Morgan Stanley

United States

$1.36T in AUM

$1.18T in Total Assets

Qualitative Analysis

FinanceMap scores this financial institution in the following areas. Please navigate to the relevant tab for in-depth analysis

FinanceMap Scores

Governance Score

Stewardship Score

Policy Engagement Score

Top Line Target

Net Zero

Portfolio Analysis

FinanceMap assesses these portfolios for this financial institution. Please navigate to the relevant tab for in-depth analysis.

Activity Stream
Value Assessed
Portfolio Paris Alignment Score
Exposure to Fossil Fuels
Corporate Lending (2020-22)
$190B
-21%
4.2%
Bond and Equity Underwriting (2020-22)
$553B
-33%
4.7%
Equity Asset Management
$154B
-19%
1.8%

Governance

D
Performance Band

48%
Organisation Score

Detailed Evidence Used to Assess Morgan Stanley

The following table outlines the key queries and data sources, which FinanceMap uses to assess financial institutions climate governance, targets and policies. Every evidence piece is assessed on a five-point scale of -2,-1,0,1,2 or NA (not applicable)/NS (not scored). All queries, data sources, and evidence pieces are weighted against one another in a matrix system to arrive at a final top-level score. Clicking on specific cells will load the underlying evidence and information on how it has been assessed.

Exposure Analysis

Fossil fuel companies are those whose primary sector falls within coal mining and services, or up-, mid-, and downstream oil and gas sectors. Green companies are defined as companies having over 75% revenue deriving from Substantial Contribution to Mitigation activities under the EU Taxonomy.

Portfolio Paris Alignment

Portfolio Paris Alignment analysis of this institution's activities in this portfolio area assesses deals in 2020–2022.

Corporate Lending Paris Alignment

Value Assessed: $190B

Portfolio Paris Alignment by Sector

Sector Paris Alignment scores for the sectors to which this portfolio has exposure. FinanceMap Paris Alignment analysis is limited to the automotive, upstream fossil fuel, and power sectors.

Sector
% of Portfolio Value
Sector Paris Alignment

Portfolio Forecast Production in Sector

Portfolio Forecast Production in Sector

Portfolio Forecast Production in Sector

Exposure Analysis

Fossil fuel companies are those whose primary sector falls within coal mining and services, or up-, mid-, and downstream oil and gas sectors. Green companies are defined as companies having over 75% revenue deriving from Substantial Contribution to Mitigation activities under the EU Taxonomy.

Portfolio Paris Alignment

Portfolio Paris Alignment analysis of this institution's activities in this portfolio area assesses deals in 2020–2022.

Underwriting Paris Alignment

Value Assessed: $553B

Portfolio Paris Alignment by Sector

Sector Paris Alignment scores for the sectors to which this portfolio has exposure. FinanceMap Paris Alignment analysis is limited to the automotive, upstream fossil fuel, and power sectors.

Sector
% of Portfolio Value
Sector Paris Alignment

Portfolio Forecast Production in Sector

Portfolio Forecast Production in Sector

Portfolio Forecast Production in Sector

Portfolio Forecast Production in Sector

Exposure Analysis

Last Updated - 28/02/2023

Fossil fuel companies are those whose primary sector falls within coal mining and services, or up-, mid-, and downstream oil and gas sectors. Green companies are defined as companies having over 75% revenue deriving from Substantial Contribution to Mitigation activities under the EU Taxonomy.

