brings together future leaders addressing critical sustainability issues through innovative financial solutions Oxford University team awarded top prize for proposal to provide affordable flood resilience financing for low-income households in Bangladesh Second- and third-place prizes awarded to students from Northwestern University's Kellogg School of Management and York University's Schulich School of Business The Morgan Stanley Institute for Sustainable Investing and Kellogg School of Management at Northwestern University today announced that the BanglaShield team was named the winner of the 15th annual Kellogg-Morgan Stanley Sustainable Investing C

Majority of global asset managers (78%) and asset owners (80%) expect sustainable assets to increase over next two years Nearly 90% of institutional investors say sustainable investing activities are driven by client and external stakeholder demands Top challenges to sustainable investing include data availability, political and regulatory environment, and greenwashing Institutional investors have mixed views on use of carbon offsets as part of investees' decarbonization strategy Most institutional investors expect assets in sustainable funds to grow in the next two years, according to a new "Sustainable Signals" report by the Morgan Stanley Institute for Sustainable Investing.

Morgan Stanley reports on the rising need for flexible structures in family offices Offices adapting to address need to uphold values, safeguard legacies, educate heirs, and maximize tech amid complex markets Morgan Stanley Wealth Management today released a comprehensive report identifying essential focus areas and recommended steps for family offices to target growth more effectively. With the number of family offices projected to expand 75% by 2030,1 trends indicate growing urgency and demand for adaptable structures that help families express values, protect legacies, educate the next generation and leverage technology to navigate cybersecurity challenges and change amid comple

Morgan Stanley (NYSE:MS) has scheduled conference calls to discuss its fourth quarter and full-year 2024, first quarter, second quarter and third quarter 2025 financial results on the following dates: Fourth Quarter and Full-Year 2024 – Thursday, January 16, 2025 at 8:30 a.m. (ET) First Quarter 2025 – Friday, April 11, 2025 at 9:30 a.m. (ET) Second Quarter 2025 – Wednesday, July 16, 2025 at 8:30 a.m. (ET) Third Quarter 2025 – Wednesday, October 15, 2025 at 9:30 a.m. (ET) The quarterly financial results will be released at approximately 7:30 a.m. (ET) on the day of the conference calls. The calls will be available at www.morganstanley.com and playbacks will be available via webcas

• 80% of plan sponsors surveyed are using consultants in managing retirement plans • Trends indicate preference is tipping toward higher-touch services • Fund lineup and participant education singled out as strategic priorities Morgan Stanley today announced results of its 2024 Retirement Plan Survey, providing insight into shifting 401(k) plan sponsor attitudes and tactics amid a constantly evolving financial landscape. Retirement benefits remain essential for attracting and retaining employees, but as markets grow more complex, so do demands on defined contribution (DC) plan sponsors to help employees prepare for retirement. To compete, plan sponsors are under pressure to offer attrac

The Firm's Portfolio Risk Platform has been recognized by Datos Insights for Advisor Enablement Morgan Stanley (NYSE:MS) today announced that Datos Insights, a global advisory firm providing mission-critical insights on technology, regulations, strategy, and operations to the Financial Services industry, has recognized Morgan Stanley's Portfolio Risk Platform as a winner of the 2024 Digital Wealth Management Impact Innovation award for Advisor Enablement. The award for Advisor Enablement is given for excellence and innovation in how wealth managers are enabling advisors to serve clients, including (but not limited to) next best action programs, advisor workstations, and sustainable invest

Tenth Lab cohort includes 25 disruptive technology and technology-enabled startups from the Americas and EMEA Five-month accelerator program to provide founders with $250,000 (£250,000) investment, as well as mentorship and business-growth resources 117 companies have participated in the Lab to date Morgan Stanley (NYSE:MS) today announced the 2024 global cohort of the Inclusive Ventures Lab, with 25 companies selected from the Americas and Europe, the Middle East and Africa (EMEA). Over the next five months, the companies will participate in an in-house accelerator program designed to further develop and scale technology and technology-enabled startups in the seed to Series A fundin

