Featured
Press Release
MSIM Raises $400MM for NH Expansion Equity
Nov 05, 2018
Morgan Stanley Expansion Capital announces that it has closed on approximately $400 million for North Haven Expansion Equity
Press Release
MSIM Raises over $440M for NH Thai PE
Oct 12, 2018
Morgan Stanley Private Equity Asia announces that is has raised over $440 million for North Haven Thai Private Equity
Press Release
MSIM Raises over $275M for NH Expansion Credit
Oct 11, 2017
Morgan Stanley Expansion Capital announces that is has raised over $275 million for North Haven Expansion Credit
 
 
 
 
News & Insights

Press Release

Samanage Raises $30M Series D Funding Round Led by Morgan Stanley Expansion Capital 

Nov 08, 2018 

Samanage, the service success company, today announced a $30 million investment from Morgan Stanley Expansion Capital, the growth-focused private investment platform within Morgan Stanley Investment Management. Samanage seeks to accelerate their exceptional year-over-year growth and expand their global market share in the IT Service Management (ITSM) industry.
 
Read More

Press Release

Morgan Stanley Investment Management Raises Approximately $400 Million for Eighth Private Growth Equity Fund 

Nov 05, 2018 

Morgan Stanley Expansion Capital, the growth-focused private investment platform within Morgan Stanley Investment Management (MSIM), announced that it has closed on approximately $400 million of capital commitments for North Haven Expansion Equity LP and its related funds, exceeding its original fundraising target capital commitments by nearly $100 million.
 
Read More

Press Release

Neo4j Closes $80 Million in Series E Funding 

Nov 01, 2018 

Neo4j, the leader in graph databases, announced today that it has closed an $80 million Series E funding round led by Morgan Stanley Expansion Capital and One Peak Partners.
 
Read More

Press Release

Morgan Stanley Investment Management Raises over $440 Million for North Haven Thai Private Equity 

Oct 12, 2018 

Morgan Stanley Private Equity Asia, the Asia-focused private equity investment platform within Morgan Stanley Investment Management (MSIM), today announced that it has secured over US$440 million in capital commitments for North Haven Thai Private Equity LP and its related funds, versus an initial target of US$300 million. The Fund was launched in partnership with Bangkok Bank, a market-leading Thai financial institution.
 
Read More

Press Release

Morgan Stanley Energy Partners and Catalyst Energy Services Announce Strategic Partnership 

Aug 20, 2018 

Investment funds managed by Morgan Stanley Energy Partners (MSEP), part of Morgan Stanley Investment Management, and Midland, Texas-based Catalyst Energy Services LLC announced a strategic partnership whereby MSEP has made a majority equity investment in Catalyst to support the growth of the Company’s pressure pumping and other complementary services in premier U.S. oil and gas basins.
 
Read More

Press Release

Morgan Stanley Alternative Investment Partners Raises $516 Million for Riverview Strategic Opportunities Fund III 

Aug 06, 2018 

Morgan Stanley Alternative Investment Partners, an investment team within Morgan Stanley Investment Management, has closed the unit’s latest investment fund, the Riverview Strategic Opportunities Fund III with over $500 million in commitments. The fundraise saw robust interest from both institutional and high net worth investors with the raise being completed within a few weeks. The Fund is an opportunistic hedge fund solution focused on hedge fund secondaries and co-investments.
 
Read More

Sustainability Council

About the Investment Management Sustainable Investing Council 

Jul 11, 2018 

The IM Sustainable Investing Council drives IM’s global effort by promoting an overall framework for integrating ESG and ESG standards into IM’s investment processes, product development, measurement, education, client engagement and reporting.
 
Read More

Press Release

Morgan Stanley Capital Partners Completes Investment in Comar 

Jun 19, 2018 

Investment funds managed by Morgan Stanley Capital Partners (MSCP), the Private Equity team within Morgan Stanley Investment Management, announced today that they have completed an investment in Comar Holding Company, LLC. MSCP partnered with the current management team, led by Michael Ruggieri, who will remain CEO and continue to drive organic and acquisition growth.
 
