MSIM

Morgan Stanley Digital Transformation Strategy Report 2024: Innovation Programs, Technology Initiatives, Estimated ICT Budget, and Major ICT Contracts - ResearchAndMarkets.com

Retrieved on: 
Friday, April 12, 2024
Professional Services, Technology, Finance, Asset Management, Fintech, Artificial Intelligence, Digital Cash Management, Digital Assets, Phalanx, Corporation, Walmart, GIC, Investment, Yext, AI, Morgan Stanley, ICT, Machine learning, Female, Curriculum, Digital, Microsoft, Acquisition, Fund, Marketing, Algorithm, Health, MSIM, Cryptocurrency

This report provides insight into Morgan Stanley's fintech activities, including its digital transformation strategies, its innovation programs, its technology initiatives, its estimated ICT budget, and its major ICT contracts.

Key Points: 
  • This report provides insight into Morgan Stanley's fintech activities, including its digital transformation strategies, its innovation programs, its technology initiatives, its estimated ICT budget, and its major ICT contracts.
  • In November 2023, Morgan Stanley Investment Management (MSIM) introduced Morgan Stanley Next Level Fund, L.P. with $50 million of capital commitments.
  • The fund focuses on investing in companies operating in sectors including technology, consumer/retail, financial technology, healthcare, consumer products and media and entertainment.
  • Morgan Stanley is utilizing AI and machine learning to improve its wealth and asset management operations and other operational processes.

Tevogen Bio Appoints Tapan V Shah as Head of Investor Relations and Corporate Development

Retrieved on: 
Wednesday, April 3, 2024
Growth, Goldman Sachs, Customer, Mathematical sciences, Harvard Business School, Head, Mathematics, MSIM, Corporate development

WARREN, N.J., April 03, 2024 (GLOBE NEWSWIRE) -- Tevogen Bio Holdings Inc (‘Tevogen Bio’) (Nasdaq: TVGN), a clinical-stage biotech company, announces the appointment of Tapan V Shah as Head of Investor Relations and Corporate Development. Mr. Shah, a Wall Street veteran with over 25 years of experience across key financial services industry verticals, brings broad leadership capabilities to Tevogen Bio.

Key Points: 
  • WARREN, N.J., April 03, 2024 (GLOBE NEWSWIRE) -- Tevogen Bio Holdings Inc (‘Tevogen Bio’) (Nasdaq: TVGN ), a clinical-stage biotech company, announces the appointment of Tapan V Shah as Head of Investor Relations and Corporate Development.
  • Mr. Shah, a Wall Street veteran with over 25 years of experience across key financial services industry verticals, brings broad leadership capabilities to Tevogen Bio.
  • Most recently, Mr. Shah was Director, Relationship Management, in Citigroup’s Client organization, where he was also a member of the Executive Office.
  • Prior to Citigroup, he worked in Morgan Stanley’s asset management business (MSIM) focused on Equity Strategy and Product Development.

Morgan Stanley Infrastructure Partners Announces Investment in The Pasha Group

Retrieved on: 
Monday, April 1, 2024
Trucking, Maritime, Automotive, Finance, Transport, Banking, Professional Services, Logistics, Supply Chain Management, Asset Management, Fleet Management, MSIM, BofA Securities, MSIP, Kirkland & Ellis, Pasha, Pasha Group

Morgan Stanley Investment Management (“MSIM”), through investment funds managed by Morgan Stanley Infrastructure Partners (“MSIP”), a private infrastructure investment platform within MSIM, today announced it has provided an unsecured term loan to The Pasha Group (“Pasha” or the “Company”), a family-owned maritime transportation company, to support continued infrastructure investment in the Hawaii trade.

Key Points: 
  • Morgan Stanley Investment Management (“MSIM”), through investment funds managed by Morgan Stanley Infrastructure Partners (“MSIP”), a private infrastructure investment platform within MSIM, today announced it has provided an unsecured term loan to The Pasha Group (“Pasha” or the “Company”), a family-owned maritime transportation company, to support continued infrastructure investment in the Hawaii trade.
  • Comprised of multiple business lines, the Company’s largest segment is Pasha Hawaii, an ocean freight and automobile shipping business operating in the U.S. West Coast-Hawaii shipping market.
  • Pasha Hawaii provides critical transportation infrastructure required to support Hawaii’s population, featuring state-of-the-art vessels with over 40-year useful lives.
  • Nixon Peabody LLP served as legal counsel for The Pasha Group, with BofA Securities, Inc. serving as capital markets advisor.

