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Invested at Work

Invested at Work

By: Morgan Stanley at Work
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How can companies help make a positive difference in the lives of their employees? We explore best practices and lessons learned when it comes to workplace financial benefits.

© Morgan Stanley Smith Barney LLC Economics Management Management & Leadership
Episodes
  • How We Really Feel About AI: Voices From the Workplace [Bonus Episode]

    How We Really Feel About AI: Voices From the Workplace [Bonus Episode]
    Aug 26 2025

    AI is changing the way we work—and fast. But beyond the headlines, how are people really using it in the workplace? And how do they feel about it?

    In this special bonus episode of Invested at Work, host Rodney Bolden checks in with guests from across the season to explore how AI is being adopted on the ground—from equity administration to customer service—and the emotions it’s stirring up along the way.

    Visit MorganStanley.com/atwork for more insights on workplace financial benefits.

    Invested at Work is brought to you by Morgan Stanley at Work, hosted by Rodney Bolden. Our executive producers are Fiona Kelsey and Lisa Boyce. Our production partner is Sequel Media Inc.



    This material is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy.

    Artificial intelligence (AI) is subject to limitations, and you should be aware that any output from an AI-supported tool or service made available by the Firm for your use is subject to such limitations, including but not limited to inaccuracy, incompleteness, or embedded bias. You should always verify the results of any AI-generated output.

    The views and opinions expressed herein are those of the speaker and do not necessarily reflect the views of Morgan Stanley Wealth Management or its affiliates. All opinions are subject to change without notice. Neither the information provided nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results.

    Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.

    Morgan Stanley at Work services are provided by wholly owned subsidiaries of Morgan Stanley.

    Information contained herein is based on data from multiple sources considered to be reliable and Morgan Stanley Smith Barney LLC (“Morgan Stanley”) makes no representation as to the accuracy or completeness of data from sources outside of Morgan Stanley.

    This material may provide the addresses of, or contain hyperlinks to, websites. Except to the extent to which the material refers to website material of Morgan Stanley Wealth Management, the firm has not reviewed the linked site. Equally, except to the extent to which the material refers to website material of Morgan Stanley Wealth Management, the firm takes no responsibility for, and makes no representations or warranties whatsoever as to, the data and information contained therein. Such address or hyperlink (including addresses or hyperlinks to website material of Morgan Stanley Wealth Management) is provided solely for your convenience and information and the content of the linked site does not in any way form part of this document. Accessing such website or following such link through the material or the website of the firm shall be at your own risk and we shall have no liability arising out of, or in connection with, any such referenced website.

    © 2025 Morgan Stanley Smith Barney LLC. Member SIPC.

    CRC# 4675136 07/2025

    Source: Pew Research Center, U.S. Workers Are More Worried Than Hopeful About Future AI Use in the Workplace. 2025.
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    15 mins
  • Designing Equity Compensation Plans That Drive Engagement With Asana’s Christine Zwerling

