At Graystone Consulting, we help you map an intelligent path to your goals, while remaining responsive to the ever-changing landscape around us. Backed by the collective power of Morgan Stanley, our analysts, strategists and economists keep a pulse on wide-ranging trends, topics and metrics—helping you make decisions with clarity.
Our Insights
Across financial markets and economies, change is a constant. Our global research network helps you make sense of the issues that matter to institutional investors.
Retirement
Retirement Solutions
Retirement Solutions
Endowments and Foundations
Endowments and Foundations
Endowments and Foundations
Endowments and Foundations
Endowments and Foundations
Endowments and Foundations
Endowments and Foundations
Taft-Hartley
For trustees, being a good steward of the plan’s assets starts with knowing the mechanics of how a Taft-Hartley plan operates and the relationship among key factors such as the discount rate, funded status, and investment strategy. Here, we explain these elements and examine the roles that investment consultants and actuaries play in helping trustees strengthen and maintain the plan’s health.
Healthcare
The healthcare industry is experiencing a wave of consolidation activity, particularly among large hospital systems that are looking to manage rising costs and expand their reach across markets and throughout the continuum of care.
More Insights from Morgan Stanley
Explore the latest research and ideas from Morgan Stanley's analysts, strategists and economists.
Disclosures
1 Assets as of 12/31/2023
2 Global Investment Manager Analysis (GIMA), June 2023. Investments and services offered through Morgan Stanley Smith Barney LLC.
3 Asset allocation does not guarantee a profit protect against loss.
When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively,
“Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit https://www.morganstanley.com/wealth-disclosures/department-of-labor-notification. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account.
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