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NEW YORK–(BUSINESS WIRE)–Graystone Consulting, a Morgan Stanley (NYSE:MS) company, today announced that it has been appointed by Coalition Greenwich, a leading global benchmarking provider , analytics and strategic insights into the financial services industry, as one of three advisory firms to receive the 2021 Greenwich Quality Leader* designation in overall U.S. investment advisory among great consultants.
“It’s an honor to receive this award as it reflects what our clients are really saying about us and recognizes our substantial growth with a shift from mid to large investment advisory categories,” said Jeremy France, Head of Graystone Consulting. “Our goal is to provide personalized service and solutions, and to successfully achieve this, we focus on listening to our customers and truly understanding their needs.”
Within the U.S. investment advisory business, Graystone saw year-over-year improvement in overall confidence to meet expectations, with first quartile scores for Committee Credibility investment funds or trustees and sufficient professional resources to meet the needs. Its overall score, which is the compilation of investment advice and service factor scores, was one of the three highest among large consultants who received at least 10 ratings in the Coalition Greenwich study.
This price was determined by research based on in-depth interviews with US institutional investors. Between July and October 2021, Coalition Greenwich interviewed 811 people from 661 of the largest tax-exempt funds in the United States, including corporate and labor funds, public funds, and endowment and foundation funds. , with pension or investment pool assets greater than $150 million.
About Graystone Consulting
Graystone Consulting, a Morgan Stanley Smith Barney LLC business, provides a full range of investment advisory services to institutional clients, which include corporations, educational institutions, faith-based institutions, foundations and foundations, charitable organizations healthcare, insurance entities and Taft-Hartley. funds. Tailor-made investment advice is provided by experienced investment professionals, backed by a dedicated team and the vast resources of Morgan Stanley. To learn more, visit www.morganstanley.com/graystone.
About Morgan Stanley
Morgan Stanley is a leading global financial services company providing a broad range of investment banking, securities, wealth management and investment management services. With offices in 41 countries, the company’s employees serve customers around the world, including businesses, governments, institutions and individuals. For more information about Morgan Stanley, please visit www.morganstanley.com.
About Coalition Greenwich
Coalition Greenwich, a division of CRISIL, a global S&P company, is one of the world’s leading providers of benchmarking, analysis and strategic information for the financial services industry.
*Source: Coalition Greenwich 2021 US Institutional Investors Study (April 2022). The 2021 Coalition Greenwich Quality Leader in Overall US Investment Consulting (Large Firms) designation was awarded to three companies 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 survey interviews, the award is based on other criteria including assets under management and industry experience. Investment performance is not a criterion, as clients’ goals and risk tolerance vary, and advisors rarely have audited performance reports. Neither Morgan Stanley Smith Barney LLC nor Graystone Consulting pays Coalition Greenwich a fee for the prize; Graystone does not pay for its customers to participate in the study. The prize is not indicative of past or future performance of the participating firm or its financial advisors and may not be representative of any particular client’s experience, as results represent an average of all responding customers only. Coalition Greenwich is a division of CRISIL. Morgan Stanley is not affiliated with Coalition Greenwich.
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Source: Morgan Stanley