Key Takeaways
- • Graystone Consulting, a business of Morgan Stanley (NYSE: MS), was named a Best Investment Consultant in the Service & Investment Counseling – Large Investment Consultants for Institutional Investors category in the U.S. by CRISIL Coalition Greenwich for the second consecutive year.
- • Graystone was the sole winner of this award among large consultants, with the highest overall score (compilation of investment counseling and service factor scores) in the Coalition Greenwich study.
- • From 2022 to 2024, Graystone also received the Greenwich Quality Leader designation in Overall U.S. Investment Consulting among large consultants.
- • Morgan Stanley's Jeremy France, Head of Institutional Consulting Solutions, said the recognition reflects client service as Graystone's institutional assets approach $1 trillion.
- • The rankings are based on Coalition Greenwich's 2025 U.S. Institutional Investors Study, which interviewed 698 decision makers at 573 large institutional funds with pool assets above $150 million.
Summary
Graystone Consulting, a business of Morgan Stanley (NYSE: MS), announced that CRISIL Coalition Greenwich has named it a Best Investment Consultant in the Service & Investment Counseling – Large Investment Consultants for Institutional Investors in the U.S. category for the second consecutive year. Coalition Greenwich, a division of CRISIL and an S&P Global company, describes itself as a leading global provider of strategic benchmarking, analytics, and insights to the financial services industry.
According to the announcement, Graystone's overall score, which combines its investment counseling and service factor scores, was the highest among large consultants in the Coalition Greenwich study, making it the sole winner of this award in that group. The firm also received the Greenwich Quality Leader designation in Overall U.S. Investment Consulting among large consultants in each year from 2022 through 2024. The company notes that this designation is based on Coalition Greenwich interviews, numerical scores and other criteria including assets under management and industry experience, and that investment performance is not a criterion.
Jeremy France, Head of Institutional Consulting Solutions at Morgan Stanley, said the recognition underscores the firm's ability to maintain client service levels while scaling, noting that institutional assets have reached the $1 trillion mark. He said the firm aims to combine the personal attention of a boutique with the resources of Morgan Stanley.
The 2025 study was conducted between February and September 2025 and interviewed 698 decision makers at 573 of the largest U.S. institutional funds, including corporate, public, union, endowment and foundation funds with investment pool assets greater than $150 million. Morgan Stanley stated that neither it nor its advisors paid a fee to SHOOK Research LLC for placement on its rankings, and that Graystone does not pay Coalition Greenwich for these awards. Graystone serves institutional clients including corporations, educational institutions, endowments and foundations, healthcare organizations, insurance entities, and Taft-Hartley funds.
According to the announcement, Graystone's overall score, which combines its investment counseling and service factor scores, was the highest among large consultants in the Coalition Greenwich study, making it the sole winner of this award in that group. The firm also received the Greenwich Quality Leader designation in Overall U.S. Investment Consulting among large consultants in each year from 2022 through 2024. The company notes that this designation is based on Coalition Greenwich interviews, numerical scores and other criteria including assets under management and industry experience, and that investment performance is not a criterion.
Jeremy France, Head of Institutional Consulting Solutions at Morgan Stanley, said the recognition underscores the firm's ability to maintain client service levels while scaling, noting that institutional assets have reached the $1 trillion mark. He said the firm aims to combine the personal attention of a boutique with the resources of Morgan Stanley.
The 2025 study was conducted between February and September 2025 and interviewed 698 decision makers at 573 of the largest U.S. institutional funds, including corporate, public, union, endowment and foundation funds with investment pool assets greater than $150 million. Morgan Stanley stated that neither it nor its advisors paid a fee to SHOOK Research LLC for placement on its rankings, and that Graystone does not pay Coalition Greenwich for these awards. Graystone serves institutional clients including corporations, educational institutions, endowments and foundations, healthcare organizations, insurance entities, and Taft-Hartley funds.
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