Morgan Stanley | Investor Presentation Deck

Morgan Stanley | Investor Presentation Deck | 27 slides

Morgan Stanley · 2023-01

arc beats above · slides in the middle · loops below · scroll → 1 LOOPS

Deck intelligence map

coverage by narrative range · generated from this deck JSON

Narrative range 17 total

Metadata

Components

Metrics

Tools

Frameworks

Beats

Loops

Problem 2 slides 100% 2/2 slides 100% 2/2 slides · 9 hits

— 0/2 slides

100% 2/2 slides 50% 1/2 slides 100% 2/2 slides

— 0/2 slides

Solution 6 slides 100% 6/6 slides 100% 6/6 slides · 29 hits

— 0/6 slides

50% 3/6 slides 16.7% 1/6 slides 100% 6/6 slides 16.7% 1/6 slides Business Model 9 slides 100% 9/9 slides 100% 9/9 slides · 44 hits

— 0/9 slides

33.3% 3/9 slides 100% 9/9 slides

— 0/9 slides

Slide inventory

every slide · same image gating as the playbook

front_matter

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front_matter

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summarize

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summarize

Open slide detailBeat · Problem

The slide uses a binary comparison framework to justify corporate strategy.present_framework

Open slide detailBeat · Problem

The slide uses a table-like structure for metrics and donut charts for business mix composition.analyze_data

Open slide detailBeat · Solution

Uses a before-after-bridge style framing to demonstrate resilience.frame_situation

Open slide detailBeat · SolutionLoop · Before After

The heatmap shows a clear migration of revenue distribution from the <$60MM bucket to the >$80MM buckets over time.analyze_data

Open slide detailBeat · Solution

The slide uses a bar chart to visualize profit growth and oval callouts to highlight margin milestones.analyze_data

Open slide detailBeat · Solution

The slide uses a combination of bar charts and a line chart to illustrate financial growth and efficiency metrics.analyze_data

Open slide detailBeat · Solution

The slide highlights that no single source accounts for more than 25% of NNA.analyze_data

Open slide detailBeat · Solution

The slide uses a combination of a bar chart for client growth and metric callouts for retention rates.summarize

Open slide detailBeat · Business Model

The slide uses a numbered list format to outline three strategic pillars and their corresponding quantitative outcomes.summarize

Open slide detailBeat · Business Model

Includes a bar chart for revenue growth, two donut charts for asset mix, and two big-number metrics for Alternatives and Customization.analyze_data

Open slide detailBeat · Business Model

analyze_data

Open slide detailBeat · Business Model

The slide uses a combination of list-based metrics for market share and bar charts for financial trends.analyze_data

Open slide detailBeat · Business Model

The slide uses two distinct bar charts to demonstrate capital efficiency and strength.analyze_data

Open slide detailBeat · Business Model

The slide uses a simple additive framework to explain the ~9% return (3% dividend + 6% buyback).analyze_data

Open slide detailBeat · Business Model

The slide uses a waterfall-style logic for the asset growth and a stacked bar comparison for the PBT transformation.quantify_opportunity

Open slide detailBeat · Business Model

The slide uses a two-part table structure to distinguish between standard financial goals and a longer-term asset goal.summarize

Open slide detailBeat · Business Model

appendix

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Contains specific adjustments for non-GAAP measures like ROTCE and DVA, and peer group definitions.appendix

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Contains specific definitions for metrics used on slides 8, 9, 10, and 11.appendix

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This slide provides technical definitions for terms used in slides 12, 13, and 14 of the presentation.appendix