Morgan Stanley

United States of America

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New (last 4 weeks) 2
2025 April (MTD) 2
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IPC Class
G06Q 40/00 - FinanceInsuranceTax strategiesProcessing of corporate or income taxes 8
G06F 15/16 - Combinations of two or more digital computers each having at least an arithmetic unit, a program unit and a register, e.g. for a simultaneous processing of several programs 3
G06F 17/30 - Information retrieval; Database structures therefor 3
G06F 7/00 - Methods or arrangements for processing data by operating upon the order or content of the data handled 2
G06F 17/00 - Digital computing or data processing equipment or methods, specially adapted for specific functions 1
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NICE Class
36 - Financial, insurance and real estate services 76
35 - Advertising and business services 18
16 - Paper, cardboard and goods made from these materials 9
09 - Scientific and electric apparatus and instruments 8
42 - Scientific, technological and industrial services, research and design 8
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Status
Pending 6
Registered / In Force 112
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1.

VOL LOCK

      
Application Number 239341100
Status Pending
Filing Date 2025-04-17
Owner Morgan Stanley (USA)
NICE Classes  ? 36 - Financial, insurance and real estate services

Goods & Services

(1) Financial services, namely providing payouts to investors for derivatives in which the option price is determined in part by fluctuations of the underlying asset.

2.

VOL LOCK

      
Serial Number 99141927
Status Pending
Filing Date 2025-04-17
Owner Morgan Stanley ()
NICE Classes  ? 36 - Financial, insurance and real estate services

Goods & Services

FINANCIAL SERVICES, NAMELY PROVIDING PAYOUTS TO INVESTORS FOR DERIVATIVES IN WHICH THE OPTION PRICE IS DETERMINED IN PART BY FLUCTUATIONS OF THE UNDERLYING ASSET

3.

WHAT MOVES YOU

      
Application Number 018925501
Status Registered
Filing Date 2023-09-14
Registration Date 2024-01-30
Owner MORGAN STANLEY (USA)
NICE Classes  ? 36 - Financial, insurance and real estate services

Goods & Services

financial services, namely, investment management and advice, financial planning services, financial advisory services, wealth management services.

4.

WHAT MOVES YOU

      
Serial Number 98177469
Status Registered
Filing Date 2023-09-13
Registration Date 2025-04-01
Owner Morgan Stanley ()
NICE Classes  ? 36 - Financial, insurance and real estate services

Goods & Services

FINANCIAL SERVICES, namely, INVESTMENT MANAGEMENT AND ADVICE, FINANCIAL PLANNING SERVICES, FINANCIAL ADVISORY SERVICES, WEALTH MANAGEMENT SERVICES

5.

OLD SCHOOL GRIT NEW WORLD IDEAS

      
Application Number 018769811
Status Registered
Filing Date 2022-09-30
Registration Date 2023-01-31
Owner MORGAN STANLEY (USA)
NICE Classes  ? 36 - Financial, insurance and real estate services

Goods & Services

INVESTMENT BANKING SERVICES; BANKING SERVICES; FINANCIAL SERVICES IN THE NATURE OF UNDERWRITING, DISTRIBUTION AND TRADING OF SECURITIES; FINANCIAL SERVICES IN THE NATURE OF MERGER, ACQUISITION, RESTRUCTURING AND OTHER CORPORATE FINANCE ACTIVITIES; STOCK BROKERAGE AND RESEARCH SERVICES; INVESTMENT MANAGEMENT AND ADVICE; FINANCIAL SERVICES IN THE NATURE OF TRADING FUTURES, OPTIONS, FOREIGN EXCHANGE AND COMMODITIES; WEALTH MANAGEMENT SERVICES.

6.

OLD SCHOOL GRIT NEW WORLD IDEAS

      
Serial Number 97612583
Status Registered
Filing Date 2022-09-29
Registration Date 2024-08-06
Owner Morgan Stanley ()
NICE Classes  ? 36 - Financial, insurance and real estate services

Goods & Services

INVESTMENT BANKING SERVICES; BANKING SERVICES; FINANCIAL INVESTMENT SERVICES IN THE NATURE OF UNDERWRITING, DISTRIBUTION, AND TRADING OF SECURITIES; FINANCIAL SERVICES IN THE NATURE OF FINANCIAL ADVISORY IN THE FIELDS OF MERGER, ACQUISITION, RESTRUCTURING AND OTHER CORPORATE FINANCE ACTIVITIES; STOCK BROKERAGE AND RESEARCH SERVICES; INVESTMENT MANAGEMENT AND ADVICE; FINANCIAL SERVICES IN THE NATURE OF TRADING SECURITY, EQUITY, BOND AND VOLATILITY FUTURES, SECURITIES OPTIONS, FOREIGN EXCHANGE AND COMMODITIES; FINANCIAL SERVICES, NAMELY, WEALTH MANAGEMENT SERVICES

7.

OLD SCHOOL GRIT NEW WORLD IDEAS

      
Application Number 221274600
Status Pending
Filing Date 2022-09-29
Owner Morgan Stanley (USA)
NICE Classes  ? 36 - Financial, insurance and real estate services

Goods & Services

(1) Banking services; investment banking services; wealth management services (2) Financial services in the nature of underwriting, distribution and trading of securities; financial services in the nature of merger, acquisition, restructuring and other corporate finance activities; stock brokerage and research services; investment management and advice; financial services in the nature of trading futures, options, foreign exchange and commodities.

8.

ASKRESEARCH

      
Serial Number 97520201
Status Registered
Filing Date 2022-07-26
Registration Date 2024-02-13
Owner Morgan Stanley ()
NICE Classes  ? 36 - Financial, insurance and real estate services

Goods & Services

PROVIDING FINANCIAL INVESTMENT RESEARCH INFORMATION TO CLIENTS VIA A LIVE CHAT TOOL COMPOSED OF AN ELECTRONIC DIGITAL ASSISTANT AND RESEARCH ANALYSTS

9.

WHAT CAN BE

      
Application Number 219676700
Status Pending
Filing Date 2022-07-07
Owner Morgan Stanley (USA)
NICE Classes  ? 36 - Financial, insurance and real estate services

Goods & Services

(1) Investment banking services; banking services; financial services in the nature of underwriting, distribution and trading of securities; financial services in the nature of merger, acquisition, restructuring and other corporate finance activities; stock brokerage and research services; investment management and advice; financial services in the nature of trading futures, options, foreign exchange and commodities; wealth management services.

10.

MORE IS WHAT WE DO

      
Application Number 219676800
Status Pending
Filing Date 2022-07-07
Owner Morgan Stanley (USA)
NICE Classes  ? 36 - Financial, insurance and real estate services

Goods & Services

(1) Investment banking services; banking services; financial services in the nature of underwriting, distribution and trading of securities; financial services in the nature of merger, acquisition, restructuring and other corporate finance activities; stock brokerage and research services; investment management and advice; financial services in the nature of trading futures, options, foreign exchange and commodities; wealth management services.

11.

MS

      
Application Number 018655593
Status Registered
Filing Date 2022-02-15
Registration Date 2022-06-18
Owner MORGAN STANLEY (USA)
NICE Classes  ? 36 - Financial, insurance and real estate services

Goods & Services

Investment banking services; financial services in the nature of underwriting; distribution and trading of securities; financial services in the nature of merger, acquisition, restructuring, and other corporate finance activities; stock brokerage and research services; investment management and advice; and financial services in the nature of trading futures, option, foreign exchange and commodities.

12.

CODE TO GIVE

      
Application Number 213929200
Status Pending
Filing Date 2021-10-12
Owner Morgan Stanley (USA)
NICE Classes  ? 42 - Scientific, technological and industrial services, research and design

Goods & Services

(1) Charitable services, namely, providing non-profit groups with information technology solutions and technical support.

13.

CODE TO GIVE

      
Serial Number 97049534
Status Registered
Filing Date 2021-09-28
Registration Date 2023-12-12
Owner Morgan Stanley ()
NICE Classes  ? 42 - Scientific, technological and industrial services, research and design

Goods & Services

CHARITABLE SERVICES, namely, PROVIDING NON-PROFIT GROUPS WITH INFORMATION TECHNOLOGY SOLUTIONS RELATING TO COMPUTER TECHNOLOGY AND COMPUTER SOFTWARE SOLUTIONS AND TECHNICAL SUPPORT IN THE NATURE OF PROVIDING COMPUTER SOFTWARE AND COMPUTER SOFTWARE TOOLS TO ASSIST THE NON-PROFIT GROUP'S MISSION

14.

