Mitchell Merin
President & Chief Operating Officer,
Investment Management

 

Investment Management Net Income
(Dollars in Millions)

Morgan Stanley Investment Management has grown to be one of the largest asset managers with global reach in the world today, offering a diverse range of investment products managed by top investment professionals focused within their areas of expertise. Products include many highly rated U.S. and international bond, equity, money market and multi-asset class funds, separately managed accounts and alternative investments that are distributed in multiple channels and markets under two distinct brands. Our portfolio managers and research analysts are located throughout the world, enhancing investment capabilities through a combination of global information sharing and local decision making.

Individual Investors
Affiliated Channel—Morgan Stanley Investment Management reaches individual investors through our affiliated network of financial advisors who offer, among a range of product providers, Morgan Stanley and Van Kampen-branded products.

Third-Party Channels—Morgan Stanley Investment Management also offers investment products under affiliated brands, including Van Kampen (in the United States), through a diversified network of broker-dealers, banks, insurance companies and financial planners throughout the world. Our products are packaged in mutual funds, variable annuities, separately managed accounts and offshore funds (SICAVs) and are included in 401(k), IRA and asset allocation platforms.

Institutional Investors
Institutional investors, including pension plans, corporations, nonprofit organizations, governmental agencies, insurance companies and banks, are serviced through a global proprietary sales force and a team dedicated to covering the investment consultant industry.

 

Assets under Management Mutual Fund Market Share*

*Includes long-term open-end mutual funds
Source: Strategic Insight

Lipper Percent of Assets in Top Half
(Total Assets Including Money Markets*)

*Reflects recent change in Lipper methodology
Sources: Lipper, Performance Link

Investment Management
(Dollars in Millions)