For more information, see www.SHOOKresearch.com. Socially Responsible Investing focuses on aligning financial goals which are driven by economic fundamentals with impact goals which are driven by personal values and faith-based principles. Please consider the investment objectives, risks, charges and expenses of the portfolios carefully before investing. News Ohio Police & Fire to invest $320m in infrastructure and non-core property. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. Source: Forbes.com (April 2020) 2020 Forbes America's Top Women Wealth Advisors ranking awarded in 2020. The Firm's employees serve clients worldwide including corporations, governments, institutions and individuals from more than 600 offices in 30 countries. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. Absent such fee waivers, the yield would have been lower. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Working Mother Magazine (the publisher) during the period from 3/31/18- 3/31/19. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to the Financial Times in to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. 2013 Barron's Top 100 Women Financial Advisors. $ 2-50mm. Gross exposure % calculated as [(MV of long cash security and derivative positions)+(absolute value of MV in short derivative positions)]/(portfolio MV). Research Magazine's 130 Top-Ranked Advisor Teams in America. Registered in England and Wales. NAIC designations are the specific alphanumeric symbols in use by the NAIC Securities Valuation Office (SVO), to denote a category of credit quality. Ratings are based on the opinion of ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. The 2018 Greenwich Quality Leader in Overall U.S. Investment Consulting (Mid-Size Firms) designation was awarded to three firms and is based on the results of interviews conducted by Greenwich Associates as described above. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is not indicative of the Financial Advisors future performance. hbbd``b`o@JH$X>@I"` We can help you integrate these themes into your investment strategy. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Investment performance is not a criterion. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. On Wall Streets Top 75 Branch Managers 2018. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Investment performance is not a criterion. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. endstream endobj 354 0 obj <>/Metadata 21 0 R/Pages 351 0 R/StructTreeRoot 61 0 R/Type/Catalog/ViewerPreferences 365 0 R>> endobj 355 0 obj <>/MediaBox[0 0 612 792]/Parent 351 0 R/Resources<>/Font<>/ProcSet[/PDF/Text/ImageB/ImageC/ImageI]/XObject<>>>/Rotate 0/StructParents 0/Tabs/S/Type/Page>> endobj 356 0 obj <>stream Investment performance is not a criterion. Digital Vault lets you easily and conveniently manage and share lifes most important documents, such as wills, deeds and estate plans, as well as financial statements and tax filings. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. This ranking is not indicative of the Financial Advisors future performance. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/15 - 12/31/18. Investment performance is not a criterion. endstream endobj startxref Between February and November 2022, Coalition Greenwich interviewed 727 individuals from 590 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. For more information, please visit:http://www.understandingratings.com. Neither Morgan Stanley Smith Barney LLC nor any of its Financial Advisors pay a fee to the Baltimore Business Journal in exchange for the rating. With over 7,000 nominations compiled on an annual basis, Financial Advisor teams are quantitatively ranked based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. Source: Barron's.com (March 2022) 2022 Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2022. document.write(new Date().getFullYear()); MorganStanley.All rights reserved. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. We value our commitment to diverse perspectives and a culture of inclusion across the firm. Morgan Stanley Distribution, Inc. serves as distributor for the Morgan Stanley Institutional Liquidity Funds. This ranking was determined based on an evaluation process conducted by ISS Media utilizing data from responses to the PLANADVISER Retirement Plan Adviser Survey as of Jan/Feb 2019. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. (%). This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. The rating is not indicative of the advisors future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Weighted average maturity (WAM) measures the weighted average of the maturities of the portfolio's individual holdings, taking into account reset dates for floating rate securities. The rating is not indicative of the Financial Advisor's future performance. Neither Morgan Stanley Smith Barney LLC nor its Branch Managers pay a fee to On Wall Street in exchange for the rating. It will help protect your legacy and those you care about most. 2021 Barron's Top 100 Institutional Consulting Teams. NABCAPs evaluation and ranking program (including the evaluation and validation process and the list of NABCAP Premier Advisors) is an independent third-party assessment based on objective, unbiased questions (the ""Program""). SLR signed a 12-year lease for 28,165 square feet in Morgan Stanley Prime Property Fund's 40-story building between East 58th and East 59th streets, according to brokers JLL. Source: planadviser.com (May 2016) awarded in 2016. Source: ft.com (Apr 2020) 2020 Financial Times 400 Top Financial Advisors awarded in 2020. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/19 - 3/31/20. 2017 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top young advisors. Investment performance is not a criterion. Securities are reviewed on an ongoing basis to maintain or improve creditworthiness, taking into consideration factors such as cash flow, asset quality, debt service coverage ratios and economic developments. This ranking was determined based on an evaluation process conducted by ISS Media utilizing data from responses to the PLANADVISER Retirement Plan Adviser Survey as of Jan/Feb 2011. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. This ranking was determined through an evaluation process conducted by NAPA based on self-reported defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2019. 2012 Barron's Top 1,000 Financial Advisors: State-by-State. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. 2020 NAPA Top DC Advisor Multi-Office Firms. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking is not indicative of the Financial Advisors future performance. The rating may not be representative of any one clients experience because it reflects a sample of all of the experiences of the Financial Advisors clients. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Ratings are based on the opinion of ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Your Privacy Choices Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. Net Asset Value (NAV)is the dollar value of a single mutual fund share, based on the value of the underlying assets of the fund minus its liabilities, divided by the number of shares outstanding. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. The Reorganization occurred on January 6, 2015. Do the math, said Cathy Marcus, global chief operating officer and head of US equity at Prudentials PGIM real estate, which manages $204 billion in property globally, including the oldest ODCE fund. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Prime Property Fund Asia, an open-ended core fund run by Morgan Stanley Real Estate Investing (MSREI), has bought a 50% stake in an office building in Melbourne for close to AUD140m (95m). Of those nominated, Financial Planning bases its rankings on quantitative and qualitative criteria. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2020 Aug 2021. For more information, see www.SHOOKresearch.com. Investment performance is not a criterion. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. PitchBook helps you see a funds investments based on target industry, year and deal typeso you can quickly understand its strategy at a glance. It is based solely from a set of quantitative variables and information from a survey supplied by the advisers themselves. The WAM calculation utilizes the interest-rate reset date, rather than a security's stated final maturity, for variable- and floating- rate securities. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2010 - Mar 2011. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top young advisors. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to Plan Advisor in exchange for the rating. Neither Graystone Consulting nor Morgan Stanley Smith Barney LLC ("Morgan Stanley") paid a fee to Greenwich Associates in exchange for the award. PLANADVISER Top 100 Retirement Plan Advisers 2019. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Working Mother Magazine (the publisher) during the period from 3/31/20 - 3/31/21. 2017 Forbes America's Top Wealth Advisors. Prime Property Fund Asia Limited Partnership is a real estate fund operated by Msref Real Estate Advisor, Inc. and has approximately $763.3 million in assets. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. For more information, see www.SHOOKresearch.com. This ranking is not indicative of the Financial Advisors future performance. 2008 Barron's Top 100 Women Financial Advisors. This ranking is not indicative of the Financial Advisors future performance. %PDF-1.5 % 2018 PLANSPONSOR Retirement Plan Adviser of the Year. S&P's credit ratings express its opinion about the ability and willingness of an issuer to meet its financial obligations in full and on time. PLANADVISER Top 100 Retirement Plan Advisers 2020. For more information, see www.SHOOKresearch.com. 2023 Forbes Best-In-State Wealth Management Teams. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2018 - Dec 2019. Any rating below 'BBB-' rating Our Spending and Budgeting Tool makes it easy for you and your Financial Advisor to see your complete financial picture. Its like the nightclub where everybody lines up to get in and then lines up to leave when it closes, John Murray, head of global private commercial real estate at Pacific Investment Management Co., said in an interview. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/16 - 3/31/17. The prospectus contains this and other information about the portfolios. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. This ranking is not indicative of the Financial Advisors future performance. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Subscriptions These criteria are utilized for each of the categories in which this award is given. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 6/30/20 - 6/30/21. PRIME is a core, fully-specified, open-end commingled real estate investment fund diversified by property type and location designed to provide a stable, income- driven rate of return over the long term with potential for growth of income and appreciation of value. This ranking is not indicative of the Financial Advisors future performance. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2012 - Dec 2013. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. This ranking is based on quantifiable and objective criteria, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate, industry certifications and online accessibility. Ultimately, we will measure your progress towards your planning goals of comfort, success, and well-being into and throughout retirement, and keep you updated along the way. Source: Barron's.com (March 2020) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2020. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. Expenses are based on the fund's current prospectus. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. All credentials and designations are verified and nominee compliance records are verified. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Privacy & Cookies We have the experience and agility to partner with clients from individual investors to global CEOs. Ratings are not intended as a recommendation and are subject to change. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This exclusive conference is designed to promote best practices and generate new ideas across the industry. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for placement on its rankings. 1. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. 2016 Barron's Top 1,200 Financial Advisors: State-by-State. 27219 0 obj <>/Filter/FlateDecode/ID[<348559AFFC8AF743A887923FB5465B8B>]/Index[27204 25]/Info 27203 0 R/Length 78/Prev 876981/Root 27205 0 R/Size 27229/Type/XRef/W[1 2 1]>>stream Heres how our views diverge from the market. Investment managers often have certain targets for how much they want to have invested in stocks, bonds, real estate and other assets. This ranking is not indicative of the Financial Advisors future performance. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Were going to end up with some valuation decline, but its not going to be earth shattering.. This ranking is based on quantifiable and objective criteria, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate, industry certifications and online accessibility. A sub-segment of the questions was used to determine eligibility for the Top 100. Since 1991, Morgan Stanley has acquired $102.0 billion of real estate assets worldwide and currently manages $60.5 billion in real estate assets on behalf of its clients. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking is not indicative of the Financial Advisors future performance. For 87 years, weve had a passion for whats possible. Learn more. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Source: REP. magazines Top 40 Wirehouse Advisors Under 40, August 5, 2013. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. PLANADVISER Top 100 Retirement Plan Advisers 2018. Investment performance is not a criterion. For institutional investors, the exit queue is at least partly a response to whats known as the denominator effect. The Prime Property Fund ("Prime", "PPF" or the "Fund") is a diversified, open-end Core real estate fund that targets high quality, well-leased, income-producing properties located in select primary markets in the U.S. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2012 - Sept 2013. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: planadviser.com (May 2021) awarded in 2021. 2019 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. 3Morgan Stanley Smith Barney LLC ("Morgan Stanley"), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. Companies that invest in financial wellness have an opportunity to: Your people look to you for financial guidance. As such, the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Financial Advisors are chosen for this list at the sole discretion of the publication, and selection is not based on any quantitative criteria that is consistent across all listed Advisors.. This evaluation was not based on a specific time period, but was conducted by Five Star Professional (FSP) that considered, among other factors, the following: 2017 Forbes Top 500 Next Generation Wealth Advisors. This ranking is not indicative of the Financial Advisors future performance. Source: planadviser.com (May 2017) awarded in 2017. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Investment performance is not a criterion. This evaluation was not based on a specific time period, but was conducted by Five Star Professional (FSP) that considered, among other factors, the following: Source: planadviser.com (May 2013) awarded in 2013. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. This ranking is not indicative of the Financial Advisors future performance. This platform provides a holistic view to better enable risk to be effectively monitored and managed. Please consider the investment objectives, risks, charges and expenses of the portfolios carefully before investing. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. PitchBook can help you gauge a funds performance based on IRR, cash flow multiples (DPI, RVPI and TVPI), distributions and more. For more information, see www.SHOOKresearch.com. Qualitative factors include, but are not limited to, compliance record, interviews with senior management and philanthropic work.
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