Active management.
Client-oriented solutions.
We actively manage capital across public and private markets worldwide, working to create alpha for our portfolios and results for our clients. Our long-tenured professionals aim to provide unique market insights, single-sector and multi-asset strategies, and custom solutions.
Macro Insight
Bloomberg Markets Names Ruchir Sharma One of 50 Most Influential People
Investment Insight
This Top Mutual Fund Manager Seeks Stocks with Sharp Elbows

Capabilities Across the Asset Class Spectrum

Global Emerging Markets Team
PROFILE
Ahead of The Herd

In a recent profile, Ruchir Sharma highlights how he developed a framework for identifying emerging-market winners.

INVESTMENT VIEW
Wall Street’s New Global Thinker

Ruchir Sharma, Head of Emerging Markets and Chief Global Strategist, is featured on the cover of Barron's discussing his original thinking around China, Russia as well as why the U.S., India and Germany are poised for growth.

INSIGHT
Economic Gears of A Disruptive World

Ruchir Sharma offers a system of 10 rules for distinguishing the good economies from the average and the ugly, in his new book The Rise and Fall of Nations: Forces of Change in a Post-Crisis World.

Team Profile
Global Emerging Markets Team
The Global Emerging Markets team bases its investment philosophy on proprietary research that shows how both country-level and stock-specific factors can drive risks and returns in emerging markets.
Private Real Estate Investing
Strategy
Private Real Estate Strategy

    


Capability : Real Assets
Team : Private Real Estate Investing Team
Investment Insight
Real Estate Value Going Green
Mar 31, 2016
New green technology could boost asset values of US office buildings by as much as $35 billion.
Investment Insight
Investing in the Asian Century
By Private Real Estate Investing Research Team
The Morgan Stanley Real Estate Investing Research team provides an analysis of the real estate investment opportunity in Asia by examining current regional and global market conditions and longer term secular trends.
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We seek high-quality assets, irrespective of property type or location.

Private Real Estate Investing Team
Global Fixed Income
Investment Insight
The Changing Investment Climate
By Jim Caron
Investors need to account for a new risk as effects of QE fade. Risk premia, not fundamentals, are driving asset performance. Correlation risks thus rise making diversification harder to achieve.
Investment Insight
A Climate Change for Bonds
By Jim Caron, Marco Spaltro
Jim Caron and Marco Spaltro of the Global Fixed Income team make a case for thinking differently about fixed income allocation while in an environment of rising interest rates.
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We believe that in the long run value prevails and research wins.

Global Fixed Income Team
Global Emerging Markets Equity
Investment Insight
Finding Growth in Emerging Markets
Ashutosh Sinha discusses why he believes some of the best growth is still to be found in the emerging markets, where his team finds it and how the ability to select carefully can make a difference.
Macro Insight
Colombia Without War or Oil
Jul 26, 2016
In this issue of Tales from the Emerging World, the team visits Colombia on the eve of a landmark peace deal, and finds locals looking beyond the end of the civil war to a new issue: how will the economy adapt to life without oil?
Macro Insight
Why Growth Matters in EM Now More Than Ever
By Jitania Kandhari and Steven Quattry
The global slowdown has not been kind to EM but, our Global Emerging Markets team thinks we may be nearing a turning point in the asset class and addresses three compelling questions.

In-depth Market Research

Macro Insight
Global Market and Hedge Fund Commentary - 1Q 2016
Mar 31, 2016
AIP Hedge Fund Solutions Team
Macro Insight
Cutting Through the Noise of Confusing Macro Data
May 31, 2016
Amay and Swanand discuss the implications of macro data on portfolio construction and their stock picking approach.


Who We Serve

Defined Benefit Plans

With four decades of asset management experience, we offer a broad range of investment strategies and outcome-oriented solutions to help private and public pension plan fiduciaries outperform their benchmarks, implement asset/liability strategies, manage risk and address the unique needs of their plan's beneficiaries.

Defined Contribution Plans

We believe that our award-winning active investment funds, spanning both traditional and alternative investment strategies, may enable plan sponsors to enhance the quality and diversity of the investment options that they provide to their participants to help them achieve their personal financial goals.

 
Endowments and Foundations

We specialize in designing and managing custom and commingled investment solutions to help managers of endowments and foundations achieve their return requirements, mitigate macroeconomic and financial risks and, whenever possible, devote more of their time to furthering the overall mission of their organizations.

Sovereign Wealth Funds

Our innovative products, market insights and investment solutions capabilities enable us to address the unique needs of Sovereign Wealth Funds around the world.

 
Insurance Companies

Effective partnership for the long term requires both indepth regulatory knowledge as well as specialist investment expertise. We favor a consultative approach, designed to meet the unique needs of insurance companies.

Consultants

We scan the landscape constantly for opportunities aimed at enhancing the firm's ability to deliver superior investment performance; deepen our commitment to a best-in-class investment culture; and exceed our clients' expectations.