Read More

Press Release

Vbrick Closes $20 Million in Funding to Fuel Rapid Global Expansion of Enterprise Video 

Jun 19, 2018 

Vbrick, the leading provider of enterprise video software, today announced it has received $20 million in funding led by Morgan Stanley Expansion Capital, with participation from existing investors Acme Nova and Adams Capital. The funding will build upon the rapid adoption of Vbrick’s video platform into the enterprise market by accelerating the pace of innovation, growing sales and marketing, and fueling the company’s partner ecosystem.
 
Read More

Press Release

Cohesity Raises $250 Million in Funding Round Led by SoftBank Vision Fund 

Jun 11, 2018 

Cohesity, the leader of hyperconverged secondary storage, today announced it raised $250 million in an oversubscribed Series D funding round led by the SoftBank Vision Fund with strong participation from strategic investors Cisco Investments, Hewlett Packard Enterprise (HPE), and Morgan Stanley Expansion Capital. The investment is a testament to Cohesity’s leadership in transforming data center and cloud operations with web-scale simplicity for secondary data.
 
Read More

Press Release

Morgan Stanley Energy Partners and Presidio Petroleum Announce Strategic Partnership 

Jun 01, 2018 

Investment funds managed by Morgan Stanley Energy Partners (MSEP), part of Morgan Stanley Investment Management, and Fort Worth, Texas-based Presidio Investment Holdings LLC announced today a strategic partnership whereby MSEP has made a majority equity investment in Presidio Petroleum.
 
Read More

Press Release

Fusion Completes Private Placement of Common Stock Led by Morgan Stanley Credit Partners 

May 08, 2018 

Fusion (NASDAQ:FSNN), a leading provider of cloud services, announced today that on May 4, 2018, it closed a private placement (the “Private Placement”) of 1,523,811 shares of its common stock. The shares were priced at $5.25 per share for gross proceeds of $8.0 million. Proceeds from the Private Placement will be used by Fusion for general corporate purposes.
 
Read More

Press Release

Fusion Announces Closing of Birch Acquisition 

May 07, 2018 

Fusion (NASDAQ:FSNN), a leading provider of cloud services, announced today that on May 4, 2018, it closed its previously-announced acquisition of the Cloud and Business Services business of Birch Communications Holdings, Inc. (“Birch”). The acquisition was completed through a merger of a wholly-owned subsidiary of Fusion with and into Birch. The total enterprise value of this transaction was approximately $600 million, consisting of approximately 50 million shares of Fusion common stock and the refinancing of $444 million of Birch indebtedness.
 
Read More

Press Release

Concentra Analytics Completes a £41 Million Growth Equity Investment 

May 01, 2018 

Concentra Analytics, the creator of Software as a Service (“SaaS”) data solutions used to visualize, model and track business operations, today announced the completion of a £41 million growth equity investment led by One Peak Partners, with participation from co-investors Morgan Stanley Expansion Capital, Joseph Schull, Connected Capital, as well as existing shareholder, City Securities.
 
Read More

Press Release

VizExplorer Announces Strategic Investment by Morgan Stanley Expansion Capital 

Apr 17, 2018 

VizExplorer today announced that it has closed a strategic investment round by Morgan Stanley Expansion Capital. The investment will enable VizExplorer to scale business operations, enhance its analytics platform and deliver new solutions for additional verticals including manufacturing, entertainment venues and healthcare.
 
Read More

Press Release

Instapage Raises $15M Series A Funding Round Led by Morgan Stanley Expansion Capital 

Apr 10, 2018 

Instapage, the landing page and post-click optimization solution for digital advertisers, has today announced a $15 million growth investment from Morgan Stanley Expansion Capital, the growth-focused private investment platform within Morgan Stanley Investment Management. Investment funds will allow Instapage to accelerate the enterprise adoption of the Instapage post-click optimization solution, expedite platform development and expand sales and client service operations.
 
Read More

Press Release

Brazos Midstream Agrees to Sell Delaware Basin Subsidiaries to Morgan Stanley Infrastructure for $1.75 Billion 

Apr 09, 2018 

Brazos Midstream Holdings, LLC ("Brazos" or the "Company") and its financial sponsor, Old Ironsides Energy, today announced they have entered into a definitive agreement to sell its Delaware Basin subsidiary companies to North Haven Infrastructure Partners II ("NHIP II") and related funds for approximately $1.75 billion in cash. Closing is expected in the second quarter of 2018 and is subject to customary approvals and closing conditions.
 
