Morgan Stanley's Investment Management Division Introduces Tax-Oriented Investment Hub
Morgan Stanley Introduces Tax Forward Investing Center
Morgan Stanley Investment Management (MSIM), a global leader in investment management with over $1.7 trillion in assets under management as of June 30, 2025, has launched the Tax Forward Investing Center, an online educational platform designed to empower financial advisors with the knowledge and tools to navigate tax-efficient investment strategies.
The Tax Forward Investing Center is a comprehensive resource, offering access to tools, featured insights, and short learning videos to increase advisors' comfort with tax management principles. The platform details how to identify the sources of tax friction in a client portfolio and how to implement tax-managed solutions.
The launch of the Tax Forward Investing Center follows MSIM's introduction of the Tax Optimized Portfolio Solutions (TOPS) tool last month. TOPS is a valuable tool used by Morgan Stanley's Wealth Strategies Group to understand client preferences and goals, analyze client scenarios, and identify bespoke tax-efficient investment strategies.
MSIM provides a wide range of investment banking, securities, wealth management, and investment management services. With offices in 42 countries, Morgan Stanley is a global financial services firm serving a diverse client base, including governments, institutions, corporations, and individuals worldwide.
The Tax Forward Investing Center's curriculum includes six courses on topics such as tax deferral, tax-smart philanthropy, tax alpha and direct indexing, navigating concentrated wealth, and tax-optimized fixed income. The curriculum kicks off with a live webinar on September 30, which reviews why taxes matter and examines the foundational concepts underpinning tax sources.
Interested individuals can register for the webinar online in the Tax Forward Investing Center. The first live webinar event will take place on September 30, 2025, as part of the platform launch announced in New York on September 19, 2025. The event will be held virtually.
For more information about Morgan Stanley Investment Management, visit www.morganstanley.com/im. For further queries, please contact Colleen McElhinney at 617.672.8995, the media contact for Morgan Stanley.
Morgan Stanley's stock symbol is NYSE: MS. For more information about Morgan Stanley, visit www.morganstanley.com. The source of this news is Business Wire.
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