Portfolio Paris Alignment

Equity Portfolio Paris Alignment

Portion of AUM Assessed: $154B

Portfolio Paris Alignment by Sector

Sector Paris Alignment scores for the sectors in which the asset manager has shareholdings. FinanceMap Paris Alignment analysis is limited to the automotive, upstream fossil fuel, and power sectors.
Sector
% of Portfolio Value
Sector Paris Alignment

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
Nextera Energy Inc19.2%
Duke Energy Corp15.7%
Iberdrola SA8.0%
American Electric Power Company Inc5.8%
Enel SpA5.7%
Xcel Energy Inc3.8%
CMS Energy Corp3.1%
Enel Chile SA3.0%
Entergy Corp2.7%
NRG Energy Inc2.4%

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
Ford Motor Co22.5%
Stellantis NV21.0%
General Motors Co11.3%
Maruti Suzuki India Ltd9.3%
Kia Corp5.3%
Tesla Inc4.6%
Toyota Motor Corp4.1%
Mahindra and Mahindra Ltd3.5%
BYD Co Ltd3.2%
Hyundai Motor Co2.3%

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
China Shenhua Energy Co Ltd49.2%
Glencore PLC13.4%
Yankuang Energy Group Co Ltd8.8%
Exxaro Resources Ltd6.1%
Adaro Energy Indonesia TBK PT5.1%
Peabody Energy Corp4.3%
Arch Resources Inc2.7%
Coal India Ltd1.9%
Semirara Mining and Power Corporation1.4%
Bukit Asam Tbk PT1.4%

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
Exxon Mobil Corp20.6%
Chevron Corp13.0%
Antero Resources Corp11.4%
Conocophillips10.4%
EOG Resources Inc9.6%
Petroleo Brasileiro SA Petrobras7.6%
EQT Corp5.9%
Range Resources Corp5.0%
Occidental Petroleum Corp2.7%
Diamondback Energy Inc1.8%

Funds Assessed

All equity funds that FinanceMap has identified as being managed by this asset manager. Click through to a fund's profile page to view in-depth analysis.
Fund Name
Fund Domicile
TNA
Exposure
Portfolio Paris Alignment
Luxembourg
$20.5B
0%
N/A
Luxembourg
$9.89B
0%
N/A
Luxembourg
$9.78B
0%
N/A
United States
$6.31B
0%
N/A
United States
$5.14B
0%
N/A
Luxembourg
$5.03B
0%
N/A
Luxembourg
$4.6B
0%
N/A
United States
$2.9B
0%
N/A
Luxembourg
$2.68B
0%
N/A
United States
$2.3B
2.4%
N/A
Luxembourg
$2.2B
0%
N/A
United States
$1.9B
5.5%
-18%
United States
$1.55B
10.6%
-15%
United States
$1.46B
0%
N/A
Luxembourg
$1.45B
17.1%
-20%
United Kingdom
$1.39B
0%
N/A
Luxembourg
$1.38B
17.1%
-20%
Luxembourg
$1.31B
0%
N/A
United States
$1.13B
5.5%
-18%
United States
$1.03B
5.5%
-18%
Luxembourg
$1.01B
0%
N/A
Luxembourg
$929M
1.9%
N/A
United States
$901M
3.4%
-1%
United States
$843M
1.9%
N/A
United States
$725M
10.4%
-14%
United States
$611M
6.4%
-13%
United States
$543M
2.3%
N/A
Luxembourg
$535M
0%
N/A
United States
$494M
10.5%
-28%
United States
$460M
10.4%
-15%
United States
$424M
7.9%
-21%
United States
$422M
0%
N/A
United States
$393M
0%
N/A
United States
$380M
12.1%
-41%
United States
$290M
1.9%
N/A
United States
$263M
4.7%
-5%
United States
$260M
3.7%
-19%
Luxembourg
$254M
0%
N/A
United States
$249M
9.8%
-11%
United States
$249M
10.8%
-40%
United States
$195M
10.4%
-26%
Luxembourg
$195M
13.4%
-21%
Luxembourg
$183M
13.4%
-21%
United States
$182M
29.5%
23%
United States
$181M
12.3%
-37%
United States
$140M
N/A
N/A
United States
$139M
0%
N/A
United Kingdom
$127M
0%
N/A
United States
$125M
12.4%
-23%
Luxembourg
$123M
9.9%
-11%
Luxembourg
$123M
0%
N/A
Luxembourg
$118M
0%
N/A
United Kingdom
$111M
0%
N/A
Luxembourg
$81.7M
1.0%
N/A
Luxembourg
$78.4M
10.8%
-40%
Luxembourg
$77.3M
0%
N/A
Luxembourg
$73.2M
0%
N/A
United States
$71.7M
3.2%
-7%
United States
$58.6M
3.3%
100%
Luxembourg
$56.8M
0%
N/A
United States
$55.4M
N/A
N/A
Luxembourg
$52.3M
0%
N/A
Luxembourg
$48.4M
0%
N/A
United States
$41.7M
0%
N/A
Luxembourg
$38.3M
0%
N/A
United States
$35.9M
4.0%
-11%
Luxembourg
$32.5M
0%
N/A
Luxembourg
$29.8M
9.1%
-37%
Luxembourg
$28.3M
11.8%
-41%
Luxembourg
$28.2M
0%
N/A
United States
$27.0M
3.7%
-19%
Luxembourg
$22.2M
12.0%
-24%
United States
$22.1M
13.2%
-26%
United States
$21.3M
1.8%
N/A
Luxembourg
$20.0M
0%
N/A
Luxembourg
$18.0M
13.7%
-25%
United Kingdom
$15.9M
N/A
N/A
Saudi Arabia
$13.6M
N/A
N/A
United States
$5.57M
5.4%
-38%
Luxembourg
$5.5M
0%
N/A
Luxembourg
$3.97M
N/A
N/A