Morgan Stanley (NYSE:MS) has scheduled conference calls to discuss its second quarter, third quarter and fourth quarter and full-year 2024 financial results on the following dates: Second Quarter 2024 – Tuesday, July 16, 2024 at 9:30 a.m. (ET) Third Quarter 2024 – Wednesday, October 16, 2024 at 8:30 a.m. (ET) Fourth Quarter and Full-Year 2024 – Thursday, January 16, 2025 at 8:30 a.m. (ET) The quarterly and annual financial results will be released at approximately 7:30 a.m. (ET) on the day of the conference calls. The calls will be available at www.morganstanley.com and playbacks will be available via webcast on our website. Dial-in information will be provided at a later date

What Should I Do With My Money? seeks to demystify financial advice through unscripted conversations between real people and Morgan Stanley Financial Advisors Invested at Work tackles the complex world of workplace financial benefits to help companies empower their employees Both help forge deeper relationships across the Wealth Management ecosystem comprised of the self-directed, workplace wealth and Advisor-led channels Morgan Stanley Wealth Management today announced the season two launches of its award-winning podcasts:1 What Should I Do With My Money?, a unique finance-focused podcast that connects real people with experienced Financial Advisors to answer questions about t

Majority of surveyed companies globally (85%) see sustainability as a value creation opportunity High investment needs cited as top barrier to sustainability efforts, making access to capital a key enabler Nearly 25% believe climate change is impacting their business today, on par with risks like technological change and geopolitical conflict Corporates worldwide see sustainability primarily as a value creation opportunity according to a new "Sustainable Signals" report by the Morgan Stanley Institute for Sustainable Investing. The survey polled over 300 private and public companies across North America, Europe and APAC to understand how sustainability factors into their businesse

Sustainable Investing Challenge brings together future leaders addressing critical sustainability issues through innovative financial solutions University of Utah's David Eccles School of Business awarded top prize for proposal to save Utah's Great Salt Lake Second- and third-place prizes awarded to students from the University of Navarra's IESE Business School and Columbia Business School The Morgan Stanley Institute for Sustainable Investing and Kellogg School of Management at Northwestern University today announced that the Resilient Waters Fund team was named the winner of the 14th annual Kellogg-Morgan Stanley Sustainable Investing Challenge. The global competition inspires g

Individual investors globally continue to be interested in sustainable investing (77%), with 54% planning to increase sustainable investments in the next year Developments over the last 12 months driving interest in sustainable investing include new climate science and financial performance More than three quarters of surveyed individuals (77%) say that companies should address environmental and social issues 51% of those surveyed would consider investing in traditional energy companies with robust transition plans Individual investor interest in sustainable investing is high and rising, according to a new "Sustainable Signals" report by the Morgan Stanley Institute for Sustain

Cohort consists of five organizations working to tackle global sustainability challenges, from repurposing "forever chemicals" and agricultural waste to creating greener housing materials and colorants Each winning team to receive a $250,000 award and participate in a yearlong program to support their work scaling innovative solutions The Morgan Stanley Institute for Sustainable Investing (the Institute) today announced the third cohort of its Sustainable Solutions Collaborative (the Collaborative). Launched in 2020, the Collaborative aims to identify breakthrough innovations that address complex global sustainability issues. The third cohort will participate in a bespoke yearlong

Morgan Stanley at Work and Carver Edison, a financial technology company, announced today that Shareworks has joined Equity Edge Online® in offering Cashless Participation® to U.S.-based corporate clients. Since the initial launch of Cashless Participation® on Equity Edge Online®, stock plan participants have purchased more than one million shares1 with Cashless Participation®. Now that Shareworks has also launched the tool, a wider cohort of Morgan Stanley at Work corporate clients will have access. By eliminating the need for payroll deductions, Cashless Participation® helps to make stock plans more accessible to employees of public companies, also allowing employers to extend equity ow

Wealth Management division developing internal-facing service that leverages OpenAI technology and Morgan Stanley's vast intellectual capital to deliver relevant content and insights into the hands of Financial Advisors in seconds, helping drive efficiency and scale Morgan Stanley currently OpenAI's only strategic client in wealth management OpenAI relationship comes on the heels of several Artificial Intelligence (AI) projects initiated in recent years Morgan Stanley Wealth Management (MSWM) today announced an important milestone in its innovation journey through the launch of a strategic initiative to create a bespoke solution with OpenAI, the artificial intelligence research and d

Financial Advisors and specialists from the Firm will travel to Mobile, AL to provide financial education programming for 2023 NFL Draft hopefuls ahead of the nation's top college football All-Star game Morgan Stanley Global Sports & Entertainment (GSE), a division of Morgan Stanley Wealth Management, remains the exclusive financial education sponsor of the Reese's Senior Bowl for the ninth consecutive year. After being limited to virtual engagements for the past 2 years due to concerns and precautions from COVID-19, Morgan Stanley GSE returns to Mobile, AL in-person to participate in this year's week of festivities and engagements. This press release features multimedia. View the full rel

The Firm's Portfolio Risk Platform has been recognized by the American Financial Technology Awards for its risk management capabilities Morgan Stanley (NYSE:MS) today announced The Portfolio Risk Platform has been awarded an American Financial Technology Award for Best Risk Management Initiative. This is the Portfolio Risk Platform's fourth year in a row winning an industry award. The American Financial Technology Awards selected the Risk Platform based on its ability to manage its risk exposure on a pre-and post-trade basis, incorporating a mix of reliable and transparent risk measures, underpinned by a high-performance computing architecture. Powered by BlackRock's Aladdin Wealth techn

Institutional investors globally continue to embrace sustainable investing, with 77% reporting an increased interest since May 2020 Sustainable investing market growth could accelerate if asset managers better align ESG investment practices, products and reporting with asset owner priorities Institutional investors express a desire for enhanced data to measure environmental and social impact, and access to more highly skilled sustainable investing talent Asset managers have the opportunity to meet asset owners' growing demands for sustainable investment practices, products and reporting, according to new research by the Morgan Stanley Institute for Sustainable Investing. The latest i

Morgan Stanley presented prototypes to Canadian non-profits Earth Day Canada and Digital Moment at last week's event MONTRÉAL, Nov. 16, 2022 /CNW Telbec/ - Morgan Stanley presented prototypes of innovative technology solutions to the non-profits Earth Day Canada and Digital Moment during the finale of the 2022 Code to Give Hackathon at the Palais des congrès in Montréal on Monday, Nov. 7. More than 200 college and university students, mentored by Morgan Stanley technologists, developed 18 prototypes over the three-day Hackathon, addressing real technological problems that the non-profit groups face. One winning prototype was selected for each non-profit, and Morgan Stanley plans to deliver f

First-of-its-kind sustainable and impact-oriented wealth management investing platform has acrused $70 billion in AUM over 10 years. Morgan Stanley (NYSE:MS) Wealth Management is pleased to celebrate the 10th anniversary of its Investing with Impact Platform which enables clients to align portfolios of any size and complexity with their unique impact goals. The platform was the first of its kind when it launched in 2012, and now has approximately $70 billion in assets today. The Investing with Impact Platform today is comprised of hundreds of investment products designed to advance environmental and social goals while seeking to achieve financial market-rate returns, plus data-driven tool

