We specialize in managing custom alternative investment solutions that enable financial advisors to address the unique risk, return and liquidity objectives of their clients.
We offer a suite of custom multi-asset and alternatives-focused investment solutions for high net worth investors seeking turnkey programs and financial advisors seeking proprietary, bespoke portfolios to offer their clients. Our dedicated custom solutions specialists can tailor portfolios across a broad range of dimensions to accomodate a clients' specific preferences and objectives. Leveraging Morgan Stanley Investment Management's four decades of investment experience, we have the ability to allocate capital across a broad spectrum of traditional fixed income and equity strategies and liquid and illiquid alternative investment funds.
Our approach to designing custom alternative investment solutions aligns with Morgan Stanley's core principle of Putting Clients First. We begin by listening closely to our clients. This enables us to develop solutions that address their needs on both a standalone basis and within the context of their overall investment program. To construct portfolios, we leverage the tools and technology we use to manage capital for some of the world's largest and most sophisticated institutional investors. When we implement client solutions we draw upon the full complement of active and passive intruments to enhance cost efficiency. We leverage the expertise of over 100 alternative investment specialists to source, research and select what we consider to be outstanding investment managers, secondaries and co-investments. To streamline tax reporting, performance analysis and administrative activities we employ investor-friendly structures such as funds-of-one. Finally, we offer clients ongoing personalized client service, knowledge transfer opportunities and investment insights.
Portfolio Solutions Group