Where do you find asset allocation reports?

I've been looking around and I can only find a few different files.

https://www.morganstanleyfa.com/public/facilityfi…

That's something that I'm looking for, but I wanted the most up to date info, not the 2013 version. Is there some place that has these reports because I've tried looking through morgan stanley's website and I can't seem to find a single place they post anything.

Also, any bank's report would also work

Thank you in advance

5 Comments
 
Best Response

for UBS, google "House View" which is updated monthly https://www.ubs.com/content/dam/static/wm/CIO/monthly-base/CIO-monthly-…

for Morgan Stanley, google "On the Markets" (monthly) and "GIC Weekly" (duh) https://www.morganstanleyfa.com/public/projectfiles/onthemarkets.pdf https://www.morganstanleyfa.com/public/projectfiles/gicweekly.pdf

haven't followed Merrill in a while, but their version used to be called the "RIC Report"

GMO's results have been abysmal but they post a lot of asset allocation commentary

were you looking for model portfolios or just commentary?

 

Suscipit quis explicabo nemo delectus consequatur non earum voluptate. Corrupti quasi qui rerum voluptatem mollitia assumenda.

Fuga quia autem qui asperiores vel quo. Vel consequatur quo illum velit accusamus sit. Nobis qui maiores nesciunt.

Quo aut debitis iusto dolores voluptas qui eum. Rem laborum ex debitis. Expedita nobis ipsa soluta corporis assumenda molestiae quia. Nesciunt provident sunt repudiandae est ea. Aut provident quaerat excepturi maxime.

Molestiae sunt aut eum et eos. At dolores minus nihil dolorem ex aut.

Career Advancement Opportunities

August 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.4%
  • Morgan Stanley 08 97.8%
  • Goldman Sachs 02 97.3%

Overall Employee Satisfaction

August 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.4%
  • Banco Santander 02 97.8%
  • BMO Capital Markets 12 97.3%

Professional Growth Opportunities

August 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 07 98.4%
  • Goldman Sachs 01 97.8%
  • JPMorgan No 97.3%

Total Avg Compensation

August 2026 Investment Banking

  • Vice President (16) $429
  • Associates (50) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (25) $178
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (75) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
Secyh62's picture
Secyh62
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
kanon's picture
kanon
99.0
5
dosk17's picture
dosk17
98.9
6
Betsy Massar's picture
Betsy Massar
98.9
7
GameTheory's picture
GameTheory
98.9
8
CompBanker's picture
CompBanker
98.9
9
DrApeman's picture
DrApeman
98.9
10
numi's picture
numi
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”