Global Custodian Hedge Fund Annual 2018 | Page 86

[ S U R V E Y | P R I M E B R O K E R A G E ] Morgan Stanley “M Weighted average scores 2016 2017 2018 6.06 6.16 6.04 2016 6.06 2017 6.16 2018 6.04 gral over the years in providing help and unbiased feedback on organ Stanley have been a fantastic counterparty in options profile for our business.” Morgan Stanley will not be surprised helping us build our strategy and business,” writes a Respondent to do less well on fixed income, and the client who “would love client. The investment bank might jib at being characterised as Small fund 59% to do ‘away repo’” is unlikely to be granted his wish. a mere counterparty. As another manager puts it, working with managers 8% Morgan Stanley is “really a partnership Weighted arrangement where we Medium- average work together to solve issues and problems.” For the firm, which sized fund 33% scores invented the business in the 1980s, and reinvented it during the managers 33% 2016 6.06 2018 Large fund 2017 financial crisis and its aftermath, prime brokerage remains at 2016 59% 8% 2017 6.16 6.06 6.16 6.04 the heart of its equities division. Morgan Stanley attracted more managers PROFILE OF RESPONDENTS 2018 6.04 Americas 49% than twice as many responses as its nearest competit or, and Europe and both scores and comments suggest its people are living up to 24% Respondent profile the corporate ambition of partnering with clients and delivering Middle East By 27% size By location Asia fund to assist, at the expense the whole firm to them. “Always Small willing 59% managers of P&L on occasions,” says one client. Another notices, “They Weighted average 8% scores by service area Medium- work closely as a team so coverage is consistently good.” A third 27% 33% Americas Large applauds “a great team, they are sized very fund pro-active, always looking Weighted +/- the managers 49% Europe and 33% global for ways to reduce margins and costs in order to benefit us and Service area average Medium Large fund 59% average Middle East score 8% 100% transparent on issues.” Certainly, the scoring of sales and Small managers Capital 24% Asia marketing, which measures client perceptions of how accurately Americas 49% 5.65 5.3% introduction the firm values business, indicates most managers think Morgan Europe and s 24% Stanley helps them as well as itself. One Middle East client says that Mor- Client 6.43 7.0% gan Stanley “react if we need to Asia check fees and [are] happy to 27% service teach related calculation skills.” A second adds that “our team is Consulting 6.1% 6.21 Weighted scores by service area always very up-front with us and points average us in the right direction. Operations 6.34 scores 6.3% Weighted average 27% We trust that the information they give us is mutually benefi- Technology 8.8% 6.09 2016 2017 2018 +/- the cial.” A third observes that “conditions were Weighted then re-negotiated 49% Service area average global Product 6.06 6.16 6.04 and we are now happy.” 5.92 8.5% score average development The detailed scores show that Capital clients believe Morgan Stanley 24% could do more for them on margin terms, netting, 5.65 cross-margin- 5.3% introduction Risk 5.79 4.0% ing and collateral eligibility and s valuations, but that is common management Weighted average scores by service area to every prime broker in this survey. Client In the linked fields of 6.43 7.0% Service area 5.86 Weighted average +/- the global 2.1% Asset safety service are virtually indistinguish- operations and technology, the scores score average Sales and 6.1% Consulting 6.27 2.3% able. “Operations sets Morgan Stanley apart,” 6.21 argues a client. marketing Capital introductions 5.65 5.3% 6.34 human 6.3% “Technology as the foundation, Operations and phenomenal capital.” Trading and 3.9% Technology Client service 6.08 6.43 7.0% A second client agrees that operations people 6.09 are “very 8.8% strong execution technically and can answer most Product of our questions very rapidly; Consulting 6.21 6.1% 5.92 8.5% very efficient equity swap/corporate actions teams. Matching development Operations 6.34 6.3% rate on Traiana is consistently high across cash and swap. Very Technology 6.09 8.8% Risk reactive.” The drive to raise rates of automation does not 4.0% please 5.79 management everyone all the time (“Everything is required to go through Product development 5.92 8.5% their portals; however, when there limitation[s] on their 2.1% Asset are safety 5.86 Risk management 5.79 4.0% portals, they are not willing to take manual instruction”), and Sales a and 6.27 2.3% Asset safety 5.86 2.1% at least one client has clearly not marketing yet encountered Matrix on his Sales and marketing 6.27 2.3% Trading enhanced, and mobile. “Would like mobile reporting right now,” he 6.08 3.9% execution says. “I feel Morgan Stanley is the most technology-advanced Trading and execution 6.08 3.9% PB out there, but adding mobile capabilities would be incredibly Delta 1, swaps and financing 5.91 3.3% useful.” Even in the Cinderella services of capital introductions Stock borrowing and lending 6.13 2.7% and consulting, Morgan Stanley clears the benchmarks. Raising Foreign exchange prime brokerage 5.91 4.2% assets is a field in which it is impossible to please everybody (“have not been invited to Breakers conference,” muses one Fixed income 5.68 -1.6% client), but there is recognition for “very experienced employees OTC clearing 6.03 3.0% who understand the industry and have a deep Rolodex of con- Listed derivatives 6.16 4.6% tacts.” Likewise, the consulting teams are seen as “our first-ask when looking to add any service providers and have been inte- Total 6.04 4.2% 86 Global Custodian The Hedge Fund Annual 2018