Fed lowers Morgan Stanley’s stress capital buffer requirement

Published 30/09/2025, 21:40
© Reuters.

Investing.com -- The Federal Reserve Board has modified Morgan Stanley’s (NYSE:MS) stress capital buffer requirement from 5.1 percent to 4.3 percent after the bank requested reconsideration.

The decision, announced Tuesday, came after Morgan Stanley submitted a detailed explanation for why the requirement should be reconsidered. The Fed then conducted an independent assessment of the request.

In its analysis, the Federal Reserve determined that estimated losses in Morgan Stanley’s fair value option loan portfolio were too conservative, partly due to the unique composition of the bank’s loan portfolio.

Additionally, the Fed decided to use Morgan Stanley’s second largest counterparty when measuring counterparty losses associated with default of the largest counterparty. This change was made to ensure consistency with how the Board treats similar counterparties.

The stress capital buffer requirement represents the capital requirement stemming from the Fed’s stress test. The Board’s stress test process allows banks to request reconsideration of these requirements.

The Federal Reserve also indicated it will consider potential stress test model refinements related to this request in its upcoming proposal to improve stress test transparency.

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