The virtual B2B conference will engage premiere esports industry talent, experts, business executives, brands and more for a deep dive into the multi-faceted, rapidly-growing global phenomenon of esports Morgan Stanley Global Sports & Entertainment (GSE) and The Esports Trade Association (ESTA) announced today the launch of their inaugural Esports Business Symposium. The virtual experience will feature a series of programs and conversations spanning myriad themes at the forefront of gaming and esports. It will begin on Thursday, May 19, 2022, kicking off promptly at 11 a.m. ET. The event will explore the global phenomenon of esports and provide attendees with firsthand insights into the m

The Sustainable Investing Challenge brings together future leaders seeking to help address today's toughest sustainability issues through innovative financial solutions The Morgan Stanley Institute for Sustainable Investing and Kellogg School of Management at Northwestern University today announced that the Coast Haven Brokerage team was named the winner of the 2022 Kellogg-Morgan Stanley Sustainable Investing Challenge. The team was one of 16 finalist teams competing in the virtual Challenge on Friday, April 8. The 16 finalists were selected from a field of 77 teams, composed of over 250 students from 35 different countries. Their projects targeted impact in 29 countries. The winning tea

Financial Advisors and specialists from the Firm to conduct financial education session for 2022 NFL Draft hopefuls ahead of the nation's top college football All-Star game Morgan Stanley Global Sports & Entertainment (GSE), a division of Morgan Stanley Wealth Management dedicated to serving the unique needs of professional athletes and entertainers, remains the exclusive financial education partner of the Reese's Senior Bowl for the eighth consecutive year. The Senior Bowl, renowned as the most prominent college football All-Star game in the United States, is the yearly post-season event that showcases the best NFL Draft prospects around the country who have completed their college eligi

The Equity Collective is dedicated to educating, empowering and developing the next generation of diverse leaders in the industry Members have entered into a multi-year commitment Includes exclusive sponsorships with Boys & Girls Clubs of America, HIVE Diversity and Team IMPACT Morgan Stanley today announced the launch of The Equity Collective, an industry leading group of Wealth Management and Asset Management businesses who have come together to educate, empower and develop the next generation of diverse leaders in the finance industry. The Equity Collective is composed of 23 members. Senior leaders across each member organization have agreed to participate in education and awarene

79% of investors remained focused on sustainable investing during the COVID-19 pandemic 99% of Millennials were interested in sustainable investing, an all-time high Four in five U.S. individual investors remained focused on sustainable investing during the COVID-19 pandemic, with an all-time high of 99% interested among Millennials, according to a new survey published today by the Morgan Stanley Institute for Sustainable Investing. The fourth edition of the individual investor survey, Sustainable Signals, was released today at the 2021 Morgan Stanley Sustainable Investing Summit featuring a roster of leaders including former U.S. Vice President Al Gore, former Governor of the Bank of

Morgan Stanley (NYSE:MS) will announce its second quarter 2021 financial results on Thursday, July 15, 2021, at approximately 7:30 a.m. (ET). A conference call to discuss the results will be held on July 15, 2021, at 8:30 a.m. (ET). The call will be available at www.morganstanley.com or by dialing 1-877-895-9527 (domestic) and 1-706-679-2291 (international); the passcode is 3349755. To listen to the playback, please visit our website or dial: 1-855-859-2056 (domestic) or 1-404-537-3406 (international); the passcode is 4695325. Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With offi

Morgan Stanley Wealth Management today announced the launch of a Racial Equity Investing Tool Kit as part of its Investing with Impact Platform. Investors will now have access to a range of investments and supporting resources to advance the goals of racial equity and social justice. According to a survey conducted by Morgan Stanley Institute for Sustainable Investing, 71% of individual investors identify multicultural diversity, which incorporates elements of race, ethnicity and culture, as an area of interest for their investment portfolios. "Morgan Stanley is committed to supporting diversity, equity and inclusion across all racial, ethnic and gender identities. The launch of the Racia