    Designing Equity Compensation Plans That Drive Engagement With Asana’s Christine Zwerling
    Aug 12 2025
    Equity compensation can be a powerful tool to engage and motivate employees, but only when they understand its value. With over 25 years of experience in stock plan administration, Christine Zwerling, Head of Stock Administration at Asana, shares insights for HR leaders looking to make equity work harder for their teams. In this episode of Invested at Work, host Rodney Bolden speaks with Christine about how equity compensation can be a key lever for culture and connection. Christine shares how Asana’s approach ties equity compensation to corporate goals, how employee understanding of equity evolves over time and why clear communication is key to maximizing its value. They also discuss common misconceptions about equity, the disconnect between how HR and employees perceive its value, and how strong equity plans can support both business performance and employee well-being.Visit MorganStanley.com/atwork for more insights on workplace financial benefits. Visit Asana.com to learn more about the workplace management tool that is Asana. Invested at Work is brought to you by Morgan Stanley at Work, hosted by Rodney Bolden. Our executive producers are Fiona Kelsey and Lisa Boyce. Our production partner is Sequel Media Inc.The guest speaker is neither an employee nor affiliated with Morgan Stanley Smith Barney LLC. Opinions expressed by the guest speaker are solely his or her own and do not necessarily reflect those of Morgan Stanley Smith Barney LLC.This material is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. Past performance is no guarantee of future results.This material has been prepared for educational purposes only. The views, opinions or advice contained within this presentation are solely those of the presenter, who is not affiliated with Morgan Stanley, and do not necessarily reflect those of Morgan Stanley or its affiliates. Morgan Stanley makes no representation regarding the accuracy of any statements made by the presenter. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.This material may provide the addresses of, or contain hyperlinks to, websites. Morgan Stanley is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the websites. Except to the extent to which the material refers to website material of Morgan Stanley Wealth Management, the firm has not reviewed the linked site. Equally, except to the extent to which the material refers to website material of Morgan Stanley Wealth Management, the firm takes no responsibility for, and makes no representations or warranties whatsoever as to, the data and information contained therein. Such address or hyperlink (including addresses or hyperlinks to website material of Morgan Stanley Wealth Management) is provided solely for your convenience and information and the content of the linked site does not in any way form part of this document. Accessing such website or following such link through the material or the website of the firm shall be at your own risk and we shall have no liability arising out of, or in connection with, any such referenced website. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.Diversification does not guarantee a profit or protect against loss in a declining financial market.Artificial intelligence (AI) is subject to limitations, and you should be aware that any output from an AI-supported tool or service made available by the Firm for your use is subject to such limitations, including but not limited to inaccuracy, incompleteness, or embedded bias. You should always verify the results of any AI-generated output.Information contained herein is based on data from multiple sources considered to be reliable and Morgan Stanley Smith Barney LLC (“Morgan Stanley”) makes no representation as to the accuracy or completeness of data from sources outside of Morgan Stanley.NOT ALL PRODUCTS AND SERVICES ARE AVAILABLE IN ALL JURISDICTIONS OR COUNTRIES. Content and services available to non-US participants may be different than those available to US participants. Employee stock plan solutions are offered by E*TRADE Financial Corporate Services, Inc., Solium Capital LLC, Solium Plan Managers LLC and Morgan Stanley Smith Barney LLC (“MSSB”), which are part of Morgan Stanley at Work. Morgan Stanley at Work services and stock plan accounts are provided by wholly owned subsidiaries of Morgan Stanley. Morgan Stanley at Work stock plan accounts were previously referred to as Shareworks, StockPlan Connect or E*TRADE stock plan accounts, as applicable. In connection with stock plan solutions offered by Morgan Stanley at Work, securities ...
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    34 mins
  • Financial Well-Being for Today’s Executives With Morgan Stanley’s Liz Dennis

    Financial Well-Being for Today’s Executives With Morgan Stanley’s Liz Dennis
    Jul 29 2025
    Executive titles don’t guarantee financial clarity. That’s what Liz Dennis, Managing Director and Head of Global Client Coverage at Morgan Stanley, finds in her work with company leaders.In this episode of Invested at Work, host Rodney Bolden speaks with Liz about the unique financial challenges facing today’s executives. They discuss some of the blind spots executives might have when it comes to their finances, and how equity compensation, strategic planning and proactive HR support can make a real difference in driving engagement, retention and well-being for this group. Visit MorganStanley.com/atwork for more insights on workplace financial benefits. Invested at Work is brought to you by Morgan Stanley at Work, hosted by Rodney Bolden. Our executive producers are Fiona Kelsey and Lisa Boyce. Our production partner is Sequel Media Inc.This material has been prepared for educational purposes only. It does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. Morgan Stanley Smith Barney LLC (“Morgan Stanley”) recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a Morgan Stanley Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will be acting in an investment advisory capacity with respect to the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdfClients have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley Smith Barney LLC or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters. Asset allocation and diversification do not assure a profit or protect against loss. Individuals executing a 10b5-1 trading plan should keep the following important considerations in mind:(1) 10b5-1 trading plans should be reviewed and approved by the legal and compliance department of the individual’s company.(2) Most companies will permit 10b5-1 trading plans to be entered into only during open window periods.(3) Recent rule changes will require a mandatory cooling-off period between the execution of a 10b5-1 trading plan (or a modification) and the first sale pursuant to the plan (or the first sale following such modification).(4) 10b5-1 trading plans do not alter the nature of restricted and/or control stock or regulatory requirements that may otherwise be applicable (e.g., Section 16, Section 13).(5) 10b5-1 trading plans that are terminated early may weaken or cause the individual to lose the benefit of the affirmative defense.(6) 10b5-1 trading plans may require a cessation of trading activities at times when lockups may be required at the company (e.g., secondary offerings).(7) Recent rule changes will require companies to publicly disclose material terms of Section 16 director and officer 10b5-1 trading plans, and the early termination of such plans.Artificial intelligence (AI) is subject to limitations, and you should be aware that any output from an AI-supported tool or service made available by the Firm for your use is subject to such limitations, including but not limited to inaccuracy, incompleteness, or embedded bias. You should always verify the results of any AI-generated output. The term “Family Office Resources” is being used as a term of art and not to imply that Morgan Stanley and/or its employees are acting as a family office pursuant to Investment Advisers Act of 1940. Employee stock plan solutions are offered by E*TRADE Financial Corporate Services, Inc., Solium Capital LLC, Solium Plan Managers LLC and Morgan Stanley Smith Barney LLC (“MSSB”), which are part of Morgan Stanley at Work. Morgan Stanley at Work services and stock plan accounts are ...
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    24 mins
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