Read More

Press Release

Jana Small Finance Bank commences operations. To continue its focus on financial inclusion 

Mar 28, 2018 

Jana Small Finance Bank (formerly Janalakshmi Financial Services, India’s leading micro-finance company), today, announced commencement of its banking operations. To cover its extensive customer base, Jana Small Finance Bank will initially open 19 branches across 18 states and expand to 200 banking outlets including the 25% unbanked rural branches by June 2018.
 
Read More

Press Release

Morgan Stanley Energy Partners Completes Investment in Specialized Desanders, Inc. 

Mar 21, 2018 

Investment funds managed by Morgan Stanley Energy Partners (MSEP) announced today that they have completed an investment in Specialized Desanders, Inc (SDI). MSEP is partnering with CEO Chris Hemstock and the current SDI management team to support the growth of the company's innovative oilfield equipment and services business across North America and internationally.
 
Read More

Press Release

Orthofix Announces Agreement to Acquire Spinal Kinetics 

Mar 15, 2018 

Orthofix International N.V. (NASDAQ:OFIX), a global medical device company focused on musculoskeletal healing products and value-added services, today announced that it has entered into a definitive agreement to acquire Spinal Kinetics Inc., a privately held developer and manufacturer of artificial cervical and lumbar discs.
 
Read More

Press Release

Fisher Container Launches Company Rebrand to PPC Flexible Packaging 

Feb 26, 2018 

Fisher Container Holdings, LLC, a leading provider of custom flexible packaging for food and healthcare industries, today announced the rebranding of its subsidiaries Fisher Container, LLC and Packaging Products Corporation, LLC into the new entity PPC Flexible Packaging.
 
Read More

Press Release

Clinton Burgess Appointed CEO of CoAdvantage 

Feb 05, 2018 

CoAdvantage Corporation, a leading national provider of strategic human resource solutions for small to mid-sized companies, today announced that Clinton Burgess has been appointed Chief Executive Officer of the combined CoAdvantage organization. Mr. Burgess assumes this role following his prior successful leadership as CEO of Progressive Employer Management Company (PEMCO), a Florida-based Professional Employer Organization (PEO), which merged with CoAdvantage in October 2017.
 
Read More

Press Release

Fisher Container Holdings, LLC Adds Industry Veteran Dan Donofrio to Management Team 

Feb 05, 2018 

Fisher Container, a portfolio company majority owned by investment funds managed by Morgan Stanley Capital Partners, today announced the addition of Dan Donofrio to its executive team as Chief Operations Officer.
 
Read More

Press Release

SMT (Sahajanand Medical Technologies) Raises INR 230 Crores of Equity Capital in a Round Led by a Fund Managed by Morgan Stanley Private Equity Asia 

Jan 12, 2018 

Sahajanand Medical Technologies, the leading manufacturer of cardiac stents in India, is pleased to announce that it has successfully raised equity to the tune of Rs. 230 crore in a funding round led by Morgan Stanley Private Equity Asia. Existing Investor Samara Capital also participated in the round.
 
Read More

Press Release

Fund managed by Morgan Stanley PE Asia Invests Rs 152 crore in Manna Foods 

Jan 10, 2018 

A fund managed by Morgan Stanley Private Equity Asia has invested Rs 152 crore in Southern Health Foods, makers of the Manna Foods brand of natural health food products.
 
Read More

Market Outlook

An Emerging Markets Approach to ESG 

Jan 05, 2018 

The Global Emerging Markets Team discusses emerging markets (EM) and the approach they use to incorporate environmental, social, and governance (ESG) factors into their process for picking sustainable countries and companies to invest in.
 
Read More

Press Release

Morgan Stanley Private Equity Asia, Profex and Korres Reach Investment Agreement 

Dec 27, 2017 

Investment funds managed by Morgan Stanley Private Equity Asia (collectively, “MSPEA”), part of Morgan Stanley Investment Management, Profex Inc. (“Profex”), a specialty distributor of dermo-cosmetic products in the People’s Republic of China and Giorgos Korres shareholder of KORRES S.A. NATURAL PRODUCTS (KORRES) announced an investment agreement.
 
