Morgan Stanley

2019 YE — All values in USD billionsDefinitions

Firm Information

AUM, Firm Distribution

Insurance GenAcct 3rd PartyInsurance GenAcct AffilInsurance SepAcctAll Other FirmAUMTotal Firm AUM45.15
Morgan Stanley

www.morganstanley.com
522 Fifth Avenue, New York, NY 10036

Ryan C. Jaggers, CFA
Head of North America Insurance Solutions
ryan.jaggers@morganstanley.com
(212) 296-2525

Service Offerings & Client Profiles

Insurer Services
Investment Accounting OutsourcingNALM PartneringY
Customized Portfolio ReportingYRegulatory AssistanceY
Insurance Client Web PortalNStrategic Asset Allocation AdviceY
Peer AnalyticsYTactical Asset Alloc / Multi-Asset Portfolio MgtY
Capital Modelling & ManagementYInsurance Client ConferencesY
Income & Cash Flow ProjectionsYESG Specific Products Placed with InsurersY

Client Type Count

Life HealthPropertyCasualtyReinsurance(All Lines)Multi-LineOtherTotal ClientCount

Client Relationship Size

<$250mn$250mn – $1bn$1 – $5bn5 – $10bn>$10bn

AUM Summary

3rd Party General Account Public Private Total
Fixed Income
Equities
Total
Firm Public Private Total
Fixed Income
Equities
Total
Regions 3P-GA Firm
N America18.733
Europe & UK18.936
APAC3.148
Offshore
Other4.333

AUM Details

Public Fixed Income 3P-GA Firm
Cash/Short-Term
Governments & Agencies
Corporates
Municipals, Tax-Preferenced
Municipals, Taxable
Securitized – RMBS
Securitized – All Other
Convertibles
High Yield
Bank/Leveraged Loans
CLOs
Emerging Markets – Sovereigns
Emerging Markets – Corporates
Other
Public Equities 3P-GA Firm
Large Cap
Mid Cap
Small Cap
Global Developed Markets
Emerging Markets
Quant/Smart Beta
Mkt Neutral / Long-Short / Liquid Alts
Dividend-Tilt
Passive SMAs
Other
Private Fixed Income 3P-GA Firm
Private Placements – Traditional
Corporate – Middle Market
RE – CMLs
RE – All Other Debt
Infrastructure Debt
Structured
High Yield
Other
Private Equity, Equity Alts 3P-GA Firm
PE / VC
RE Equity
Infrastructure Equity
Hedge Funds
Other