Shareholders and Former Senior Executives of Morgan Stanley Issue Second Letter to The Board Of Directors
31 Marzo 2005 - 12:02PM
PR Newswire (US)
Shareholders and Former Senior Executives of Morgan Stanley Issue
Second Letter to The Board Of Directors NEW YORK, March 31
/PRNewswire-FirstCall/ -- Today a group of shareholders and former
members of senior management of Morgan Stanley sent a second letter
to the Board of Directors. "March 31, 2005 To the Board of
Directors of Morgan Stanley: We regret that we must resort to
another letter, but given your refusal to meet with us, we have
concluded that this is the only way we can communicate with you. We
are shareholders concerned with the best interests of the Firm, and
we are expressing our concerns to you, our Board of Directors. The
issues which are foremost in our minds as we call for a new CEO are
at the heart of your responsibilities in the areas of business
performance and governance. A common proxy for measuring
performance is share price. Morgan Stanley's stock has dramatically
underperformed the relevant market indices and its peers over the
last five years. The Firm's growth in earnings per share has been
negative versus positive growth for our peer companies. Morgan
Stanley's premium return on equity has been eroded to where it is
actually below that of our peer companies. When you begin to look
at performance by business segment, the reason for our stock's
decline becomes clearer. In retail securities, we have experienced
negative growth in revenues and our pre-tax margins are
unacceptably low. The key to profitability in the asset management
business is growth in assets under management, and our performance
since 1998 has been mediocre at best. The performance scorecard
above summarizes Mr. Purcell's record since the merger. It is a
failing report card. We are also deeply concerned by the state of
Morgan Stanley's relationship with regulators at both the Federal
and State levels. Our reputation has been blemished further by a
series of ill-handled court cases, most recently the
Perelman/Sunbeam case in Florida. This unhappy state of affairs is
not consistent with strong leadership at the top. While Mr. Purcell
points out with pride that the Board met three times to discuss our
letter of March 3, we view with dismay the process by which the
Board concluded that our concerns were groundless. The number of
meetings obscures the question of the depth and rigor of the
process: we do not believe that having brief telephone
conversations with selected management members is the kind of
rigorous fact finding called for under these circumstances. And
finally, we view with dismay the manner in which the Board brought
this matter to a conclusion this week. The loss of several key
executives who were very important contributors to the success of
the highly profitable institutional securities business -- because
they were unwilling to swear loyalty to an ineffective CEO -- is an
outrage. The departed leaders are highly regarded by the majority
of our institutional shareholders. We view the Board's actions,
including its apparent support of this "reorganization," as a
failure of corporate governance, a failure to fulfill its fiduciary
duties and a failure to act in the best interests of the
shareholders of Morgan Stanley. Our worst fears, highlighted in our
first letter to you, that Mr. Purcell might remove senior
executives in the Institutional Securities Group, have been
realized. These departures have precipitated the worst kind of
crisis for the Firm -- unless immediate action is taken to reverse
the loss of talent, the Firm's ability to restore its reputation
and its competitive edge will be put at risk. We believe that the
immediate removal of Mr. Purcell will stem the tide and possibly
convince those who have left to return as leaders. Finally, please
remember that we are not just a small group of dissatisfied former
employees. All of us held senior positions of leadership in the
Firm and together own more than 11 million shares of Morgan Stanley
stock. We care deeply about the Firm and remain ready to meet with
you, face to face, to discuss our concerns. Respectfully, /s/ Anson
M. Beard, Jr. /s/ Lewis W. Bernard /s/ Richard A. Debs /s/ Joseph
G. Fogg /s/ S. Parker Gilbert /s/ Robert G. Scott /s/ Frederick B.
Whittemore /s/ John H. T. Wilson" DATASOURCE: Shareholders and
Former Senior Executives of Morgan Stanley CONTACT: Andrew Merrill
of Edelman, +1-212-704-4559, for The Shareholders and Former
Members of Senior Management of Morgan Stanley
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