SAIL (STAKEHOLDER ALIGNED INITIAL LISTING)

      
Serial Number 90336667
Status Registered
Filing Date 2020-11-23
Registration Date 2022-08-02
Owner Morgan Stanley ()
NICE Classes  ? 36 - Financial, insurance and real estate services

Goods & Services

FINANCIAL AND INVESTMENT SERVICES, namely, STRUCTURING OF A BLANK CHECK IPO DESIGNED TO ALIGN STAKEHOLDER INTERESTS THROUGH A PERFORMANCE BASED INCENTIVE SYSTEM

15.

MORGAN STANLEY IQ

      
Serial Number 90327644
Status Registered
Filing Date 2020-11-18
Registration Date 2021-10-26
Owner Morgan Stanley ()
NICE Classes  ? 36 - Financial, insurance and real estate services

Goods & Services

FINANCIAL AND INVESTMENT SERVICES, namely, ASSESSING AND IDENTIFYING INVESTMENT OPPORTUNITIES THAT ALIGN WITH A CLIENT'S SOCIAL AND ENVIRONMENTAL PREFERENCES

16.

EXPANDED HORIZONS INDEX

      
Serial Number 88784860
Status Registered
Filing Date 2020-02-04
Registration Date 2021-04-06
Owner Morgan Stanley ()
NICE Classes  ? 35 - Advertising and business services

Goods & Services

FINANCIAL SERVICES, namely, PROVIDING FINANCIAL DATA IN THE NATURE OF FINANCIAL INDICES

17.

MORGAN STANLEY GIFT CURES

      
Serial Number 88571646
Status Registered
Filing Date 2019-08-08
Registration Date 2020-03-17
Owner Morgan Stanley ()
NICE Classes  ? 36 - Financial, insurance and real estate services

Goods & Services

CHARITABLE SERVICES, NAMELY, PROVIDING INFORMATION TO CLIENTS RELATING TO PHILANTHROPIC CONTRIBUTIONS TO FUND PHARMACEUTICAL AND MEDICAL RESEARCH; FINANCIAL SERVICES, namely, PROVIDING INVESTMENT OPPORTUNITIES TO CLIENTS TO FUND PHARMACEUTICAL AND MEDICAL RESEARCH

18.

MORGAN STANLEY AT WORK

      
Application Number 195972000
Status Registered
Filing Date 2019-04-29
Registration Date 2024-03-07
Owner Morgan Stanley, a Delaware corporation (USA)
NICE Classes  ? 36 - Financial, insurance and real estate services

Goods & Services

(1) Financial and investment services, namely providing retirement plan consulting services, financial information and advice related to the client's financial well- being and financial goals and providing stock plan administration services via a global computer network.

19.

MORGAN STANLEY IMPACT QUOTIENT

      
Serial Number 88396339
Status Registered
Filing Date 2019-04-22
Registration Date 2019-12-24
Owner Morgan Stanley ()
NICE Classes  ? 36 - Financial, insurance and real estate services

Goods & Services

FINANCIAL AND INVESTMENT SERVICES, NAMELY, ASSESSING AND IDENTIFYING INVESTMENT OPPORTUNITIES THAT ALIGN WITH A CLIENT'S SOCIAL AND ENVIRONMENTAL PREFERENCES

20.

MORGAN STANLEY EXPANDED HORIZONS INDEX

      
Serial Number 88346632
Status Registered
Filing Date 2019-03-19
Registration Date 2020-06-02
Owner Morgan Stanley ()
NICE Classes  ? 35 - Advertising and business services

Goods & Services

FINANCIAL SERVICES, NAMELY, PROVIDING FINANCIAL DATA IN THE NATURE OF FINANCIAL INDICES

21.

COFFEE CONNECT

      
Serial Number 88330105
Status Registered
Filing Date 2019-03-07
Registration Date 2020-05-05
Owner Morgan Stanley ()
NICE Classes  ? 42 - Scientific, technological and industrial services, research and design

Goods & Services

PROVIDING ON-LINE NON-DOWNLOADABLE SOFTWARE FOR MATCHING PEOPLE WITH SIMILAR WORK RELATED INTERESTS

22.

COFFEE CONNECT

      
Serial Number 88330129
Status Registered
Filing Date 2019-03-07
Registration Date 2020-05-05
Owner Morgan Stanley ()
NICE Classes  ? 45 - Legal and security services; personal services for individuals.

Goods & Services

Social networking services for matching people with similar work related interests provided via a website

23.

MORGAN STANLEY VIRTUAL ADVISOR

      
Serial Number 88329959
Status Registered
Filing Date 2019-03-07
Registration Date 2020-02-25
Owner Morgan Stanley ()
NICE Classes  ? 36 - Financial, insurance and real estate services

Goods & Services

FINANCIAL AND INVESTMENT SERVICES, NAMELY, PROVIDING INVESTMENT AND FINANCIAL SOLUTIONS TO CLIENTS IN THE NATURE OF FINANCIAL PLANNING AND INVESTMENT ADVISORY SERVICES

24.

WE ARE MORGAN STANLEY

      
Application Number 018023547
Status Registered
Filing Date 2019-02-14
Registration Date 2019-08-17
Owner MORGAN STANLEY (USA)
NICE Classes  ? 36 - Financial, insurance and real estate services

Goods & Services

Investment banking services; financial services in the nature of underwriting, distribution, and trading of securities; financial services in the nature of merger, acquisition, restructuring, and other corporate finance activities; stock brokerage; financial research services; investment management and advice; and financial services in the nature of trading futures, options, foreign exchange, and commodities.

25.

WE ARE MORGAN STANLEY

      
Serial Number 88297620
Status Registered
Filing Date 2019-02-12
Registration Date 2020-04-28
Owner Morgan Stanley ()
NICE Classes  ? 36 - Financial, insurance and real estate services

Goods & Services

INVESTMENT BANKING SERVICES; FINANCIAL SERVICES IN THE NATURE OF UNDERWRITING, DISTRIBUTION AND TRADING OF SECURITIES; FINANCIAL CONSULTING AND ADVISING IN THE FIELD OF MERGERS AND ACQUISITIONS; FINANCIAL RESTRUCTURING SERVICES; CORPORATE FINANCE SERVICES, NAMELY, CONSULTATION IN THE FIELD OF CAPITAL STRUCTURE; STOCK BROKERAGE AND RESEARCH SERVICES; INVESTMENT MANAGEMENT AND ADVICE; FINANCIAL SERVICES IN THE NATURE OF TRADING FUTURES, OPTIONS, FOREIGN EXCHANGE AND COMMODITIES

26.

Eaton Vance Advanced Investing

      
Application Number 1413122
Status Registered
Filing Date 2018-04-18
Registration Date 2018-04-18
Owner Morgan Stanley (USA)
NICE Classes  ? 36 - Financial, insurance and real estate services

Goods & Services

Fund investment and advisory services; investment counseling services; management of portfolios comprising securities; mutual fund investment, administration, distribution, brokerage, and investment advisory services; financial services, namely, administration of transactions by funds involving securities, stocks, funds, equities, bonds, notes, cash, or other types of financial investments; investment management services with respect to mutual funds, pension accounts, institutional accounts, and separate accounts.

27.

MORGAN STANLEY

      
Serial Number 87952914
Status Registered
Filing Date 2018-06-07
Registration Date 2019-04-30
Owner Morgan Stanley ()
NICE Classes  ? 36 - Financial, insurance and real estate services

Goods & Services

INVESTMENT BANKING SERVICES; FINANCIAL SERVICES IN THE NATURE OF UNDERWRITING, DISTRIBUTION, AND TRADING OF SECURITIES; FINANCIAL CONSULTING SERVICES IN THE FIELD OF MERGERS AND ACQUISITIONS; RESTRUCTURING AND OTHER CORPORATE FINANCE ACTIVITIES, NAMELY, FINANCIAL RESTRUCTURING SERVICES AND STRATEGIC CORPORATE FINANCIAL ADVISORY SERVICES; STOCK BROKERAGE AND RESEARCH SERVICES; INVESTMENT MANAGEMENT AND ADVICE; AND FINANCIAL SERVICES IN THE NATURE OF TRADING FUTURES, OPTIONS, FOREIGN EXCHANGE AND COMMODITIES

28.

