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 4,039 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, innovativeness, and business model efficiency and effectiveness.

The study provides 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 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.

REPORT FORMATS. To meet the needs of different audiences, this report is published in two versions: the ‘Data Only Edition’ and the ‘Extended Edition’.

• Data Only Edition. Focused on the core quantitative findings (ratings), this edition presents key data, headline observations, key messages, and essential recommendations. It offers a streamlined overview for readers seeking access to the most important insights.

• Extended Edition. This comprehensive version builds on the Data Only Edition by adding deeper analysis, practical interpretation of the results, and more granular, actionable recommendations. It is designed for readers who also want a detailed understanding of the specific operational and strategic implications of the findings.

MORGAN STANLEY — THE EXCELLENCE EQUATION | EXTENDED EDITION 2025 (number of pages: approx. 300).

COMING SOON.