James Owens - Morgan Stanley Independent Director

MS Stock  USD 93.76  1.67  1.81%   

Director

Mr. James W. Owens is Independent Director of Morgan Stanley. Mr. Owens served as Chairman and CEO of Caterpillar Inc., a manufacturer of construction and mining equipment, diesel and natural gas engines and industrial gas turbines, from 2004 to 2010. He served as Vice Chairman of Caterpillar from 2003 to 2004 and as Group President from 1995 to 2003, responsible at various times for 13 of the companys 25 divisions. Mr. Owens served at Caterpillar as Vice President and Chief Financial Officer from 1993 to 1995, Corporationrationrate Vice President and President of Solar Turbines Incorporated from 1990 to 1993, and managing director of P.T. Natra Raya, Caterpillars Indonesian joint venture, from 1987 to 1990. He held various managerial positions in the Accounting and Product Source Planning Departments from 1980 to 1987 and was chief economist of Caterpillar Overseas S.A. in Geneva, Switzerland, from 1975 to 1980. He joined Caterpillar in 1972 as a corporate economist. Mr. Owens served on the Presidents Economic Recovery Advisory Board from 2009 to 2011. He is a senior advisor at Kohlberg Kravis Roberts Co since 2011.
Age 71
Tenure 13 years
Phone212 761 4000
Webhttps://www.morganstanley.com
Owens’ various leadership positions, including as CEO of a major global corporation, bring to the Board extensive management experience and economics expertise and strengthen the Board’s global perspective.

Morgan Stanley Management Efficiency

Morgan Stanley's management efficiency ratios could be used to measure how well Morgan Stanley manages its routine affairs as well as how well it operates its assets and liabilities.
The company reports 276.39 B of total liabilities with total debt to equity ratio (D/E) of 3.42, which may imply that the company relies heavily on debt financing. Morgan Stanley has a current ratio of 1.96, which is generally considered normal. Debt can assist Morgan Stanley until it has trouble settling it off, either with new capital or with free cash flow. So, Morgan Stanley's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Morgan Stanley sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Morgan to invest in growth at high rates of return. When we think about Morgan Stanley's use of debt, we should always consider it together with cash and equity.

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Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Europe, the Middle East, Africa, and Asia. Morgan Stanley was founded in 1924 and is headquartered in New York, New York. Morgan Stanley operates under Capital Markets classification in the United States and is traded on New York Stock Exchange. It employs 82000 people. Morgan Stanley (MS) is traded on New York Stock Exchange in USA. It is located in 1585 Broadway, New York, NY, United States, 10036 and employs 79,610 people. Morgan Stanley is listed under Trading category by Fama And French industry classification.

Management Performance

Morgan Stanley Leadership Team

Elected by the shareholders, the Morgan Stanley's board of directors comprises two types of representatives: Morgan Stanley inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Morgan. The board's role is to monitor Morgan Stanley's management team and ensure that shareholders' interests are well served. Morgan Stanley's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Morgan Stanley's outside directors are responsible for providing unbiased perspectives on the board's policies.
James Gorman, Chairman of the Board, Chief Executive Officer
Simon Evenson, Managing Director
Ryosuke Tamakoshi, Director
Judith Miscik, Independent Director
Mary Schapiro, Independent Director
Shelley Leibowitz, Independent Director
Hironori Kamezawa, Director
Erskine Bowles, Lead Independent Director
Erika James, Independent Director
Edward Pick, Head - Institutional Securities
Hutham Olayan, Independent Director
Stanislav Liberman, Managing Director
Eric Grossman, Chief Legal Officer, Executive Vice President
Jonathan Pruzan, Chief Financial Officer, Executive Vice President
Mandell Crawley, Chief Human Resource Officer
Marc Sgaraglino, Managing Director
James JD, COO
Patrick Willcutts, Corporate Retirement Director
Jami Miscik, Independent Director
James Boustead, Compliance Legal
Perry Traquina, Independent Director
Alistair Darling, Independent Director
Michael Pizzi, Head Technology
Stephen Popovchak, Managing Director
Sharon Yeshaya, Chief Financial Officer
Daniel Simkowitz, Head of Investment Management
Stephen Luczo, Independent Director
Thomas Glocer, Lead Independent Director
Simon Herrmann, Head Group
Sachin Wagle, CoHead India
Takeshi Ogasawara, Director
Donald Nicolaisen, Independent Director
Michael Wilson, Chief Officer
Dennis Nally, Independent Director
Rayford Wilkins, Independent Director
James Rosenthal, COO, Executive VP and Member of Operating Committee
Nobuyuki Hirano, Director
Sarah CFA, MD Centers
Andrew Saperstein, Head - Wealth Management
Robyn Goldschmid, Managing Director
Robert Herz, Independent Director
James Owens, Independent Director
Robert Rooney, Head of Technology - Operations and Firm Resilience
Colm Kelleher, Executive Vice President and Presidentident - Institutional Securities
Keishi Hotsuki, Executive Vice President, Chief Risk Officer
Laura Tyson, Independent Director
Jeffrey Brodsky, Chief Human Resource Officer, Executive Vice President
Elizabeth Corley, Independent Director
Raja Akram, Deputy Officer
Gregory Fleming, Executive Vice President and Presidentident - Asset Management and Presidentident - Global Wealth Management Group
Klaus Kleinfeld, Independent Director
Clint Gartin, Chairman Banking

Morgan Stock Performance Indicators

The ability to make a profit is the ultimate goal of any investor. But to identify the right stock is not an easy task. Is Morgan Stanley a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Morgan Stanley in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Morgan Stanley's short interest history, or implied volatility extrapolated from Morgan Stanley options trading.

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When determining whether Morgan Stanley is a strong investment it is important to analyze Morgan Stanley's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Morgan Stanley's future performance. For an informed investment choice regarding Morgan Stock, refer to the following important reports:
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Morgan Stanley. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in state.
For more information on how to buy Morgan Stock please use our How to Invest in Morgan Stanley guide.
You can also try the Volatility Analysis module to get historical volatility and risk analysis based on latest market data.

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When running Morgan Stanley's price analysis, check to measure Morgan Stanley's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Morgan Stanley is operating at the current time. Most of Morgan Stanley's value examination focuses on studying past and present price action to predict the probability of Morgan Stanley's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Morgan Stanley's price. Additionally, you may evaluate how the addition of Morgan Stanley to your portfolios can decrease your overall portfolio volatility.
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Is Morgan Stanley's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Morgan Stanley. If investors know Morgan will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Morgan Stanley listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
The market value of Morgan Stanley is measured differently than its book value, which is the value of Morgan that is recorded on the company's balance sheet. Investors also form their own opinion of Morgan Stanley's value that differs from its market value or its book value, called intrinsic value, which is Morgan Stanley's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Morgan Stanley's market value can be influenced by many factors that don't directly affect Morgan Stanley's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Morgan Stanley's value and its price as these two are different measures arrived at by different means. Investors typically determine if Morgan Stanley is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Morgan Stanley's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.