Morgan Stanley | Investor Presentation Deck | 28 slides

Morgan Stanley · 2021-01
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
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Slide inventory

28
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Setup
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other
Open slide detailBeat · Setup
03
The slide uses a table structure to demonstrate growth and efficiency improvements over time.analyze_data
Open slide detailBeat · Key Performance Indicators Overview
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summarize
Open slide detailBeat · Key Performance Indicators Overview
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summarize
Open slide detailBeat · Key Performance Indicators Overview
06
Includes logos for E*TRADE and Eaton Vance to indicate inorganic growth/acquisitions.summarize
Open slide detailBeat · Key Performance Indicators Overview
07
The slide uses three distinct bar charts to illustrate growth in market share and organic flows.summarize
Open slide detailBeat · Key Performance Indicators Overview
08
The slide uses a dual-chart layout to demonstrate the balance between risk management and financial performance.analyze_data
Open slide detailBeat · Evidence
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The slide uses a 3-column layout to compare performance metrics across different business segments.analyze_data
Open slide detailBeat · Evidence
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The slide uses a before-after comparison to highlight the impact of digital adoption on business performance.analyze_data
Open slide detailBeat · EvidenceLoop · Before After
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Includes E*TRADE acquisition impact in 2020 Pro Forma.analyze_data
Open slide detailBeat · Evidence
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The slide uses a matrix layout to visualize the migration of revenue buckets over time, with an arrow indicating the upward trend.analyze_data
Open slide detailBeat · Evidence
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The slide uses donut charts to represent AUM composition and geographic sales split.summarize
Open slide detailBeat · Evidence
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The slide uses a stacked bar chart for growth and a horizontal bar chart for peer comparison.compare_peers
Open slide detailBeat · Evidence
15
The slide uses a two-column layout to contrast quantitative cost/funding synergies with qualitative revenue opportunities.present_solution
Open slide detailLoop · Quick Win Big Bet
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The right chart includes a small segment for 'Integration-Related Expenses'.analyze_data
Open slide detailBeat · Resolution
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The slide uses a before-after framing style to contrast performance (ROTCE) with capital strength (CET1).analyze_data
Open slide detailBeat · Resolution
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The slide uses a visual bridge to connect short-term objectives to long-term aspirations.summarize
Open slide detailBeat · Resolution
20
Provides definitions and adjustments for non-GAAP metrics used in the presentation.appendix
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Page 21 of the presentation.appendix
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Contains specific methodology for VaR, Net Flows, and non-GAAP adjustments.appendix
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Contains specific definitions for Net New Assets, Pro Forma Assets Under Management, and Gross Sales.appendix
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Contains specific definitions for 'Wealth Management and Investment Management Client Assets', 'Cost Synergies', 'Funding Synergies', 'Efficiency Ratio', and 'Pappendix
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Contains specific definitions for ROTCE, Common Equity Tier 1, Pre-Tax Margin, and Efficiency Ratio.appendix