The TRADE 79 - Q1 2024 | Seite 88

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Morgan Stanley

Morgan Stanley ’ s overall average score comes in at 5.58 , under the overall average . This year it has received 137 responses , quite the increase from last year ’ s 83 , with the majority of clients based in Europe ( 43 %) and the UK ( 31 %), while 32 % of traders report an AUM of $ 50bn or more . Roughly 14 % of respondents reported to be considering using additional algorithmic trading providers in the coming 12 months , with Jefferies , Cowen and Liquidnet each getting a couple of mentions .

Across the board , each category has failed to beat the average . When it comes to ease of use , this category has improved by 0.05 , sitting at the top end of “ good ”. However , this is the only category which has seen any improvement .
Increase in trader productivity takes the top spot , with a score of 5.85 , down 10 decimal points from last year , followed by ease of use and then speed at 5.7 , which has fallen 0.27 . However , this is not the biggest drop in a score for Morgan Stanley this year .
Flexibility and sophistication of smart order routing has fallen a surprising 0.39 , landing on a score of 5.39 , however , this is not the lowest score they received . Customisation features , with a score of 5.33 , sits at the bottom of the chart , having fallen 0.18 over the last 12 months .
When it comes to a comparison with the other providers in this report , Morgan Stanley has landed in the bottom three several times , scoring the lowest score across all 21 providers for customer support , execution consulting and pre-trade cost and flexibility and sophistication of smart order routing . It is also worth noting that they are in the bottom three for the average overall score , however just managed to avoid being at the bottom of this chart .
MORGAN STANLEY RATINGS FOR ALGORITHMIC PERFORMANCE
Increased trader productivity
Reduced market impact
Execution consistency
Cost Speed Anonymity Price improvement Customisation
5.85 5.62 5.65 5.67 5.79 5.62 5.55 5.33
Ease of use
Order routing logic / analysis
Customer support
Execution consulting
Dark pool access
Flexibility and sophistication of SOR
Algo monitoring
Average score
5.82 5.40 5.52 5.41 5.65 5.39 5.49 5.58
KEY STATS Overall Outperformer : NO Category Outperformer : NO

5.85 Highest score ( Increase trader productivity )

5.33 Lowest score ( Customisation features )

0.05

Most improved ( Ease of use )

-0.39

Least improved ( Flex and soph SOR )
88 // TheTRADE // Q1 2024