ActiveThis profile is actively maintained
ActiveThis profile is actively maintained
NY 10036 New York
Mr. James Gorman
Chairman & CEO
listed on NYSE
Morgan Stanley's largest shareholder is Japanese bank Mitsubishi UFJ Financial Group (22.3%, as of Jan 13 2023). Morgan Stanley's complete shareholder structure can be accessed here.
Morgan Stanley is an American investment bank, founded in 1935. With offices in more than 41 countries, the bank's clients include corporations, governments, institutions, and individuals. Morgan Stanley's main activities are: institutional securities, wealth management and investment management.
Morgan Stanley's most important sustainability commitments can be found at the website sections listed below.
Morgan Stanley is linked to a number of companies and projects that BankTrack considers controversial (so called Dodgy Deals), e.g. as a current or past financier or through an expression of interest. The profiles below provide more details on the nature of Morgan Stanley's link to these deals.
Banks and Climate
The 2022 Banking on Climate Chaos report showed that Morgan Stanley provided US$ 137.29 Billion in financing to the fossil fuel industry between 2016 and 2021. Find further details on Morgan Stanley fossil fuel portfolio and how it compares to other large banks globally on Fossil Banks No Thanks and in the Banking on Climate Chaos report.
Reclaim Finance tracks the coal, oil and gas policies of financial institutions, including banks, in the Coal Policy Tracker and Oil and Gas Policy Tool. Find further details on their assessment of Morgan Stanley fossil fuel policy below.
Banks and Human Rights
BankTrack assessed Morgan Stanley in its 2022 Global Human Rights Benchmark, where it achieved 6.5 points out of 14 and was ranked as a follower. In addition, Morgan Stanley scored 0 out of 3 on how it responds to alleged human rights violations linked to its finance, which were raised by civil society organisations. More information is detailed in the "Accountability" section of this profile.
Global Human Rights Benchmark 2022
Morgan Stanley's human rights policies, processes and reporting were assessed as part of the BankTrack Global Human Rights Benchmark 2022. The bank is assessed as a Follower, with a total score of 6.5 out of 14.
Due dilligence: 2.5/5
The bank was also assessed on its responses to instances of alleged human rights violations linked to its finance, raised by civil society organisations, for which it received an average score of 0/3. See the Response Tracking section of this profile for more details.
Banks and Nature
Morgan Stanley’s policies for forest-risk sectors (beef, soy, palm oil, pulp and paper, rubber and timber) have been assessed by the Forests & Finance coalition, achieving an overall score of 3.7 out of 10 and ranking it as a follower. Morgan Stanley achieved a score of 2 out of 10 specifically for its policies related to the beef sector and 6.6 out of 10 for its policies related to the palm oil sector. In addition, BankTrack and the Environmental Paper Network have assessed Morgan Stanley’s policies related to the pulp and paper sector.
Between 2016 and 2022, Morgan Stanley provided USD 1,637 million in credit to companies operating in these forest-risk sectors and held investments amounting to USD 70 million as of 2022. For more information, see the links below.
Forest & Finance Policy Assessment 2022: Overall scores
The policy assessment covers the main forest-risk commodity sectors (Beef, Palm Oil, Soy, Timber, Pulp and Paper, and Rubber). Weighted scores are based on the scope of Morgan Stanley' relevant policies, taking into account different types of financing and the sectors in which the bank is active. Details about the scores per sector policy can be found on Morgan Stanley' profile
A bank can obtain a total of 10 points for the quality of its policies. The total score is based on their scores per sector, weighted against their financing and investment for each sector. For further details on this see here. Based on their overall score, banks are then classified as Laggards, Followers, Front runners or Leaders, as follows: