Shareholders and Former Senior Executives of Morgan Stanley Release Open Letter to Morgan Stanley Shareholders
12 Mayo 2005 - 8:42AM
PR Newswire (US)
Shareholders and Former Senior Executives of Morgan Stanley Release
Open Letter to Morgan Stanley Shareholders NEW YORK, May 12
/PRNewswire/ -- Today a group of shareholders and former members of
senior management of Morgan Stanley published an open letter to
Morgan Stanley shareholders. "May 12, 2005 To the Shareholders of
Morgan Stanley: We are today releasing detailed materials outlining
a proposal to spin off the Institutional Securities Business
(available on http://www.futureofms.com/). As has been reported,
this proposal was reviewed in preliminary form with three
non-executive directors of the Morgan Stanley Board on April 22,
2005. Since that meeting we have received no direct response from
the Board. We have subsequently discussed a spin-off with
institutional shareholders and expanded the initial proposal to
reflect their input. The proposed spin-off is motivated by a belief
that the Board of Morgan Stanley faces an immediate crisis and that
the Firm has been badly served by its present management and
leadership. The recent improvements in corporate governance
announced by the Board in reaction to pressure from shareholders
are overdue, but they fail to address the leadership and structural
issues that, if left alone, will continue to damage the Firm and
erode shareholder value. The crisis continues and will likely
deepen. Central to any successful resolution of the current crisis
is the separation of Philip Purcell from authority over Morgan
Stanley's Institutional Securities Business and the installation of
a new management team, which can stem the tide of departures and
attract key leaders, who have recently departed, back to the Firm.
If Morgan Stanley's optimum strategy is to build a fully integrated
securities business -. an outcome that Mr. Purcell has failed to
accomplish in the eight years since the merger with Dean Witter
Discover -. the strategy requires the immediate replacement of the
current leadership team. Alternatively, a spin-off of the
Institutional Securities Business would acknowledge the failure of
the integration effort, allow the Institutional Securities Business
to regain its stature and reputation and significantly improve its
performance. This could be accomplished under the leadership of the
five widely respected senior executives who were forced to depart,
but who we are highly confident would return to lead the
Institutional Securities Business in a spin-off. The business
strategy presented by Mr. Purcell, Ms. Cruz and Mr. Crawford at the
UBS Global Financial Services Conference on Tuesday, May 10, 2005,
while acknowledging the Company's underperformance, the departure
of key managers from the Firm and the high likelihood of more
departures in the future, offered no credible solution to the
present crisis. In the eight years since the merger, Mr. Purcell
has failed to successfully execute the integrated securities
business model senior management promoted at the conference.
Staying the course under the present leadership is not an
acceptable solution. Shareholders deserve better. We strongly
believe that new leadership is critical to the success of the Firm
and to the creation of shareholder value. We invite you to study
the spin-off proposal carefully, before the crisis worsens. If you
believe that a spin-off of the Institutional Securities Business
and the return of recently departed and highly respected leaders
would be beneficial to shareholders, we urge you to let us know by
e-mail on our website (http://www.futureofms.com/) or by contacting
us at (212) 372-4005. We also encourage you to make your views
known to the Morgan Stanley Board by contacting them directly.
Respectfully, /s/ Anson M. Beard, Jr. /s/ Lewis W. Bernard /s/
Richard A. Debs /s/ Joseph G. Fogg, III /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, or
Copyright