Read More

Press Release

Morgan Stanley Energy Partners and Durango Midstream Announce Strategic Partnership 

Nov 21, 2017 

Investment funds managed by Morgan Stanley Energy Partners (collectively, “MSEP”), part of Morgan Stanley Investment Management, and Houston, Texas-based Durango Investment Holdings LLC (“Durango Midstream” or the “Company”) announced today a strategic partnership whereby MSEP has made a majority equity investment in Durango Midstream to support the growth of the Company’s midstream businesses in the Midcontinent region of the United States.
 
Read More

Press Release

Tiff's Treats $25 Million Funding Round Led By Morgan Stanley Expansion Capital 

Nov 15, 2017 

Tiff’s Treats, the Austin-based company that created the warm cookie delivery concept, today announced a $25 million investment round led by investment funds managed by Morgan Stanley Expansion Capital, the growth-focused private investment platform within Morgan Stanley Investment Management. The Series D investment will be used primarily to support further national expansion and continued investment in the company’s technology leading ordering and delivery platform.
 
Read More

Press Release

Morgan Stanley Investment Management Raises over $275 Million for North Haven Expansion Credit 

Oct 11, 2017 

Morgan Stanley Expansion Capital, the growth-focused private investment platform within Morgan Stanley Investment Management, announces that it has closed on over $275 million of capital commitments for North Haven Expansion Credit LP and its related funds (collectively, “Expansion Credit” or the “Fund”), exceeding its fundraising target.
 
Read More

Sustainability Insight

Our Approach on Environmental, Social, and Governance Factors 

Oct 04, 2017 

MSIM appreciates that ESG factors can impact long-term performance. With strong support from our Corporate Governance team, our managers incorporate a deep understanding of ESG into their analysis.
 
Read More

Press Release

Opera TV Unveils New Brand Identity and Latest Innovations at IBC 2017 

Sep 15, 2017 

Opera TV, the global market leader in enabling OTT, today introduced its new brand identity, including a logo and website, meant to better illustrate the company’s mission to enable entertainment everywhere through extraordinary OTT products and services. Vewd will officially launch at IBC from September 15-19, where it will also showcase enhancements to its core technology and preview its latest breakthrough products.
 
Read More

Press Release

Fusion Announces Definitive Agreement to Acquire Birch Communications' Cloud and Business Services Business 

Aug 28, 2017 

Fusion (NASDAQ: FSNN), a leading cloud services provider, announced that it has entered into a definitive agreement to acquire the Cloud and Business Services customers, operations and infrastructure of privately-held Birch Communications, which represents the majority of Birch's current revenues. The transaction is expected to close by the end of 2017.
 
Read More

Press Release

Fisher Container Completes Acquisition of Packaging Products Corporation in Partnership with MSCP 

Jun 04, 2017 

Fisher Container, a portfolio company majority owned by investment funds managed by Morgan Stanley Capital Partners, completes the acquisition of Packaging Products Corporation.
 
Read More

Press Release

Janalakshmi Financial Services receives ‘Operating Licence’ for Small Finance Bank 

Apr 29, 2017 

Janalakshmi Financial Services (JFS), India’s largest microfinance organization, today announced the receipt of final licence from Reserve Bank of India (RBI) to set up Small Finance Bank. The Small Finance Bank will commence operations in the second quarter of the current financial year. JFS plans to set up 300 bank branches during the year covering the major locations in India.
 
Read More

Press Release

Morgan Stanley Capital Partners Completes Investment in Fisher Container 

Feb 03, 2017 

Morgan Stanley Capital Partners announces an investment in Fisher Container via a partnership with experienced plastics and packaging executive, Kevin Keneally, and the current Fisher management team to acquire the company.
 
Read More

Press Release

MSIM Raises over $1.5 Billion for North Haven Capital Partners VI and Committed Co-investments 

Jan 09, 2017 

Morgan Stanley Capital Partners announces that it has raised over $1.5 billion for North Haven Capital Partners VI and its related funds and committed co-investments.
 
Read More

Sustainability Insight

ESG and the Sustainability of Competitive Advantage 

Jan 09, 2017 

ESG factors are integral to assessing the quality of a company. A holistic approach to sustainability may help minimize risk events and identify opportunities characterized by competitive advantages.
 
