Morgan Stanley

Parametric, E-Trade, Eaton Vance Corporation
New York, New York
Banks, Diversified Financials

Corporate Bias Rating

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Risk Level:

Rating - Danger
High Risk

Summary:

Morgan Stanley is High Risk. The company yields to political activism in shaping corporate governance, potentially alienating consumers, dividing employees, and harming shareholders. The company implements race and identity-based policies that replace merit, excellence, and integrity with preferential treatment and outcomes. Morgan Stanley embraces corporate initiatives that redirect its central focus from business goals to partisan policies and divisive issues. This approach fails to safeguard free exercise, free speech, and free enterprise.

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Board Bias

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CEO of Morgan Stanley

James P. Gorman

James P. Gorman

Summary:

Headquartered in New York, New York, Morgan Stanley is a member of the Fortune 250 operating in the Banks industry. James P. Gorman and James P. Gorman serve as CEO/President and Chairman, respectively, leading the company’s C-suite executive team and the board of directors. Amongst these teams, the collective leadership is responsible for $65,500 to Republican causes and $137,600 to Democratic causes. Under their tenure, Morgan Stanley currently holds a 'High Risk' risk rating.

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Political Contributions of Leadership:

$65,500

$137,600

Republican

Democrat

China Risk Database

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Number of Facilities: 2

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Total Estimated Sanctions (3-year Avg.)

$2,123,387,670

Average Annual Revenue

Global

$47,510,666,667

China Revenue

2.20%

$1,046,073,489

Annual Average of Total Assets

Global

$1,049,874,666,667

China Assets

1.74%

$18,215,667,591

Shareholder Proposals

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Date
ESG Category
Proponent
Summary of ResolutionMgmt RecTotal Vote % in Favor
5/19/23GovernanceJohn CheveddenShareholder Right to Call a Special Shareholder MeetingAgainst25.20%
5/19/23EnvironmentalThe Sierra Club FoundationPolicy to Cease Financing New Fossil Fuel DevelopmentAgainst4.80%
5/26/22SocialSierra Club FoundationAdopt Fossil Fuel Lending and Underwriting Policy Consistent with IEA's Net-zero 2050 ScenarioAgainst8.38%
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