Graystone Consulting Named 2021 Quality Leader by Coalition Greenwich
27 Abril 2022 - 10:30AM
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 2021 Greenwich Quality Leader* designation in
Overall U.S. Investment Consulting among large consultants.
“It’s an honor to receive this award as it reflects what our
clients actually say about us and recognizes our substantial growth
with a move from the Mid-Size to Large Investment Consulting
categories,” said Jeremy France, Head of Graystone Consulting. “Our
goal is to deliver personalized service and solutions, and to do
that successfully, we focus on listening to our clients and truly
understanding their needs.”
Within the U.S. investment consulting business, Graystone posted
year-over-year improvement in overall confidence to deliver on
expectations, with top-quartile scores in Credibility with
Investment Committee or Trustees and Sufficient Professional
Resources to Meet Needs. Its 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 July and
October 2021, Coalition Greenwich interviewed 811 individuals from
661 of the largest tax-exempt funds in the United States, including
corporate and union funds, public funds, 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 41
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.
About Coalition Greenwich
Coalition Greenwich, a division of CRISIL, an S&P Global
Company, is a leading global provider of strategic benchmarking,
analytics, and insights to the financial services industry.
*Source: Coalition Greenwich 2021 U.S. Institutional Investors
Study (April 2022). The 2021 Coalition 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.
All rights reserved. ©2022 Morgan Stanley Smith Barney LLC.
Member SIPC. Graystone Consulting is a business of Morgan Stanley
Smith Barney LLC.
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