The Morgan Stanley HBCU Scholars program is providing full-ride scholarships for 60 HBCU students over four years Morgan Stanley to launch career preparedness program designed to support the career skills and readiness of HBCU students Morgan Stanley and Howard University today announced the first cohort of students from Howard selected to participate in Morgan Stanley's inaugural HBCU Scholars Program, an integrated program to support students at three Historically Black Colleges and Universities (HBCUs). Five outstanding first-year students have been selected to receive the four-year scholarships to Howard, which will cover tuition, room and board in order to fully remove financial

The Morgan Stanley HBCU Scholars program is providing full-ride scholarships for 60 HBCU students over four years Morgan Stanley to launch career preparedness program designed to support the career skills and readiness of HBCU students Morgan Stanley and Morehouse College today announced the first cohort of Morehouse students selected to participate in Morgan Stanley's inaugural HBCU Scholars Program, an integrated initiative to support students at three Historically Black Colleges and Universities (HBCU). Five outstanding first-year students have been selected to receive the four-year scholarships to Morehouse, which will cover tuition and room and board in order to fully remove fina

BOSTON, April 15, 2021 /PRNewswire/ -- At a joint special meeting of shareholders held on April 9, 2021 (the "Joint Special Meeting"), shareholders of Eaton Vance Floating-Rate Income Trust (NYSE:EFT), Eaton Vance New York Municipal Income Trust (NYSE:EVY) and Eaton Vance Senior Floating-Rate Trust (NYSE:EFR) (collectively, the "Funds") were asked to approve new investment advisory agreements (each, a "New Agreement") with Eaton Vance Management ("EVM"), the Funds' investment adviser.  A quorum was not present, and the Joint Special Meeting was adjourned to April 16, 2021 at 9:00 a.m. Eastern Time to allow more time for Fund shareholders to vote.  The October 29, 2020 record date for shareho

The Morgan Stanley HBCU Scholars program is providing full-ride scholarships for 60 HBCU students over four years Morgan Stanley to launch career preparedness program designed to support the career skills and readiness of HBCU students Morgan Stanley and Spelman College today announced its first cohort of students selected to participate in the inaugural HBCU Scholars Program, an integrated program to support students at three Historically Black Colleges and Universities (HBCU). Five outstanding first-year students have been selected to receive the four-year scholarships to Spelman, which will cover tuition, room and board in order to fully remove financial barriers to higher educatio

The Sustainable Investing Challenge brings together future leaders seeking to help address today's toughest sustainability issues through innovative financial solutions Morgan Stanley's Institute for Sustainable Investing and Kellogg School of Management at Northwestern University today announced that the BeeBank & Brokerage team was named the winner of the 2021 Kellogg-Morgan Stanley Sustainable Investing Challenge. The team was one of 16 finalist teams competing in the virtual Challenge on Friday, April 9. The 16 finalists were selected from a field of 123 teams, composed of 414 students from 50 different countries. They represent 87 graduate schools, and their projects targeted impact i

BOSTON, March 4, 2021 /PRNewswire/ -- As previously announced, Morgan Stanley (NYSE: MS) completed the acquisition of Eaton Vance Corp. (the "Transaction") on March 1, 2021.  In connection with the Transaction, shareholders of the Eaton Vance closed-end funds were asked to approve new investment advisory agreements with Eaton Vance Management ("EVM") and, where applicable, new investment sub-advisory agreements.  The results of the special meetings of shareholders of certain Eaton Vance closed-end funds (the "Funds") to consider the proposed new agreements are discussed below. Eaton Vance Floating-Rate Income Plus Fund (NYSE: EFF) Shareholder Meeting Results.  At a special meeting of shareho

BOSTON, Feb. 17, 2021 /PRNewswire/ -- In connection with the proposed acquisition of Eaton Vance Corp. (NYSE: EV) by Morgan Stanley (NYSE: MS) announced on October 8, 2020, shareholders of certain Eaton Vance closed-end funds (each, a "Fund" and, collectively, the "Funds") were asked to approve new investment advisory agreements and, where applicable, new investment sub-advisory agreements for the Funds at a joint special meeting of shareholders held on February 12, 2021 (the "Meeting"). At the Meeting, shareholders of the below-listed Funds approved new investment advisory agreements and, where applicable, new investment sub-advisory agreements: Eaton Vance 2021 Target Term Trust (NYS

