Morgan Stanley — The Excellence Equation is more than just a report. It is the outcome of a multi-year study on the bank’s wholesale banking performance. The research is based on insights from a distinguished group of C-level executives and senior managers from Fortune Global 500 and Forbes Global 2000 companies. The study evaluates Morgan Stanley across six key dimensions: client focus, external engagement, competitiveness, leadership and employee quality, innovation, and business model efficiency and effectiveness.

The study’s conclusions provide a roadmap for action, helping Morgan Stanley close performance gaps, prioritize critical areas, and sustain excellence. Key benefits of Morgan Stanley — The Excellence Equation include:

• Serving as a performance benchmark for Morgan Stanley — and its peers.

• Offering (current and potential) clients and other stakeholders specific insights on Morgan Stanley’s banking services quality.

• Identifying high-impact factors shaping Morgan Stanley’s reputation.

• Providing a clear set of actionable business priorities for Morgan Stanley’s leadership team.

When used effectively, this in-depth report pinpoints the business processes that Morgan Stanley’s managers and staff can directly influence and enhance. The report’s success formula is a true north compass that works in any business environment.

COMING SOON [June 2025].