MSIM ETF Assets Surpass $1 Billion with the Conversion of Two Mutual Funds to ETFs

Retrieved on: 
Monday, March 25, 2024
Banking, Asset Management, Professional Services, Finance, Growth, ETF, Rate, Eaton Vance, MSIM

Commenting on the ETF platform, Anthony Rochte, Global of Head of ETFs at MSIM, said: “We are pleased with the strong growth of MSIM’s ETF platform over the last year.

Key Points: 
  • Commenting on the ETF platform, Anthony Rochte, Global of Head of ETFs at MSIM, said: “We are pleased with the strong growth of MSIM’s ETF platform over the last year.
  • Surpassing $1 billion in assets under management demonstrates the strong demand for accessing our differentiated investment capabilities in the ETF wrapper.
  • As conversions, EVTR and EVSM offer clients our longstanding approach to income investing with the advantages of an ETF vehicle, including tax efficiency, transparency, value and trading flexibility, as well as a track record and scale.”
    These latest ETFs complement the existing MSIM active fixed income ETF offering, which includes: Calvert Ultra-Short Investment Grade ETF (NYSE Arca: CVSB), Eaton Vance Ultra-Short Income ETF (NYSE Arca: EVSB), Eaton Vance High Yield ETF (NYSE Arca: EVHY), Eaton Vance Intermediate Municipal Income (NYSE Arca: EVIM), and Eaton Vance Floating Rate ETF (NYSE Arca: EVLN).
  • Launched in 2023, MSIM’s ETF platform is comprised of 14 products, including six Calvert-branded ETFs, one Parametric-branded alternative income strategy, one Parametric-branded hedged equity strategy, and the six Eaton Vance-branded fixed income strategies.

Ventas Appoints Theodore Bigman and Joe V. Rodriguez, Jr. to Board of Directors

Retrieved on: 
Monday, March 4, 2024
Construction & Property, REIT, Shareholder, Building, MSIM, Annual general meeting, Partner, Morgan Stanley, Trust, CIO, VTR, Management

Ventas, Inc. (NYSE: VTR) today announced that its Board of Directors has appointed Theodore Bigman and Joe V. Rodriguez, Jr. to the Board, effective immediately.

Key Points: 
  • Ventas, Inc. (NYSE: VTR) today announced that its Board of Directors has appointed Theodore Bigman and Joe V. Rodriguez, Jr. to the Board, effective immediately.
  • Mr. Bigman brings significant investing and capital markets experience, and has served as a private investor and as founder and Chief Investment Officer of Bigman Holdings, his family office, since March 2021.
  • He has served as a Board Advisor to Invesco Office J-REIT and AIM Select Real Estate Income Fund.
  • Mr. Bigman will join the Investment Committee of Ventas’s Board and Mr. Rodriguez will join the Nominating, Governance and Corporate Responsibility Committee, effective immediately.

Morgan Stanley China A Share Fund, Inc. Announces Final Results of Tender Offer

Retrieved on: 
Friday, February 23, 2024
Banking, Asset Management, Professional Services, Finance, Sale, Morgan Stanley, Fund, MSIM, Risk, Cryptocurrency

A total of 18,010,696 shares were properly tendered and not withdrawn by February 20, 2024, the final date for withdrawals.

Key Points: 
  • A total of 18,010,696 shares were properly tendered and not withdrawn by February 20, 2024, the final date for withdrawals.
  • Therefore, on a pro rata basis, approximately 24.1 percent of the shares so tendered by each tendering stockholder have been accepted for payment.
  • Morgan Stanley Investment Management, together with its investment advisory affiliates, has more than 1,400 investment professionals around the world and $1.5 trillion in assets under management or supervision as of December 31, 2023.
  • Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services.

Morgan Stanley China A Share Fund, Inc. Announces Preliminary Results of Tender Offer

Retrieved on: 
Wednesday, February 21, 2024
Banking, Professional Services, Finance, Sale, Morgan Stanley, Fund, MSIM, Risk, Cryptocurrency

Based on this preliminary information, the pro-ration for each tendering stockholder is estimated to be 24.1 percent of the shares properly tendered.