Read More

Press Release

Morgan Stanley Private Equity Completes Investment in 24 Seven 

Oct 05, 2016 

Morgan Stanley Private Equity announces an investment in 24 Seven, Inc., one of North America’s largest creative and digital human capital management firms.
 
Read More

Press Release

Morgan Stanley Private Equity Completes Investment in Cadence Education 

Sep 06, 2016 

Morgan Stanley Private Equity announces an investment in Cadence Education, Inc., one of the United States’ leading providers of early childhood education.
 
Read More

Press Release

Morgan Stanley Energy Partners and XRI Blue Announce Strategic Partnership 

Aug 23, 2016 

Morgan Stanley Energy Partners ("MSEP") and Midland, TX-based XRI Holdings, LLC (“XRI Blue”), announce a strategic partnership whereby MSEP has made a majority equity investment in XRI Blue.
 
Read More

Press Release

Morgan Stanley Global Private Equity Completes Investment in Pathway Partners 

Aug 22, 2016 

Morgan Stanley Capital Partners announces an investment in Pathway Partners Vet Holding LLC, a leading veterinary hospital owner and operator founded by Dr. Jasen Trautwein in Austin, TX and led by CEO Shawn McVey.
 
Read More

Press Release

MSIM Raises $3.6 Billion for its Second Global Infrastructure Fund and Assembles a $2.2 Billion Co-investment Club 

Mar 03, 2016 

Morgan Stanley Infrastructure Partners announces that it has raised $3.6 billion for North Haven Infrastructure Partners II (NHIP II).
 
Read More

Press Release

Morgan Stanley Global Private Equity Completes Majority Investment in CoAdvantage 

Oct 08, 2015 

Morgan Stanley Capital Partners announces the completion of a majority investment in CoAdvantage, Inc., one of North America’s largest professional employer organizations (PEOs).
 
Read More

Press Release

Morgan Stanley Infrastructure Announces Sale of Southern Star Central Corp 

May 01, 2015 

Morgan Stanley Infrastructure Partners announces that it has agreed to sell Southern Star Central Corp. (Southern Star) to a consortium consisting of affiliates of GE Energy Financial Services and Caisse de dépôt et placement du Québec.
 
Read More

Press Release

Morgan Stanley Infrastructure Announces Sale of Madrileña Red de Gas 

Apr 22, 2015 

Morgan Stanley Infrastructure Partners announces the sale of Madrileña Red de Gas ("MRG") to a consortium formed by EDF Invest, Gingko Tree Investment Ltd, and Dutch pension fund manager PGGM.
 
Read More

Press Release

Morgan Stanley Infrastructure Announces Sale of Montreal Gateway Terminals 

Mar 06, 2015 

Morgan Stanley Infrastructure Partners announces an agreement to sell Montreal Gateway Terminals to a consortium led by Fiera Axium Infrastructure.
 
Read More

Press Release

Morgan Stanley Global Private Equity Completes Sale of EmployBridge  

Feb 10, 2015 

Morgan Stanley Capital Partners announces the completion of the sale of its majority interest in EmployBridge, a leading provider of specialty staffing services, to The Select Family of Staffing Companies, a national provider of workforce management services.
 
Read More

Press Release

Morgan Stanley Infrastructure Enters into Partnership with Respect to Strategic US Midstream Asset 

Sep 16, 2014 

Morgan Stanley Infrastructure Partners announces an agreement to acquire in stages co-control ownership of Eureka Hunter Holdings, LLC, a natural gas gathering system situated in the Marcellus and Utica shale basins in the Appalachian region of the United States.
 
Read More

Press Release

Morgan Stanley Global Private Equity Completes Sale of Learning Care Group  

May 05, 2014 

Morgan Stanley Global Private Equity today announced it has completed the sale of its majority interest in Learning Care Group (U.S.) Inc.
 
Read More

Press Release

Morgan Stanley Global Private Equity Completes the Sale of Zenith 

Mar 06, 2014 

Morgan Stanley Capital Partners announces the completion of the sale of its majority interest in Accelerate Acquisitions Limited, the parent company of Zenith, to HgCapital, a UK-based private equity fund.
 
Read More

Press Release

Morgan Stanley Infrastructure Partners Acquires Full Ownership of Southern Star Central Corp. 