MORGAN STANLEY

      
Application Number 187868900
Status Registered
Filing Date 2018-01-22
Registration Date 2020-01-24
Owner Morgan Stanley (USA)
NICE Classes  ?
  • 09 - Scientific and electric apparatus and instruments
  • 16 - Paper, cardboard and goods made from these materials
  • 36 - Financial, insurance and real estate services
  • 38 - Telecommunications services

Goods & Services

(1) Computer software for investment services, trading of securities, currencies, options, foreign exchange, futures, funds, and commodities, investment management, investment research, investment advice, financial information services, financial analytics, market indices, financial projections, agency brokerage, payment systems, accounting systems, credit card systems, and financial planning; secure terminals for electronic transactions, electronic payment terminals and credit card terminals for processing of credit card authorizations and transactions; encoded bank cards, encoded credit cards, and encoded debit cards and computer media for storing financial and personal information (2) Investment research publications; magazines and newsletters containing financial and business information; securities offering documents; published market indices; training manuals and leaflets in the field of financial services; printed computer software manuals in the field of financial services; financial printed reports relating to merger, acquisition, restructuring, and other corporate finance activities (1) Providing on-line access to financial services via the Internet; providing multi-user wireless access to financial services via the Internet; providing financial news and information via a global communications network; providing financial services via a global communications network

29.

ADVANCED INVESTING FOR FORWARD-THINKING INVESTORS

      
Serial Number 87708982
Status Registered
Filing Date 2017-12-05
Registration Date 2019-05-14
Owner MORGAN STANLEY ()
NICE Classes  ? 36 - Financial, insurance and real estate services

Goods & Services

Fund investment and advisory services; Investment counseling services; Management of portfolios comprising securities; Mutual fund investment, administration, distribution, brokerage, and investment advisory services; Financial services, namely, administration of transactions by funds involving securities, stocks, funds, equities, bonds, notes, cash, or other types of financial investments; Investment management services with respect to mutual funds, pension accounts, institutional accounts, and separate accounts

30.

EATON VANCE ADVANCED INVESTING

      
Serial Number 87709014
Status Registered
Filing Date 2017-12-05
Registration Date 2019-12-24
Owner MORGAN STANLEY ()
NICE Classes  ? 36 - Financial, insurance and real estate services

Goods & Services

Fund investment and advisory services; Investment counseling services; Management of portfolios comprising securities; Mutual fund investment, administration, distribution, brokerage, and investment advisory services; Financial services, namely, administration of transactions by funds involving securities, stocks, funds, equities, bonds, notes, cash, or other types of financial investments; Investment management services with respect to mutual funds, pension accounts, institutional accounts, and separate accounts

31.

CAPITAL CREATES CHANGE

      
Application Number 183135500
Status Registered
Filing Date 2017-04-06
Registration Date 2019-01-23
Owner Morgan Stanley, a Delaware corporation (USA)
NICE Classes  ?
  • 35 - Advertising and business services
  • 36 - Financial, insurance and real estate services

Goods & Services

(1) Financial services, namely, securities underwriting, distribution of securities and trading of securities; financial services, namely business consulting in the field of business acquisitions, business mergers and business restructuring; stock brokerage and research services; investment management and advice; financial services in the field of trading futures, foreign exchange and commodities

32.

TOPOLOGY AWARE DISTRIBUTED STORAGE SYSTEM

      
Application Number US2016033322
Publication Number 2016/187452
Status In Force
Filing Date 2016-05-19
Publication Date 2016-11-24
Owner MORGAN STANLEY (USA)
Inventor Judd, Glenn

Abstract

A topology aware distributed storage system includes a plurality of storage nodes, at least one client node, and a storage manager and metadata store. A user-defined storage policy specifies where data is stored within a topological hierarchy of nodes within the network. A hierarchical ring topology including a hierarchical structure of rings representing an organizational structure of nodes is computed and flattened into a single global ring divided into segments corresponding to a unique range of integers and associated with a replica set responsible for storing a key corresponding to one of the integers. A hash function is performed on a user key received from the client node, and the hashed key is looked up on the flattened global ring stored on each storage node to identify the replica set responsible for storing data corresponding to the hashed key.

IPC Classes  ?

  • G06F 17/30 - Information retrieval; Database structures therefor

33.

CLUSTERED SERVER SHARING

      
Application Number US2016028213
Publication Number 2016/186785
Status In Force
Filing Date 2016-04-19
Publication Date 2016-11-24
Owner MORGAN STANLEY (USA)
Inventor
  • Keis, Andrei
  • Viana, Richard

Abstract

A method and a system environment are disclosed that allow for installation of an application into excess capacity of an existing server and that allows the application to coexist with a legacy application on the server without interfering with the legacy application and without requiring a new host name.

IPC Classes  ?

  • H04L 12/701 - Routing or path finding
  • H04L 29/06 - Communication control; Communication processing characterised by a protocol

34.

INTER-INSTANCE COMMUNICATION IN A CONTAINERED CLUSTERED SERVER ENVIRONMENT

      
Application Number US2016028214
Publication Number 2016/186786
Status In Force
Filing Date 2016-04-19
Publication Date 2016-11-24
Owner MORGAN STANLEY (USA)
Inventor
  • Keis, Andrei
  • Viana, Richard

Abstract

A method and a system environment are disclosed that allow for installation of an instance of an ensemble application into a container in excess capacity of an existing server and that allows the instance to coexist with a legacy application on the server and communicate with other instances of the ensemble application on other servers.

IPC Classes  ?

  • G06F 15/16 - Combinations of two or more digital computers each having at least an arithmetic unit, a program unit and a register, e.g. for a simultaneous processing of several programs

35.

TRADING ANOMALY KILL SWITCH

      
Application Number US2015068340
Publication Number 2016/111904
Status In Force
Filing Date 2015-12-31
Publication Date 2016-07-14
Owner MORGAN STANLEY (USA)
Inventor
  • Damodaran, Aditya
  • Huddleston, Richard
  • Pendergast, Joseph

Abstract

A system that can detect when abnormal trading activity directed to any of multiple exchanges is occurring and take action to halt the detected abnormal trading activity without human intervention using a computer-implemented anomaly detection and action stage that performs an exponential weighted averaging of trade order flow, on a per symbol basis within a sliding volume based window and a volume based exponential weighted averaging, on a per symbol basis, on trade update messages received during the sliding volume based window and checks for an inflection in covariance between them. A related method is also described.

IPC Classes  ?

  • G06Q 40/04 - Trading Exchange, e.g. stocks, commodities, derivatives or currency exchange
  • G06Q 40/06 - Asset managementFinancial planning or analysis

36.

ASHBRIDGE

      
Application Number 014525505
Status Registered
Filing Date 2015-09-03
Registration Date 2016-01-11
Owner MORGAN STANLEY (USA)
NICE Classes  ? 36 - Financial, insurance and real estate services

Goods & Services

Financial services, namely, providing private funds that invest in private and public securities.

37.

ASHBRIDGE

      
Application Number 174438700
Status Registered
Filing Date 2015-09-02
Registration Date 2019-03-04
Owner Morgan Stanley, a Delaware corporation (USA)
NICE Classes  ? 36 - Financial, insurance and real estate services

Goods & Services

(1) Financial services, namely, providing private funds that invest in private and public securities

38.

ASHBRIDGE

      
Serial Number 86745367
Status Registered
Filing Date 2015-09-02
Registration Date 2019-09-10
Owner Morgan Stanley ()
NICE Classes  ? 36 - Financial, insurance and real estate services

Goods & Services

FINANCIAL SERVICES, NAMELY, PROVIDING PRIVATE FUNDS THAT INVEST IN PRIVATE AND PUBLIC SECURITIES

39.

RIVERVIEW

      
Application Number 014376065
Status Registered
Filing Date 2015-07-17
Registration Date 2015-11-13
Owner MORGAN STANLEY (USA)
NICE Classes  ? 36 - Financial, insurance and real estate services

Goods & Services

Financial services, namely, providing funds that invest in private and public securities.

40.

RIVERVIEW

      
Application Number 173764000
Status Registered
Filing Date 2015-07-16
Registration Date 2018-03-20
Owner Morgan Stanley, a Delaware corporation (USA)
NICE Classes  ? 36 - Financial, insurance and real estate services

Goods & Services

(1) Financial services, namely, providing funds that invest in private and public securities.