Key Points: 
  • Based on this preliminary information, the pro-ration for each tendering stockholder is estimated to be 24.1 percent of the shares properly tendered.
  • The actual number of shares to be purchased will be announced at a later date.
  • Morgan Stanley Investment Management, together with its investment advisory affiliates, has more than 1,400 investment professionals around the world and $1.5 trillion in assets under management or supervision as of December 31, 2023.
  • Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services.

Morgan Stanley Investment Management Expands ETF Platform with Eaton Vance Floating-Rate Strategy

Retrieved on: 
Thursday, February 8, 2024
Asset Management, Professional Services, Finance, Ticker, MSIM, ETF, Eaton Vance, Security (finance)

Morgan Stanley Investment Management (“MSIM”) today announced the launch of its latest ETF, Eaton Vance Floating-Rate ETF (Ticker: “EVLN”), an actively managed senior loan strategy.

Key Points: 
  • Morgan Stanley Investment Management (“MSIM”) today announced the launch of its latest ETF, Eaton Vance Floating-Rate ETF (Ticker: “EVLN”), an actively managed senior loan strategy.
  • EVLN is the twelfth ETF strategy brought to market since the launch of MSIM’s ETF platform in February 2023 and is listed on the NYSE.
  • "The strategy combines our time-tested bottom-up approach with the additional tax benefits and intra-day liquidity that the ETF structure provides.”
    This latest ETF complements the existing MSIM active fixed income ETF offering which includes: Calvert Ultra-Short Investment Grade ETF (CVSB), Eaton Vance Ultra-Short Income ETF (EVSB), Eaton Vance High Yield ETF (EVHY) and Eaton Vance Intermediate Municipal Income (EVIM.)
  • MSIM launched its ETF platform in February 2023 with six Calvert-branded ETFs and expanded the platform in October 2023 with one Parametric-branded alternative income strategy, one Parametric-branded hedged equity strategy, and the three Eaton Vance-branded fixed income strategies.

Voya Financial announces leadership-succession plan for Voya Investment Management and new head of investments

Retrieved on: 
Wednesday, January 10, 2024
Professional Services, Finance, Voya Financial, Family, Eaton Vance, Northern Trust, Multimedia, CIO, VOYA, MSIM, Investment, Calamos Investments, Retirement, Lincoln National Corporation, Growth, Security (finance)

Voya Financial, Inc. (NYSE: VOYA), announced today that Christine Hurtsellers, chief executive officer (CEO) of Voya Investment Management (IM), has informed the company of her decision to retire later this year.

Key Points: 
  • Voya Financial, Inc. (NYSE: VOYA), announced today that Christine Hurtsellers, chief executive officer (CEO) of Voya Investment Management (IM), has informed the company of her decision to retire later this year.
  • Toms has also joined Voya Financial’s Executive Committee and will now report to Heather Lavallee, CEO, Voya Financial.
  • View the full release here: https://www.businesswire.com/news/home/20240109707414/en/
    Voya Financial, Inc., announced today that Christine Hurtsellers, chief executive officer of Voya Investment Management, has informed the company of her decision to retire later this year.
  • Equally important, Eric’s approach to money management aligns fully with the collaborative approach of our investment professionals at Voya IM.

Morgan Stanley China A Share Fund, Inc. Announces Tender Offer

Retrieved on: 
Thursday, December 7, 2023
Banking, Professional Services, Finance, MSIM, Sale, NYSE, NAV, Fund, Shenzhen Stock Exchange, Risk, Share repurchase, Morgan Stanley, Tender offer, Letter, Tender, Cryptocurrency, Security (finance)

The Tender Offer will commence on January 22, 2024 and will terminate on February 20, 2024, unless extended.

Key Points: 
  • The Tender Offer will commence on January 22, 2024 and will terminate on February 20, 2024, unless extended.
  • If the Fund’s shares are trading at a premium to NAV on January 22, 2024, no Tender Offer will be conducted.
  • Additional terms and conditions of the Tender Offer will be set forth in its offering materials, which will be distributed to the Fund’s stockholders.
  • The Tender Offer will only be made pursuant to a tender offer statement on Schedule TO containing an offer to purchase, a related letter of transmittal and other documents filed with the SEC as exhibits to the tender offer statement on Schedule TO (collectively, the “Tender Offer Materials”), with all such documents made available on the SEC’s website at www.sec.gov .