BOSTON, Feb. 19, 2021 /PRNewswire/ -- In connection with the proposed acquisition of Eaton Vance Corp. (NYSE: EV) by Morgan Stanley (NYSE: MS) announced on October 8, 2020, shareholders of Eaton Vance Floating-Rate 2022 Target Term Trust (NYSE: EFL) (the "Fund") were asked to approve a new investment advisory agreement for the Fund at a special meeting of shareholders held on February 19, 2021 (the "Meeting"). The Meeting was adjourned to February 23, 2021 at 1:30 p.m. Eastern Time to allow more time for shareholders to vote.  The October 29, 2020 record date for shareholders entitled to vote at the adjourned Meeting remains unchanged.  Shareholders of the Fund who have already voted do not

BOSTON, Feb. 22, 2021 /PRNewswire/ -- In connection with the proposed acquisition of Eaton Vance Corp. (NYSE: EV) by Morgan Stanley (NYSE: MS) announced on October 8, 2020, shareholders of certain Eaton Vance mutual funds (each, a "Fund" and, collectively, the "Funds") were asked to approve new investment advisory agreements and, where applicable, new investment sub-advisory agreements for the Funds at a joint special meeting of shareholders held on February 18, 2021 (the "Meeting"). At the Meeting, shareholders of the below-listed Funds approved new investment advisory agreements and, where applicable, new investment sub-advisory agreements:  Eaton Vance Growth Trust Eaton Vance Mut

NEW YORK--(BUSINESS WIRE)--Sustainable investing funds outperformed traditional funds and reduced investment risk throughout 2020, according to a new Sustainable Reality study published today by the Morgan Stanley Institute for Sustainable Investing (The Institute). This analysis of U.S. equity and taxable bond funds found that sustainable funds weathered the severe market volatility throughout 2020 better than their traditional counterparts, indicating that sustainable funds are more reliable in times of stress. Key Findings In 2020: U.S. sustainable equity and taxable bond funds continued to outperform their traditional fund counterparts on a total return basis throughout 20

NEW YORK--(BUSINESS WIRE)--Morgan Stanley (NYSE: MS) will announce its first quarter 2021 financial results on Friday, April 16, 2021, at approximately 7:30 a.m. (ET). A conference call to discuss the results will be held on April 16, 2021, at 8:30 a.m. (ET). The call will be available at www.morganstanley.com or by dialing 1-877-895-9527 (domestic) and 1-706-679-2291 (international); the passcode is 3395222. To listen to the playback, please visit our website or dial: 1-855-859-2056 (domestic) or 1-404-537-3406 (international); the passcode is 5228649. Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and invest

BOSTON, Feb. 16, 2021 /PRNewswire/ -- In connection with the proposed acquisition of Eaton Vance Corp. (NYSE: EV) by Morgan Stanley (NYSE: MS) announced on October 8, 2020, shareholders of Eaton Vance Floating-Rate Income Trust (NYSE: EFT), Eaton Vance New York Municipal Income Trust (NYSE American: EVY) and Eaton Vance Senior Floating-Rate Trust (NYSE: EFR) (each, a "Fund" and, collectively, the "Funds") were asked to approve new investment advisory agreements for the Funds at a joint special meeting of shareholders held on February 5, 2021 (the "Meeting"). The Meeting for each Fund was adjourned to February 26, 2021 at 3:00 p.m. Eastern Time in order to allow more time for shareholders

