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The Tax Forward Investing Center and the Alternatives Investing Center offer continuing education to financial advisors focused on two investment areas critical to investors
NEW YORK — September 15, 2025
Morgan Stanley Investment Management (MSIM) today announced the debut of the Tax Forward Investing Center and the Alternatives Investing Center. These education platforms will provide enhanced resources focused on two critical areas of asset management and will better position advisors to enhance client outcomes and provide meaningful investment guidance. Built for financial advisors, the Tax Forward and Alternatives Investing Centers will include continuing education courses, featured insights, short learning videos, access to tools and more.
“Our commitment to advisor education has been a driving force and cornerstone of our business for decades,” said Rui de Figueiredo, Ph. D., Global Head of Investment and Client Solutions and CIO of the Solutions and Multi Asset Group for MSIM. “The Tax Forward and Alternatives Investing Centers showcase the depth of knowledge available across our business and distill key facts, techniques and methods for understanding these two complex investment areas so that advisors can address sophisticated client needs.”
The Tax Forward Investing Center is the first of its kind, providing in-depth education about investment tax management as well as various methods and potential solutions that help advisors identify their clients’ complex tax situations and maximize after-tax outcomes across their portfolios. Based on more than 65 years of industry-leading innovation, the coursework uses modern learning techniques to teach advisors how to apply the core principles of tax management in specific scenarios like tax deferral, vehicle selection, charitable giving and concentrated wealth. The launch of the Center follows MSIM’s introduction of the Tax Optimized Portfolio Solutions (TOPS) tool, which leverages the expertise and experience of its Wealth Strategies Group to optimize a broad suite of tax management solutions to meet individual client needs and drive personalized outcomes.
The Alternatives Investing Center explores different aspects of alternative investments and offers a structured framework designed to help advisors navigate complex investment strategies. MSIM has more than 30 years of experience investing in alternatives and is widely recognized as a pioneer in allocating across the alternatives universe. This history and deep expertise positions MSIM to educate advisors and work with them to help optimize client outcomes by integrating alternative and more traditional investments within a thoughtful portfolio construction framework.
“MSIM prioritizes supporting financial advisors with the right mix of expert insights, investment solutions, tools and vehicles that differentiate and elevate the experience they provide to clients,” said Matt Witkos, Head of North America Intermediary Sales. “Our continuing education program recognizes the evolving investment landscape and pulls together leading resources to meet an industry need for clear, actionable training that focuses on areas of the marketplace that present unique challenges for investors and the advisors that serve them.”
The online advisor education programs are open to all interested participants, and financial advisors who attend specific sessions will have the opportunity to receive continuing education credit. The educational center curriculums begin with two live streaming courses focused on the Foundations of Tax Management in late September and Portfolio Construction & Asset Allocation in early October. New learning modules and timely insights will be released regularly to provide real-time updates that resonate in today’s marketplace. Registration information will be available on Morgan Stanley Investment Management LinkedIn and Eaton Vance Distributors LinkedIn with additional insights and materials published on morganstanley.com/im and eatonvance.com. Advisors may also work directly with their MSIM and Eaton Vance representatives to enroll in education courses.
About Morgan Stanley Investment Management
Morgan Stanley Investment Management, together with its investment advisory affiliates, has more than 1,400 investment professionals around the world and $1.7 trillion in assets under management or supervision as of June 30, 2025. Morgan Stanley Investment Management strives to provide outstanding long-term investment performance, service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. For further information about Morgan Stanley Investment Management, please visit www.morganstanley.com/im.
About Morgan Stanley
Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in 42 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For more information about Morgan Stanley, please visit www.morganstanley.com.