Aug 23, 2012 

Morgan Stanley Infrastructure Partners announces an increased ownership stake to 100 percent of the Common Equity of Southern Star Central Corp., parent company of Southern Star Central Gas Pipeline (Southern Star).
 
Read More

Press Release

Tianhe Chemicals Group Announces Strategic Partnership with Morgan Stanley Private Equity Asia 

Mar 21, 2012 

Morgan Stanley Private Equity Asia announces the closing of a strategic partnership with Tianhe Chemicals Group, a leading specialty chemicals company in China.
 
Read More

Press Release

Morgan Stanley Credit Partners Completes Mezzanine Investment in BarrierSafe Solutions International 

Nov 15, 2011 

Morgan Stanley Credit Partners has provided a $46 million mezzanine loan to help finance the acquisition of BarrierSafe Solutions International (BarrierSafe) by Odyssey Investment Partners.
 
Read More

Press Release

Morgan Stanley Infrastructure Announces Sale of Its Interest in SAESA Group 

Nov 08, 2011 

Morgan Stanley Infrastructure Partners announces the sale of its 50 percent interest in SAESA Group, a Chilean electricity distribution, transmission and generation company, to Alberta Investment Management Corporation (AIMCo) of Canada.
 
Read More

Press Release

Morgan Stanley Credit Partners Completes Mezzanine Investment in H.D. Vest 

Oct 18, 2011 

Morgan Stanley Credit Partners has provided a $43 million mezzanine loan to help finance the acquisition of H.D. Vest Financial Services by Parthenon Capital Partners and Lovell Minnick Partners.
 
Read More

Press Release

Morgan Stanley Private Equity and Sterling Energy Company Announce Strategic Partnership 

Aug 11, 2011 

Morgan Stanley Private Equity and Denver-based Sterling Energy Company announce a strategic partnership whereby Morgan Stanley Private Equity has made a majority equity investment in Sterling Energy.
 
Read More

Press Release

Morgan Stanley Private Equity and Trinity CO2 Announce Strategic Partnership 

Sep 15, 2010 

Morgan Stanley Private Equity and the group of Trinity companies (“Trinity”) announce a strategic partnership whereby Morgan Stanley Private Equity has made a majority equity investment in Trinity.
 
Read More

Press Release

Morgan Stanley Private Equity To Acquire Majority Stake in Zenith Vehicle Contracts Group Limited 

Aug 13, 2010 

Morgan Stanley Capital Partners announces that is has agreed to acquire a 60 per cent stake in Zenith Vehicle Contracts Group Limited, a provider of vehicle outsourcing and management services to the UK corporate sector, from funds advised by Barclays Private Equity and Zenith management.
 
Read More

Press Release

Galp Energia and Morgan Stanley Infrastructure Acquire Certain of Gas Natural’s Gas Distribution Assets and Associated Gas Supply Activities 

Dec 19, 2009 

Galp Energia, SGPS, S.A. and Morgan Stanley Infrastructure Partners announces a definitive agreement to acquire jointly certain of the gas distribution and supply businesses in the region of Madrid from Gas Natural SDG, S.A.
 
Read More

Press Release

Morgan Stanley Private Equity and Triana Energy Announce Second Partnership 

Jun 02, 2009 

Morgan Stanley Private Equity and Charleston, WV-based Triana Energy announce a strategic partnership whereby Morgan Stanley Private Equity has made a majority equity investment in Triana Energy.
 
Read More

Press Release

Morgan Stanley Private Equity Completes Acquisition of Majority Stake in Learning Care Group, Inc. 

Jun 26, 2008 

Morgan Stanley Capital Partners announces the completion of an agreement to acquire a 60 percent stake in Learning Care Group, the U.S. subsidiary of A.B.C. Learning Centres Limited (“ABC”).
 
Read More

Press Release

New Equity Partners for Breitenfeld AG 

Jun 17, 2008 

Morgan Stanley Capital Partners and BAST Investment Group agree to acquire an equity stake in Breitenfeld AG from the majority shareholders of the Austrian specialty steel producer, Fides Privatstiftung and Fortis Privatstiftung.
 
Read More

Press Release

Morgan Stanley Private Equity to Acquire Tops Markets 

Oct 11, 2007 

Morgan Stanley Capital Partners announces that it will acquire Tops Markets, LLC (Tops) from Koninklijke Ahold, N.V. (Ahold). Tops operates under the banners of Tops Markets and Martin’s Super Food Stores.
 