BOSTON, Jan. 25, 2021 /PRNewswire/ -- In connection with the proposed acquisition of Eaton Vance Corp. (NYSE: EV) by Morgan Stanley (NYSE: MS) announced on October 8, 2020, shareholders of certain Eaton Vance closed-end funds (each, a "Fund" and, collectively, the "Funds") were asked to approve new investment advisory agreements and, where applicable, new investment sub-advisory agreements for the Funds at an adjourned joint special meeting of shareholders held on January 22, 2021 (the "Meeting"). At the Meeting, shareholders of the below-listed Funds approved new investment advisory agreements and, where applicable, new investment sub-advisory agreements:       Eaton Vance Enhanced Equi

BOSTON, Jan. 15, 2021 /PRNewswire/ -- In connection with the proposed acquisition of Eaton Vance Corp. (NYSE: EV) by Morgan Stanley (NYSE: MS) announced on October 8, 2020, shareholders of Eaton Vance Floating-Rate Income Trust (NYSE: EFT), Eaton Vance New York Municipal Income Trust (NYSE American: EVY), Eaton Vance Senior Floating-Rate Trust (NYSE: EFR) and Eaton Vance Senior Income Trust (NYSE: EVF) (each, a "Fund" and, collectively, the "Funds") were asked to approve new investment advisory agreements for the Funds at a joint special meeting of shareholders held on January 12, 2021 (the "Meeting"). The Meeting of EFT, EVY and EFR (the "Adjourned Funds") was adjourned to February 5, 20

BOSTON, Jan. 12, 2021 /PRNewswire/ -- The below information corrects and replaces the press release issued on January 8, 2021. In connection with the proposed acquisition of Eaton Vance Corp. (NYSE: EV) by Morgan Stanley (NYSE: MS) announced on October 8, 2020, shareholders of certain Eaton Vance closed-end funds (each, a "Fund" and, collectively, the "Funds") were asked to approve new investment advisory agreements and, where applicable, new investment sub-advisory agreements for the Funds at a joint special meeting of shareholders held on January 7, 2021 (the "Meeting"). At the Meeting, shareholders of the below-listed Funds approved new investment advisory agreements and, where applica

BOSTON, Jan. 8, 2021 /PRNewswire/ -- In connection with the proposed acquisition of Eaton Vance Corp. (NYSE: EV) by Morgan Stanley (NYSE: MS) announced on October 8, 2020, shareholders of certain Eaton Vance closed-end funds (each, a "Fund" and, collectively, the "Funds") were asked to approve new investment advisory agreements and, where applicable, new investment sub-advisory agreements for the Funds at a joint special meeting of shareholders held on January 7, 2021 (the "Meeting"). At the Meeting, shareholders of the below-listed Funds approved new investment advisory agreements and, where applicable, new investment sub-advisory agreements:  Eaton Vance California Municipal Bond

NEW YORK--(BUSINESS WIRE)--Morgan Stanley (NYSE: MS) will announce its fourth quarter 2020 financial results on Wednesday, January 20, 2021, at approximately 7:30 a.m. (ET). A conference call to discuss the results will be held on January 20, 2021, at 8:30 a.m. (ET). The call will be available at www.morganstanley.com or by dialing 1-877-895-9527 (domestic) and 1-706-679-2291 (international); the passcode is 7568822. To listen to the playback, please visit our website or dial: 1-855-859-2056 (domestic) or 1-404-537-3406 (international); the passcode is 5918876. Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management an

PLYMOUTH MEETING, Pa.--(BUSINESS WIRE)--AdaptHealth Corp. (NASDAQ: AHCO) (“AdaptHealth” or the “Company”), a leading provider of home healthcare equipment, medical supplies to the home and related services in the United States, announced today that it has entered into a definitive agreement to acquire Orlando, Florida based AeroCare Holdings, Inc. (“AeroCare”). Founded in 2000, AeroCare is a leading national technology-enabled respiratory and home medical equipment (“HME”) distribution platform in the United States and offers a comprehensive suite of direct-to-patient equipment and services including CPAP and BiPAP machines, oxygen concentrators, home ventilators, and other durable