41.

RIVERVIEW GLOBAL MACRO FUND

      
Serial Number 86695147
Status Registered
Filing Date 2015-07-16
Registration Date 2019-02-19
Owner Morgan Stanley ()
NICE Classes  ? 36 - Financial, insurance and real estate services

Goods & Services

Financial services, namely, providing funds that invest in private and public securities

42.

WHAT WILL YOU CREATE

      
Application Number 014344221
Status Registered
Filing Date 2015-07-09
Registration Date 2015-10-29
Owner MORGAN STANLEY (USA)
NICE Classes  ? 35 - Advertising and business services

Goods & Services

Employment recruiting services.

43.

WHAT WILL YOU CREATE

      
Application Number 173607300
Status Registered
Filing Date 2015-07-07
Registration Date 2018-06-08
Owner Morgan Stanley, a Delaware corporation (USA)
NICE Classes  ? 35 - Advertising and business services

Goods & Services

(1) Employment recruiting services

44.

MORGAN STANLEY BFMCI

      
Application Number 172852100
Status Registered
Filing Date 2015-05-19
Registration Date 2019-07-12
Owner Morgan Stanley, a Delaware corporation (USA)
NICE Classes  ? 35 - Advertising and business services

Goods & Services

(1) Financial services, namely, providing financial data in the nature of financial indices.

45.

MORGAN STANLEY BFMCI

      
Application Number 014094114
Status Registered
Filing Date 2015-05-19
Registration Date 2015-09-21
Owner MORGAN STANLEY (USA)
NICE Classes  ?
  • 16 - Paper, cardboard and goods made from these materials
  • 36 - Financial, insurance and real estate services

Goods & Services

Financial reports and indices. Financial services, namely, providing financial data in the nature of financial indices.

46.

MORGAN STANLEY BFMCI

      
Serial Number 86633259
Status Registered
Filing Date 2015-05-18
Registration Date 2016-08-09
Owner Morgan Stanley ()
NICE Classes  ? 35 - Advertising and business services

Goods & Services

FINANCIAL SERVICES, NAMELY, PROVIDING FINANCIAL DATA IN THE NATURE OF FINANCIAL INDICES

47.

CAPITAL CREATES

      
Application Number 013916481
Status Registered
Filing Date 2015-04-08
Registration Date 2015-08-18
Owner MORGAN STANLEY (USA)
NICE Classes  ? 36 - Financial, insurance and real estate services

Goods & Services

Investment banking services; Financial services in the nature of underwriting, distribution and trading of securities; Financial services in the nature of mergers, acquisitions, restructuring and other financial activities for businesses; Stocks and bonds brokerage and Research; Investment management and consultancy services; financial services in the nature of trading futures, options, Foreign currency and commodities.

48.

CAPITAL CREATES

      
Application Number 172267600
Status Registered
Filing Date 2015-04-07
Registration Date 2018-09-11
Owner Morgan Stanley, a Delaware corporation (USA)
NICE Classes  ?
  • 35 - Advertising and business services
  • 36 - Financial, insurance and real estate services

Goods & Services

(1) Financial services, namely, securities underwriting, distribution of securities and trading of securities; financial services, namely business consulting in the field of business acquisitions, business mergers and business restructuring; stock brokerage and research services; investment management and advice; financial services in the field of trading futures, foreign exchange and commodities

49.

NORTH HAVEN

      
Application Number 013787941
Status Registered
Filing Date 2015-03-03
Registration Date 2015-06-30
Owner MORGAN STANLEY (USA)
NICE Classes  ? 36 - Financial, insurance and real estate services

Goods & Services

FINANCIAL SERVICES, NAMELY PROVIDING PRIVATE FUNDS THAT INVEST IN PRIVATE AND PUBLIC SECURITIES.

50.

NORTH HAVEN

      
Serial Number 86550480
Status Registered
Filing Date 2015-03-02
Registration Date 2016-05-24
Owner Morgan Stanley ()
NICE Classes  ? 36 - Financial, insurance and real estate services

Goods & Services

FINANCIAL SERVICES, NAMELY, PROVIDING PRIVATE FUNDS THAT INVEST IN PRIVATE AND PUBLIC SECURITIES

51.

NORTH HAVEN

      
Application Number 171747700
Status Registered
Filing Date 2015-03-02
Registration Date 2016-03-23
Owner Morgan Stanley, a Delaware corporation (USA)
NICE Classes  ? 36 - Financial, insurance and real estate services

Goods & Services

(1) Financial services, namely providing private funds that invest in private and public securities

52.

PAIN TRADE MONITOR

      
Serial Number 86450858
Status Registered
Filing Date 2014-11-11
Registration Date 2015-07-21
Owner Morgan Stanley ()
NICE Classes  ?
  • 16 - Paper, cardboard and goods made from these materials
  • 35 - Advertising and business services
  • 36 - Financial, insurance and real estate services

Goods & Services

PRINTED REPORTS IN THE FIELD OF QUANTITATIVE ESTIMATION OF CONCENTRATED POSITIONING IN FINANCIAL INSTRUMENTS PREPARATION OF REPORTS RELATING TO INVESTMENT INFORMATION IN THE FIELD OF QUANTITATIVE ESTIMATION OF CONCENTRATED POSITIONING IN FINANCIAL INSTRUMENTS FINANCIAL AND INVESTMENT SERVICES, NAMELY, PROVIDING INVESTMENT INFORMATION RELATING TO QUANTITATIVE ESTIMATION OF CONCENTRATED POSITIONING IN FINANCIAL INSTRUMENTS

53.

O-SIGHT

      
Serial Number 86314714
Status Registered
Filing Date 2014-06-19
Registration Date 2015-08-11
Owner Morgan Stanley ()
NICE Classes  ? 36 - Financial, insurance and real estate services

Goods & Services

FINANCIAL SERVICES, NAMELY, PROVIDING FINANCIAL INFORMATION AND ANALYSIS BY AN ELECTRONIC MEANS TO MEASURE AND VISUALLY ENRICH OPTIONS LIQUIDITY

54.

MORGAN STANLEY SKIES INDEX

      
Application Number 012112918
Status Registered
Filing Date 2013-09-04
Registration Date 2014-01-28
Owner MORGAN STANLEY (USA)
NICE Classes  ?
  • 16 - Paper, cardboard and goods made from these materials
  • 36 - Financial, insurance and real estate services

Goods & Services

FINANCIAL REPORTS AND INDICES. FINANCIAL SERVICES; PROVIDING FINANCIAL INFORMATION AND FINANCIAL ANALYTICS; PROVIDING FINANCIAL DATA AND FINANCIAL INDICES.

55.

MORGAN STANLEY

      
Serial Number 85958812
Status Registered
Filing Date 2013-06-13
Registration Date 2014-01-21
Owner Morgan Stanley ()
NICE Classes  ?
  • 09 - Scientific and electric apparatus and instruments
  • 16 - Paper, cardboard and goods made from these materials

Goods & Services

COMPUTER SOFTWARE FOR USE IN INVESTMENT BANKING, INVESTMENT MANAGEMENT, INVESTMENT RESEARCH AND ANALYSIS, INVESTMENT ADVICE, FINANCIAL INFORMATION SERVICES, FINANCIAL PROJECTIONS, COMPILATION OF MARKET INDICES, PAYMENT SYSTEMS, ACCOUNTING SYSTEMS, ON-LINE BANKING, FINANCIAL PLANNING, AND THE TRADING OF SECURITIES, CURRENCIES, OPTIONS, FOREIGN EXCHANGE, FUTURES, FUNDS AND COMMODITIES INVESTMENT RESEARCH REPORTS; MAGAZINES AND NEWSLETTERS CONTAINING FINANCIAL AND BUSINESS INFORMATION; SECURITIES OFFERING DOCUMENTS, NAMELY, PROSPECTUSES; PRINTED MARKET INDICES; PRINTED TRAINING MATERIALS IN THE FIELD OF FINANCIAL SERVICES; PRINTED DOCUMENTATION FOR COMPUTER SOFTWARE IN THE FIELD OF FINANCIAL SERVICES; FINANCIAL REPORTS RELATING TO MERGER, ACQUISITION, RESTRUCTURING, AND OTHER CORPORATE FINANCE ACTIVITIES

56.

