Morgan Stanley | Investor Conference Presentation Deck | 21 slides

Morgan Stanley · 2021-06
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

21
every slide · same image gating as the playbook
01
Slide 1
front_matter
03
summarize
Open slide detailBeat · Situation & ContextLoop · Golden Circle
04
The slide uses two side-by-side bar charts to illustrate business growth.summarize
Open slide detailBeat · Situation & ContextLoop · Golden Circle
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The slide uses two separate bar charts to illustrate growth in asset flows and total assets.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Zoom In
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PBT = Profit Before Tax. MSWM = Morgan Stanley Wealth Management.compare_peers
Open slide detailBeat · Evidence & ProofLoop · Zoom In
07
The chart uses a blue box to highlight the 2020-1Q 2021 period where MSWM growth caught up to or exceeded the top direct firm.compare_peers
Open slide detailBeat · Evidence & ProofLoop · Zoom In
08
The table shows a clear migration of daily revenue performance from the <$60MM bucket to the >$80MM bucket over time.analyze_data
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The slide uses a two-column layout to contrast the platform offerings with the resulting advisor adoption metrics.summarize
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summarize
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The slide uses a funnel-like visual to represent channels feeding into service models.present_solution
Open slide detailBeat · Impact & Next Steps
12
The slide uses a split-layout to contrast current capabilities with future growth vectors.present_solution
Open slide detailBeat · Impact & Next Steps
13
The slide uses a three-column process flow: Inputs (Brands), Scale (Metrics), and Output (Strategic Steps).present_solution
Open slide detailBeat · Impact & Next Steps
14
The slide uses a waterfall chart to aggregate channel-specific assets into a total opportunity figure.size_opportunity
Open slide detailBeat · Impact & Next Steps
15
The slide uses a funnel-like visual to represent channels feeding into execution focus areas.plan_implementation
Open slide detailBeat · Impact & Next Steps
16
The slide uses a process-oriented layout to show how different business units serve clients across their lifecycle.present_framework
Open slide detailBeat · Impact & Next Steps
17
The slide highlights the sensitivity of the bank's wealth management margin to interest rate shifts.analyze_data
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Provides technical definitions for Net New Assets, Client Assets, Fee-Based Asset Flows, Asset Growth, PBT Wallet Share, and Annualized Net New Assets.appendix
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This slide serves as a technical appendix for slides 8, 9, 10, and 12.appendix
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front_matter