Stewardship

C+
Performance Band

46%
Voting Percentage

Detailed Evidence Used to Assess Morgan Stanley

The following table outlines the key queries and data sources, which FinanceMap uses to assess asset managers' corporate engagement programs. Every evidence piece is assessed on a five-point scale of -2,-1,0,1,2 or NA (not applicable)/NS (not scored). All queries, data sources, and evidence pieces are weighted against one another in a matrix system to arrive at a final top-level score. Clicking on specific cells will load the underlying evidence and information on how it has been assessed.

Policy Engagement

D+
Performance Band

60%
Organisation Score

48%
Relationship Score

Detailed Evidence Used to Assess Morgan Stanley

The following table outlines the key queries and data sources, which FinanceMap uses to assess financial institutions’ sustainable finance policy engagement. Every evidence piece is assessed on a five-point scale of -2,-1,0,1,2 or NA (not applicable)/NS (not scored). All queries, data sources, and evidence pieces are weighted against one another in a matrix system to arrive at a final top-level score. Clicking on specific cells will load the underlying evidence and information on how it has been assessed.

Detailed Evidence Used to Assess Morgan Stanley - Relationships

In this section, we depict graphically the relationships the corporation has with trade associations, federations, advocacy groups and other third parties who may be acting on their behalf to influence climate change policy. Each of the columns above represents one relationship the corporation appears to have with such a third party.

In these columns, the top, dark section represents the strength of the relationship the corporation has with the influencer. For example if a corporation's senior executive also held a key role in the trade association, we would deem this to be a strong relationship and it would be on the far left of the chart above, with the weaker ones to the right. Click on these grey shaded upper sections for details of these relationships. The middle section contains a link to the organization score details of the influencer concerned, so you can see the details of its climate change policy influence. Click on the middle sections for for details of the trade associations. The lower section contains the organization score of that influencer, the lower the more negatively it is influencing climate policy.

Strength of Relationship
STRONG
 
 
 
 
 
 
 
WEAK
 
54%
 
54%
 
14%
 
14%
 
62%
 
62%
 
50%
 
50%
 
43%
 
43%
 
57%
 
57%
 
48%
 
48%
 
69%
 
69%
 
58%
 
58%
 
46%
 
46%
 
41%
 
41%
 
41%
 
41%
 
30%
 
30%
 
48%
 
48%
 
60%
 
60%
 
52%
 
52%
 
51%
 
51%
 
61%
 
61%