SYSTEM AND METHOD FOR RISK MONITORING OF RATED LEGAL ENTITIES

      
Application Number US2011055388
Publication Number 2012/048234
Status In Force
Filing Date 2011-10-07
Publication Date 2012-04-12
Owner MORGAN STANLEY (USA)
Inventor
  • Philips, Madhu
  • Rajamanur, Vimal, Swaroop

Abstract

Methods and systems for risk monitoring and reporting impacts of credit ratings on rated legal entities are provided. In a method of reporting an impact of credit ratings on a rated legal entity, a plurality of credit rating terms related to a rated legal entity are converted to at least one logical trigger comprising one or more logical expressions. The credit rating terms may impact performance of a legal right or obligation associated with the rated legal entity. The trigger(s) are stored in a computer database. At least one trigger is retrieved from the database. A status for one of the retrieved triggers is evaluated based on predetermined values of the logical expression(s) of the retrieved trigger. Status information for at least one rated legal entity is displayed based on the evaluated status of the retrieved trigger(s).

IPC Classes  ?

  • G06Q 40/00 - FinanceInsuranceTax strategiesProcessing of corporate or income taxes

57.

SYSTEMS AND METHODS FOR DYNAMIC HISTORICAL BROWSING

      
Application Number US2010054447
Publication Number 2011/056706
Status In Force
Filing Date 2010-10-28
Publication Date 2011-05-12
Owner MORGAN STANLEY (USA)
Inventor Talaat, Mohamed, I.

Abstract

Systems and methods for dynamic historical browsing of a collection of documents, such as a collection of webpages. In some embodiments, the entry point of the browsing experience may be a timestamp-based or version-based. The entry point may be established by a navigation parameter, such as a graphical slider, for example. A historical browsing experience may be replicated based on the entry point. The system may be implemented via client-side implementation or a server-side implementation. A rich interface application (RIA) may be used.

IPC Classes  ?

  • G06F 17/30 - Information retrieval; Database structures therefor

58.

MORGAN STANLEY GLOBAL ISLAMIC TARGET EQUITY INDEX

      
Application Number 150830000
Status Registered
Filing Date 2010-12-17
Registration Date 2014-06-09
Owner Morgan Stanley a Delaware corporation (USA)
NICE Classes  ? 35 - Advertising and business services

Goods & Services

(1) Creating, preparing and administering financial indices which are used as benchmarks by investors to track market changes and compare their investment portfolios.

59.

MORGAN STANLEY ASIA TARGET EQUITY INDEX

      
Application Number 150830200
Status Registered
Filing Date 2010-12-17
Registration Date 2014-06-09
Owner Morgan Stanley a Delaware corporation (USA)
NICE Classes  ? 35 - Advertising and business services

Goods & Services

(1) Creating, preparing and administering financial indices which are used as benchmarks by investors to track market changes and compare their investment portfolios.

60.

MORGAN STANLEY EUROPE TARGET EQUITY INDEX

      
Application Number 150830300
Status Registered
Filing Date 2010-12-17
Registration Date 2014-06-09
Owner Morgan Stanley a Delaware corporation (USA)
NICE Classes  ? 35 - Advertising and business services

Goods & Services

(1) Creating, preparing and administering financial indices which are used as benchmarks by investors to track market changes and compare their investment portfolios.

61.

MORGAN STANLEY US TARGET EQUITY INDEX

      
Application Number 150830500
Status Registered
Filing Date 2010-12-17
Registration Date 2014-06-09
Owner Morgan Stanley a Delaware corporation (USA)
NICE Classes  ? 35 - Advertising and business services

Goods & Services

(1) Creating, preparing and administering financial indices which are used as benchmarks by investors to track market changes and compare their investment portfolios.

62.

MORGAN STANLEY CIRCA INDEX

      
Application Number 150829300
Status Registered
Filing Date 2010-12-17
Registration Date 2014-06-09
Owner Morgan Stanley a Delaware corporation (USA)
NICE Classes  ? 35 - Advertising and business services

Goods & Services

(1) Creating, preparing, and administering financial indices which are used as benchmarks by investors to track market changes and compare their investment portfolios.

63.

MORGAN STANLEY UK TARGET EQUITY INDEX

      
Application Number 150830100
Status Registered
Filing Date 2010-12-17
Registration Date 2014-06-09
Owner Morgan Stanley a Delaware corporation (USA)
NICE Classes  ? 35 - Advertising and business services

Goods & Services

(1) Creating, preparing and administering financial indices which are used as benchmarks by investors to track market changes and compare their investment portfolios.

64.

MORGAN STANLEY WORLD TARGET EQUITY INDEX

      
Application Number 150830400
Status Registered
Filing Date 2010-12-17
Registration Date 2014-06-09
Owner Morgan Stanley a Delaware corporation (USA)
NICE Classes  ? 35 - Advertising and business services

Goods & Services

(1) Creating, preparing and administering financial indices which are used as benchmarks by investors to track market changes and compare their investment portfolios.

65.

SYSTEMS AND METHOD FOR DETERMINING A RELATIONSHIP RANK

      
Application Number US2010034945
Publication Number 2010/132797
Status In Force
Filing Date 2010-05-14
Publication Date 2010-11-18
Owner MORGAN STANLEY (USA)
Inventor
  • Gemayel, Ziad
  • Servidio, Debra, A.
  • Smiljanic, Sam

Abstract

A method of determining and an apparatus for displaying, for an organization, a relationship rank between a first party and a second party. A customer relationship management score, a telephone call score, and an e-mail score for the first party relative to the second party may be calculated using a computer system. The customer relationship management score, the telephone call score, and the e-mail score may be calculated using data for the first party and the second party stored in databases. A relationship score for the first party relative to the second party may be calculated using the customer relationship management score, the telephone call score, and the e-mail score. A relationship rank may be calculated for the first party relative to the second party using a computer system. The relationship rank for the first party relative to the second party may be an indication of the strength of the first party's relationship to the second party. The relationship rank may be based on the relationship score.

IPC Classes  ?

  • G06F 7/00 - Methods or arrangements for processing data by operating upon the order or content of the data handled

66.

TRAJECTORY CROSS

      
Application Number 009492174
Status Registered
Filing Date 2010-11-03
Registration Date 2011-04-19
Owner MORGAN STANLEY (USA)
NICE Classes  ? 36 - Financial, insurance and real estate services

Goods & Services

FINANCIAL SERVICES; SECURITIES TRADING AND INVESTMENT SERVICES FOR OTHERS THAT ALLOW USERS TO ACCESS SECURITY TRADING MARKETS THROUGH USE OF AN ALGORITHM.

67.

SPEEDWAY

      
Application Number 009231275
Status Registered
Filing Date 2010-07-08
Registration Date 2011-10-28
Owner MORGAN STANLEY (USA)
NICE Classes  ?
  • 09 - Scientific and electric apparatus and instruments
  • 36 - Financial, insurance and real estate services

Goods & Services

Computer software for financial risk management. Financial services; financial risk management services, including mitigation of the risk of erroneous financial market transactions.

68.

SPEEDWAY

      
Serial Number 85006270
Status Registered
Filing Date 2010-04-05
Registration Date 2011-03-08
Owner Morgan Stanley ()
NICE Classes  ?
  • 36 - Financial, insurance and real estate services
  • 38 - Telecommunications services

Goods & Services

FINANCIAL RISK MANAGEMENT SERVICES, NAMELY, MITIGATION OF THE RISK OF ERRONEOUS FINANCIAL MARKET TRANSACTIONS TELECOMMUNICATION SERVICES, NAMELY, PROVIDING TELECOMMUNICATIONS ACCESS TO ELECTRONIC SYSTEMS IN THE NATURE OF FINANCIAL EXCHANGES TO REDUCE DELAYS IN THE EXECUTION OF TRADES

69.

MSFX

      
Serial Number 77785942
Status Registered
Filing Date 2009-07-21
Registration Date 2010-03-02
Owner Morgan Stanley ()
NICE Classes  ? 36 - Financial, insurance and real estate services

Goods & Services

PROVIDING AND UPDATING INDICES OF CURRENCY EXCHANGE VALUES FOR OTHERS AND PROVIDING RULES AS TO THE MAKE UP OF THE INDICES [; FINANCIAL CONSULTING SERVICES ]

70.