Read More
 

The information presented herein is solely for informational and educational purposes only. It is intended for the benefit of third party issuers and those seeking information about alternatives investment strategies. The information contained herein does not constitute and should not be construed as an offering of advisory services or an offer to sell or a solicitation of an offer to buy any securities in any jurisdiction in which such offer or solicitation, purchase or sale would be unlawful under the securities, insurance or other laws of such jurisdiction.

All information provided has been prepared solely for information purposes and does not constitute an offer or a recommendation to buy or sell any particular security or to adopt any specific investment strategy. The information herein has not been based on a consideration of any individual investor circumstances and is not investment advice, nor should it be construed in any way as tax, accounting, legal or regulatory advice. To that end, investors should seek independent legal and financial advice, including advice as to tax consequences, before making any investment decision.  There is no guarantee that any investment strategy will work under all market conditions, and each investor should evaluate their ability to invest for the long-term, especially during periods of downturn in the market. 

Any views and opinions provided are those of the portfolio management team and are subject to change at any time due to market or economic conditions and may not necessarily come to pass. Furthermore, the views will not be updated or otherwise revised to reflect information that subsequently becomes available or circumstances existing, or changes occurring. The views expressed do not reflect the opinions of all portfolio managers at Morgan Stanley Investment Management or the views of the firm as a whole, and may not be reflected in all the strategies and products that the Firm offers.

Any investments discussed herein are for illustrative purposes only and are provided solely to demonstrate the Team's views and type of analysis used in implementing their investment strategy. There is no guarantee that the investment mentioned will perform well in the future. The statements above reflect the views and opinions of the Team as of the date hereof and not as of any future date, and will not be updated or supplemented.

Diversification does not protect you against a loss in a particular market; however it allows you to spread that risk across various asset classes.  Past performance is no guarantee of future results.

Leveraging Morgan Stanley Resources - Subject to third party confidentiality agreement obligations and information barriers established by Morgan Stanley to manage potential conflicts of interest and applicable allocation policies.

Alternative investments are speculative and include a high degree of risk. Investors could lose all or a substantial amount of their investment. Alternative investments are suitable only for long-term investors willing to forego liquidity and put capital at risk for an indefinite period of time. Alternative investments are typically highly illiquid – there is no secondary market for private funds, and there may be restrictions on redemptions or assigning or otherwise transferring investments into private funds. Alternative investment funds often engage in leverage and other speculative practices that may increase volatility and risk of loss. Alternative investments typically have higher fees and expenses than other investment vehicles, and such fees and expenses will lower returns achieved by investors.

In the ordinary course of its business, Morgan Stanley engages in a broad spectrum of activities including, among others, financial advisory services, investment banking, asset management activities and sponsoring and managing private investment funds. In engaging in these activities, the interest of Morgan Stanley may conflict with the interests of clients.

Alternative investment funds are often unregulated, are not subject to the same regulatory requirements as mutual funds, and are not required to provide periodic pricing or valuation information to investors. The investment strategies described in the preceding pages may not be suitable for your specific circumstances; accordingly, you should consult your own tax, legal or other advisors, at both the outset of any transaction and on an ongoing basis, to determine such suitability.

No investment should be made without proper consideration of the risks and advice from your tax, accounting, legal or other advisors as you deem appropriate.

Morgan Stanley is a full-service securities firm engaged in a wide range of financial services including, for example, securities trading and brokerage activities, investment banking, research and analysis, financing and financial advisory services. Morgan Stanley Investment Management is the asset management division of Morgan Stanley.

 

 

 

It is important that users read the Terms of Use before proceeding as it explains certain legal and regulatory restrictions applicable to the dissemination of information pertaining to Morgan Stanley Investment Management's investment products.

The services described on this website may not be available in all jurisdictions or to all persons. For further details, please see our Terms of Use.

Not FDIC Insured—Offer No Bank Guarantee—May Lose Value
Not Insured By Any Federal Government Agency—Not A Deposit

Privacy & Cookies    •    Terms of Use

©  Morgan Stanley. All rights reserved.

Morgan Stanley Distribution, Inc. Member FINRA/SIPC.