Morgan Stanley Wealth Management Global Investment Solutions Launches New UIT Portfolio
October 25 2016 - 11:00AM
Business Wire
Invests in stocks projected to benefit from disruption in the
automotive industry and related changes to consumer behavior
Morgan Stanley Wealth Management’s Global Investment Solutions
announced the launch of its latest UIT portfolio: The M.A.D.E.
Portfolio, 2016 – Shared Mobility, Autonomous Driving and
Electrification.
This portfolio is based on “The Shared Autonomous 30,” a report
by the Morgan Stanley Research team. The portfolio consist of
approximately 30 securities that the research team believes are
best positioned to benefit from growth opportunities in a new era
of transportation created by disruptive technologies that are
transforming the automotive industry.
The portfolio is a Unit Investment Trust, with a three-year
life, consisting primarily of large cap stocks with market
capitalization exceeding $1 billion. Morgan Stanley Wealth
Management Capital Markets and Morgan Stanley Investment Management
support the sales distribution.
“We are pleased to leverage the Firm’s intellectual capital to
deliver an innovative product to our Financial Advisors and their
clients,” said Ben Huneke, Head of Investment Solutions for Morgan
Stanley Wealth Management. “This is another example of how we are
able to harness the collective resources across the entire Firm to
make ideas investable.”
Morgan Stanley & Co. Research identifies stocks covering
over a dozen industries in the following areas:
- Shared mobility: Partial ownership
and/or common use of vehicles
- Autonomous driving: Self-driving
cars
- Electrification: Electrically powered
automobiles
- Automotive ecosystem: Firms that
provide the content, resources and technology to develop and
implement M.A.D.E. automobiles, and are exposed to the consumer
behavioral changes these vehicles enable.
For additional information, please visit
http://www.morganstanley.com/ideas/autonomous-driving-impact-on-nine-industries.
Morgan Stanley Wealth Management, a global leader, provides
access to a wide range of products and services to individuals,
businesses and institutions, including brokerage and investment
advisory services, financial and wealth planning, cash management
and lending products and services, annuities and insurance,
retirement and trust services.
Morgan Stanley (NYSE:MS) is a leading global financial services
firm providing investment banking, securities, wealth management
and investment management services. With offices in more than 43
countries, the Firm’s employees serve clients worldwide including
corporations, governments, institutions and individuals. For
further information about Morgan Stanley, please visit
www.morganstanley.com.
Investors should consider the investment objectives, risks, and
charges and expenses carefully before investing. Contact your
Financial Advisor or call Morgan Stanley Smith Barney LLC at
1-800-869-0690 to request a prospectus, which contains this and
other information about the portfolio. Read it carefully before you
invest.
This investment involves all the risks of investing in the stock
market, including the risk of loss. Portfolios that invest a large
percentage of assets in only one industry sector (or in only a few
sectors) are more vulnerable to fluctuations in those sectors than
those that diversify among a broad range of sectors.
©2016 Morgan Stanley Smith Barney LLC. Member SIPC. Morgan
Stanley Wealth Management is the trade name.
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Media RelationsMorgan Stanley Wealth ManagementChristine Jockle,
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