PERCS

      
Application Number 007554769
Status Registered
Filing Date 2009-01-28
Registration Date 2009-09-01
Owner MORGAN STANLEY (USA)
NICE Classes  ? 36 - Financial, insurance and real estate services

Goods & Services

Financial services, investment banking services, management of investments and securities and financial services in the nature of investment securities.

71.

LOW LATENCY TRADING SYSTEM

      
Application Number US2008000606
Publication Number 2008/140631
Status In Force
Filing Date 2008-01-17
Publication Date 2008-11-20
Owner MORGAN STANLEY (USA)
Inventor
  • Robertson, Chris
  • Bruno, Rick
  • Lavanyakul, Saranyu

Abstract

Systems and methods for transmitting trade orders from a client trading engine to an exchange where the trades are executed. The system may comprise a low latency system in communication with the client trading engine and the exchange server(s). The low latency system is for receiving trade orders from the client trading engine, performing one or a limited number of pre-order risk checks on the trade orders, and, when the trade orders pass the risk checks, transmitting the trade order to the exchange server(s). The system also comprises a post-order risk checking data center in communication with the low latency system via a network. The post-order risk checking data center is for performing post-order risk checks on the trade orders after the low latency system transmits the trade orders to the exchange server(s).

IPC Classes  ?

  • G06Q 40/00 - FinanceInsuranceTax strategiesProcessing of corporate or income taxes

72.

MORGAN STANLEY MATRIX

      
Application Number 007332836
Status Registered
Filing Date 2008-10-22
Registration Date 2009-05-20
Owner MORGAN STANLEY (USA)
NICE Classes  ?
  • 09 - Scientific and electric apparatus and instruments
  • 36 - Financial, insurance and real estate services
  • 42 - Scientific, technological and industrial services, research and design

Goods & Services

Computer software and programs for use in the field of finance that facilitate trading, analyzing, distributing and clearing of equity products, futures, options, foreign exchange, fixed income instruments and other securities. Financial services, including; trading, analyzing, distributing, and clearing of equity products, futures, options, foreign exchange, fixed income instruments and other securities via an electronic platform. Computer services, including, an electronic platform for trading, analyzing, distributing, and clearing of equity products, futures, options, foreign exchange, fixed income instruments and other securities.

73.

MORGAN STANLEY MATRIX

      
Serial Number 77596831
Status Registered
Filing Date 2008-10-21
Registration Date 2011-08-02
Owner Morgan Stanley ()
NICE Classes  ?
  • 36 - Financial, insurance and real estate services
  • 42 - Scientific, technological and industrial services, research and design

Goods & Services

FINANCIAL SERVICES, NAMELY, TRADING, ANALYZING, DISTRIBUTING, AND CLEARING OF EQUITY PRODUCTS, FUTURES, OPTIONS, FOREIGN EXCHANGE, FIXED INCOME INSTRUMENTS AND OTHER SECURITIES VIA AN ELECTRONIC PLATFORM COMPUTER SERVICES, NAMELY, PROVIDING TEMPORARY USE OF AN ELECTRONIC NON-DOWNLOADABLE SOFTWARE PLATFORM FOR TRADING, ANALYZING, DISTRIBUTING, AND CLEARING OF EQUITY PRODUCTS, FUTURES, OPTIONS, FOREIGN EXCHANGE, FIXED INCOME INSTRUMENTS AND OTHER SECURITIES

74.

NightOwl

      
Application Number 006894431
Status Registered
Filing Date 2008-05-08
Registration Date 2009-05-14
Owner MORGAN STANLEY (USA)
NICE Classes  ?
  • 09 - Scientific and electric apparatus and instruments
  • 36 - Financial, insurance and real estate services
  • 42 - Scientific, technological and industrial services, research and design

Goods & Services

Computer software relating to a service that allows users to access dark pools, gray pools and lit markets through the use of an algorithm. Financial service, namely, providing a service that allows users to access dark pools, gray pools and lit markets through the use of an algorithm. Providing temporary use of non-downloadable computer software relating to a service that allows users to access dark pools, gray pools and lit markets through the use of an algorithm.

75.

NIGHTOWL

      
Serial Number 77468052
Status Registered
Filing Date 2008-05-07
Registration Date 2009-01-13
Owner Morgan Stanley ()
NICE Classes  ? 36 - Financial, insurance and real estate services

Goods & Services

FINANCIAL SERVICE, NAMELY, SECURITIES TRADING AND INVESTING SERVICES FOR OTHERS THAT ALLOWS USERS TO ACCESS DARK POOLS, GRAY POOLS AND LIT MARKETS THROUGH THE USE OF AN ALGORITHM

76.

COMPARING TAXONOMIES

      
Application Number US2007079912
Publication Number 2008/042784
Status In Force
Filing Date 2007-09-28
Publication Date 2008-04-10
Owner MORGAN STANLEY (USA)
Inventor
  • Mantena, Chakrapani
  • Guzzardo, Clicia
  • Dzananovic, Emira
  • Toller, Rodrigo
  • Larson, Stephen, David

Abstract

A system for comparing a first taxonomy and a second taxonomy. The system may comprise at least one processor having associated cache memory, a cache module and a comparison module. The cache module may be configured to load a portion of a comparison sample to the cache memory. The comparison sample may comprise a part of the first taxonomy and a part of the second taxonomy. The comparison module may be configured to cause the processor to retrieve the portion of the first comparison sample from the cache memory and compare the portion of the first comparison sample.

IPC Classes  ?

  • G06F 17/30 - Information retrieval; Database structures therefor

77.

SYSTEMS AND METHODS FOR ESTABLISHING RULES FOR COMMUNICATION WITH A HOST

      
Application Number US2007019737
Publication Number 2008/033346
Status In Force
Filing Date 2007-09-11
Publication Date 2008-03-20
Owner MORGAN STANLEY (USA)
Inventor Schmidt, Wayne

Abstract

Systems and methods for establishing rules for communication with a host Network activity data for communications between Host A and Host B may be collected and analyzed by a rules engine to create rules governing communications between Host A and Host B. The rules may then be loaded in a first, centralized, database, where an activity analyzer engine may analyze trends in rule growth to determine if a gateway for Host A, which will control communications to and from Host A, is ready for deployment Once it is determined that the gateway is ready for deployment, the rules may be replicated from the first, centralized database to a second, regional database associated with Host A. The gateway may be enabled based on the rule data stored in the second, regional database so that the gateway can determine if communications between Host A and Host B violate the rules

IPC Classes  ?

  • G06F 15/16 - Combinations of two or more digital computers each having at least an arithmetic unit, a program unit and a register, e.g. for a simultaneous processing of several programs

78.

DYNAMIC ACCESSIBLE REPORTING TOOL (DART)

      
Application Number US2007019843
Publication Number 2008/033415
Status In Force
Filing Date 2007-09-12
Publication Date 2008-03-20
Owner MORGAN STANLEY (USA)
Inventor
  • Chang, Chengping
  • Das, Shubhendu
  • Gorvits, Jeff
  • Unnithan, Sunil
  • Goel, Amit
  • Balda, Matt

Abstract

A flexible metadata driven and workflow based report generation system is disclosed. The system comprises a Flexible Reporting GUI with four components that allow the user direct control in the creation of a report within a single application: a Data Generator for retrieving data, a Report Designer with a built-in report designer application, a Report Deployment element for deploying the report and an Report Run element for interactively running the report. The Flexible Reporting GUI allows a user to run a report with updated data stores, and to define the various parameters that affect the content of the generated report with great flexibility. Through the system of the invention, the user can be directly involved in all the report generation steps, through a user friendly interface, and a simplified environment. Moreover, the system in the invention provides improved solutions for updated data retrieval from protected data sources.

IPC Classes  ?

  • G06F 7/00 - Methods or arrangements for processing data by operating upon the order or content of the data handled
  • G06F 17/00 - Digital computing or data processing equipment or methods, specially adapted for specific functions

79.

ALPHAWISE

      
Application Number 006435564
Status Registered
Filing Date 2007-11-14
Registration Date 2008-10-23
Owner MORGAN STANLEY (USA)
NICE Classes  ? 36 - Financial, insurance and real estate services

Goods & Services

Insurance; financial affairs; monetary affairs; real estate affairs; including financial research services.

80.

ALPHAWISE

      
Serial Number 77327354
Status Registered
Filing Date 2007-11-12
Registration Date 2008-09-02
Owner Morgan Stanley ()
NICE Classes  ? 36 - Financial, insurance and real estate services

Goods & Services

FINANCIAL RESEARCH SERVICES

81.

ASSET AND LIABILITY MODELING TOOL

      
Application Number US2007065252
Publication Number 2007/112405
Status In Force
Filing Date 2007-03-27
Publication Date 2007-10-04
Owner MORGAN STANLEY (USA)
Inventor
  • Harris, Trevor, Samuel
  • Foster, Richard, Graham
  • Braben, David, John
  • Roach, Jonathan, Stanley
  • Donner, Marc, Daniel
  • Thomas, Matthew, P.

Abstract

A method of displaying results of a financial model for forecasting at least one financial variable relating to a client. The method comprises the steps of receiving asset and liability data regarding the client; generating forecasted values for the financial variables over a number of simulations using the asset and liability data; and displaying a topographical chart on a user interface. The topographical chart may be positioned on a plane shown in the user interface. The plane may be defined by a time axis and a value axis for the at least one financial variable, such that a coordinate set on the plane represents the value of the at least one financial variable at a time point. The height of a first point on the topographical chart corresponding to the coordinate set may indicate a portion of the simulations that result in the coordinate set.

IPC Classes  ?

  • G06Q 40/00 - FinanceInsuranceTax strategiesProcessing of corporate or income taxes

82.

MORGAN STANLEY CHOICE SELECT

      
Serial Number 77277916
Status Registered
Filing Date 2007-09-12
Registration Date 2010-06-01
Owner Morgan Stanley ()
NICE Classes  ? 36 - Financial, insurance and real estate services

Goods & Services

FINANCIAL SERVICES, NAMELY, FINANCIAL INVESTMENT IN THE FIELD OF SECURITIES AND FINANCIAL CONSULTING AND ANALYSIS, BUT NOT INCLUDING CREDIT CARD OR DEBIT CARD SERVICES

83.

WORLD WISE

      
Application Number 135384000
Status Registered
Filing Date 2007-06-28
Registration Date 2011-03-15
Owner Morgan Stanley (a Delaware corporation) (USA)
NICE Classes  ?
  • 16 - Paper, cardboard and goods made from these materials
  • 35 - Advertising and business services
  • 36 - Financial, insurance and real estate services
  • 41 - Education, entertainment, sporting and cultural services

Goods & Services

(1) Investment research reports; magazines and newsletters containing financial and business information; securities offering documents; printed market indicies; printed training materials in the field of finance and investment; printed documentation for computer software in the field of financial investments; financial reports relating to mergers, acquisitions, restructuring (1) Investment services and financial services namely underwriting, distribution, and trading of securities, financial services namely merger, acquisition, restructuring; securities brokerage services; investment research services; investment management and advice, financial services namely trading futures, currencies, options, foreign exchange, and commodities; clearance services; custody services; provision of financial information; estate planning services; tax advisory services; trustee services; pension administration services; mutual funds; derivative investment securities; risk management services; insurance brokerage; agency brokerage services; financial accounting services; financial planning services; debit card services and benefits; educational services namely conducting classes, seminars and programs in the field of investing; financial clearing house; security custody services; security trustee services; employment pension administrative services; mutual fund brokerage distribution and investment; derivative investment securities brokerage; debit card services and issuing debit cards; educational services, namely, conducting classes, seminars and programs in the fields of finance and business

84.

LIABILITY MANAGEMENT STRUCTURES FOR SOVEREIGNS AND RELATED METHODS

      
Application Number US2006040455
Publication Number 2007/061536
Status In Force
Filing Date 2006-10-17
Publication Date 2007-05-31
Owner Morgan Stanley (USA)
Inventor
  • Moser, Charles
  • Miraglia, Luis

Abstract

The present invention is directed to methods related to liability management structures for sovereigns, in particularly those of emerging market countries. The liability management structures disclosed herein are particularly attractive to sovereigns of emerging market countries as they provide the capability for the sovereign to lock in benefits owing to an anomaly in the pricing of foreign currency debt and local currency debt for the sovereign. A number of variations of the liability management structure for monetizing this pricing anomaly are disclosed. In one structure, the sovereign enters into a synthetic swap transaction to exchange local currency proceeds raised from issuance by the sovereign of local currency debt instruments to foreign currency in order to purchase previously issued global bonds of the sovereign. In another variation of the structure, the sovereign enters into a swap contract with a swap counterparty where the sovereign swaps local currency cash flows for foreign currency cash flows, which the sovereign uses to repurchase the global bonds of the sovereign. Also, in another variation, instead of the sovereign purchasing the global bonds, it may sell credit protection in the credit default swap market with the sovereign as the reference credit. In another variation, the sovereign may purchase a credit linked note with the sovereign as the reference credit.

IPC Classes  ?

  • G06Q 40/00 - FinanceInsuranceTax strategiesProcessing of corporate or income taxes

85.

INTERACTIVE USER INTERFACE FOR DISPLAYING CORRELATION

      
Application Number US2006026885
Publication Number 2007/046896
Status In Force
Filing Date 2006-07-11
Publication Date 2007-04-26
Owner MORGAN Stanley (USA)
Inventor Hurewitz, Barry, S.

Abstract

One embodiment relates to an interactive user interface to navigate the financial relationships between companies. A focal company field lists a focal company identifier and a metric input field allows a User to select a focal company metric. A user uses a related company metric input field to select a related company metric. A positive correlation field lists identifiers positively correlated to the foc company metric and a negative correlation field lists identifiers negatively correlated to the focal company metric. Certain of the listed include a hyperlink which causes the identifier corresponding to the activated hyperlink to be listed as a new focal company in the focal company field, such that the positive correlation field lists identifiers positively correlated to the focal company metric of the new focal company and the negative correlation field lists identifiers negatively correlated to the focal company metric of the new focal company.

IPC Classes  ?

  • G09G 5/00 - Control arrangements or circuits for visual indicators common to cathode-ray tube indicators and other visual indicators
  • G06F 3/00 - Input arrangements for transferring data to be processed into a form capable of being handled by the computerOutput arrangements for transferring data from processing unit to output unit, e.g. interface arrangements

86.

MILESTONE MANAGER

      
Application Number US2006037652
Publication Number 2007/038582
Status In Force
Filing Date 2006-09-27
Publication Date 2007-04-05
Owner MORGAN STANLEY (USA)
Inventor Lowry, Andrew

Abstract

A milestone manager receives a milestone message from a first application. The milestone message includes information associated with a periodic event. The milestone manager applies a rule based process on the milestone message information and sends a trigger to a second application in response to the milestone. The trigger initiates processing of the second application in response to the milestone.

IPC Classes  ?

87.

COMPANY AND CONTACT INFORMATION SYSTEM AND METHOD

      
Application Number US2006037659
Publication Number 2007/038587
Status In Force
Filing Date 2006-09-27
Publication Date 2007-04-05
Owner MORGAN STANLEY (USA)
Inventor
  • Becker, Carl
  • Kovel, Christopher
  • Khwaja, Anis, A.
  • Choi, Judy
  • Sparkes, Stephen

Abstract

A user interface for providing information regarding a subject company to a user. The user interface may comprise a company tile, which may have an indicator of the subject company. A state of the company tile, such as, for example, its color, may indicate a property of the subject company. The user interface may also comprise a financial information module displaying financial information regarding the subject company, and a subject individual module displaying information regarding a subject individual related to the subject company. According to various embodiments, the user interface may also include a navigation toolbar including a second company tile comprising an indicator of a second company. Selecting the second company tile may cause the second company to become a new subject company.

IPC Classes  ?

88.

ACTION CONSOLE FRAMEWORK

      
Application Number US2006037800
Publication Number 2007/038663
Status In Force
Filing Date 2006-09-27
Publication Date 2007-04-05
Owner MORGAN STANLEY (USA)
Inventor
  • Lowry, Andrew
  • Beck, Lawrence
  • Wickramasinghe, Sanjaya
  • Perkoff, John
  • Infante, Ming
  • Oricoli, Anthony

Abstract

An apparatus, system and method includes an action manager to receive a manual action selected by a user and an action console coupled to the action manager to present via the action console a user interface specific to the manual action selected by the user. The apparatus, system and method display a directory having one or more manual actions to a user, receives a selection identifying a manual action from the user; and submits the identified manual action to an automated workflow process to execute the identified manual action.

89.

PROCESSING ENCUMBERED ELECTRONIC COMMUNICATIONS

      
Application Number US2006037960
Publication Number 2007/038708
Status In Force
Filing Date 2006-09-27
Publication Date 2007-04-05
Owner MORGAN STANLEY (USA)
Inventor
  • Christoff, Max
  • Khodak, Denis
  • Magardichian, Bedros

Abstract

The invention includes, in various embodiments, a method for archiving an electronic message which includes the steps of scanning the electronic message to determine whether at least a portion of the message is encumbered, disencumbering the encumbered portion of the message if it is encumbered, storing a copy of the disencumbered electronic message, and transmitting the electronic message to a recipient. Once stored, the disencumbered message can be accessed and reviewed by a supervisor, for example, without having to request a password from the sender or recipient. Encumbered messages include messages, or portions of messages, which are password protected, encrypted, and/or otherwise structured to prohibit unauthorized access thereto.

IPC Classes  ?

  • G06F 15/16 - Combinations of two or more digital computers each having at least an arithmetic unit, a program unit and a register, e.g. for a simultaneous processing of several programs

90.

HYBRID MULTI-THREAD AND MULTI-PROCESS COMPUTER SIMULATION SYSTEM AND METHODS

      
Application Number US2006037409
Publication Number 2007/038477
Status In Force
Filing Date 2006-09-26
Publication Date 2007-04-05
Owner MORGAN STANLEY (USA)
Inventor
  • Zborovskiy, Mikhail
  • Turchin, Dimitri

Abstract

A method for performing a calculation that includes determining solutions for a plurality of problem modules. The problem modules are of differing complexities, and their solutions are combined to determine a solution to the calculation. The method may include directing each of the problem modules to at least one master server, estimating a complexity for each of the problem modules, determining a threshold complexity level, sending problem modules having a complexity exceeding the threshold complexity level to at least one slave server and obtaining solutions for the problem modules therefrom, determining solutions for problem modules having a complexity not exceeding the threshold complexity level in the master server(s), and combining the solutions for the problem modules to determine the solution for the calculation.

IPC Classes  ?

  • G06Q 40/00 - FinanceInsuranceTax strategiesProcessing of corporate or income taxes

91.

HOST BUILD AND REBUILD SYSTEM AND METHOD

      
Application Number US2006037507
Publication Number 2007/038522
Status In Force
Filing Date 2006-09-26
Publication Date 2007-04-05
Owner MORGAN STANLEY (USA)
Inventor
  • Samba, Basiru
  • Tanyeri, Erdim
  • Thompson, Rodrigues, Malone
  • Feltman, Jeffrey, G.
  • Kozlowski, Robert

Abstract

Methods of building a host computer system. The methods may comprise the steps of discovering hardware components present at the host and determining whether the hardware components are certified. The methods may also comprise the step of determining whether a build of the host is requested. According to various embodiments, a profile may also be downloaded to the host. The profile may comprise an indication of an operating system, an indication of an application, and an indication of a configuration parameter. The methods may also comprise the steps of installing the operating system to the host; installing the application to the host; and configuring the host according to the configuration parameter.

IPC Classes  ?

92.

SYSTEMS AND METHODS FOR PROVIDING VIRTUAL FINANCIAL MARKETS

      
Application Number US2006037981
Publication Number 2007/038717
Status In Force
Filing Date 2006-09-27
Publication Date 2007-04-05
Owner MORGAN STANLEY (USA)
Inventor Johnson, Craig

Abstract

Systems and methods for combining information about financial instruments traded on at least two financial markets to create a virtual market. The method may comprise the steps of (1 ) determining a common price measure type for instruments traded on two (or more) financial markets; (2) determining a common risk size for instruments traded on the financial markets; (3) determining a price level for an instrument traded on the first market expressed in units of the common price measure type; and (4) determining a price level for an instrument traded on the second markets, also expressed in units of the common price measure type. The method may also comprise displaying the first and second price levels simultaneously in a user display. The method may additionally comprise receiving an order for the first instrument via the user display (such as a buy order or a sell order).

IPC Classes  ?

  • G06Q 40/00 - FinanceInsuranceTax strategiesProcessing of corporate or income taxes

93.

SYSTEMS AND METHODS FOR DISTRIBUTING PRIVATE PLACEMENT DOCUMENTS

      
Application Number US2006026792
Publication Number 2007/008834
Status In Force
Filing Date 2006-07-07
Publication Date 2007-01-18
Owner MORGAN STANLEY (USA)
Inventor
  • Seelos, Robert, Ross
  • Brastauskas, David, J.
  • Mak, Jenny

Abstract

Methods of providing a private placement document to a potential investor in a private placement. The methods may comprise the step of generating the private placement document in an encrypted electronic format. The private placement document may include a unique identifier. The methods may also comprise the steps of providing the private placement document to the potential investor, and recording the unique identifier.

IPC Classes  ?

  • G06Q 10/00 - AdministrationManagement
  • G06Q 40/00 - FinanceInsuranceTax strategiesProcessing of corporate or income taxes

94.

NIGHT VISION

      
Serial Number 77069451
Status Registered
Filing Date 2006-12-21
Registration Date 2008-05-13
Owner Morgan Stanley ()
NICE Classes  ? 35 - Advertising and business services

Goods & Services

DIRECTING ORDERS FOR SECURITIES TRADES BY MEANS OF COMPUTER SOFTWARE, WHICH AUTOMATICALLY DIRECTS TRADES TO VARIOUS LOCATIONS FOR EXECUTING SUCH ORDERS

95.

REVCONS

      
Serial Number 77054084
Status Registered
Filing Date 2006-11-30
Registration Date 2007-10-02
Owner Morgan Stanley ()
NICE Classes  ? 36 - Financial, insurance and real estate services

Goods & Services

FINANCIAL SERVICES IN THE NATURE OF TRADING, BROKERING, AND STRUCTURING INVESTMENT SECURITIES, AND ADVISORY SERVICES RELATING THERETO

96.

Global risk demand index

      
Application Number 11128815
Grant Number 07617143
Status In Force
Filing Date 2005-05-13
First Publication Date 2006-11-16
Grant Date 2009-11-10
Owner Morgan Stanley (USA)
Inventor Fornasari, Francesca

Abstract

Methods for generating risk demand indices are provided. In various embodiments, the methods may include selecting a plurality of sub-index modules, wherein generation of each sub-index module involves comparing at least one financial index representative of at least one risky asset to at least one other financial index representative of at least one non-risky asset. The methods may further include combining the selected sub-index modules to calculate the risk demand indices.

IPC Classes  ?

  • G06Q 40/00 - FinanceInsuranceTax strategiesProcessing of corporate or income taxes

97.

ACTIVE EXTENSION

      
Application Number 005357892
Status Registered
Filing Date 2006-10-05
Registration Date 2007-09-13
Owner MORGAN STANLEY (USA)
NICE Classes  ? 36 - Financial, insurance and real estate services

Goods & Services

Insurance; financial affairs; monetary affairs; real estate affairs; including asset management services.

98.

LONGPRO

      
Serial Number 78929596
Status Registered
Filing Date 2006-07-14
Registration Date 2007-10-09
Owner Morgan Stanley ()
NICE Classes  ? 36 - Financial, insurance and real estate services

Goods & Services

FINANCIAL SERVICES, NAMELY, FINANCIAL PORTFOLIO MANAGEMENT SERVICES

99.

FUNDLOGIC

      
Application Number 005037866
Status Registered
Filing Date 2006-04-25
Registration Date 2007-04-11
Owner MORGAN STANLEY (USA)
NICE Classes  ? 36 - Financial, insurance and real estate services

Goods & Services

Insurance; financial affairs; monetary affairs; real estate affairs; including financial services in the nature of asset acquisition, consultation, development and management services.

100.

FUNDLOGIC

      
Serial Number 78867826
Status Registered
Filing Date 2006-04-24
Registration Date 2007-08-28
Owner Morgan Stanley ()
NICE Classes  ? 36 - Financial, insurance and real estate services

Goods & Services

FINANCIAL SERVICES IN THE NATURE OF ASSET ACQUISITION, CONSULTATION, DEVELOPMENT AND MANAGEMENT SERVICES
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