Managed Futures Team
Capabilities: Solutions & Multi-Asset
Managed Futures Team
Capabilities: Solutions & Multi-Asset

Managed Futures Team

Capabilities: Solutions & Multi-Asset

 
 
Summary

The Managed Futures team, part of our Solutions & Multi-Asset capability, specializes in providing high net worth and institutional investors access to multi-manager and single-manager solutions in managed futures and currency strategies.  The primary objective of our funds is to provide absolute returns and diversify an investor’s portfolio with little to no correlation to traditional investments (i.e., equities and fixed income) and other alternative investment strategies.  The risk/return profiles of the funds vary, dependent upon several factors, including but not limited to, 1) the trading approaches utilized within the fund, 2) whether a fund is single manager or multi-manager, and 3) if it trades a broadly diversified universe of markets or is concentrated in a specific sector, such as energy or currency.  The team consists of five investment professionals who, on behalf of the funds, are responsible for identifying and allocating assets to Commodity Trading Advisors, or CTAs, who the team believes have the potential to add value to a portfolio from both a return and diversification standpoint.

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Experience and expertise distinguishes Morgan Stanley’s Managed Futures team from its competitors.

 
Insights
Investment Insight
Are Managed Futures the Same as Hedge Funds?
Sep 30, 2017
The Managed Futures Team makes the case that managed futures are not the same as hedge funds and that they should have a unique place within a diversified portfolio.
Investment Insight
Managed Futures as a Systematic Investment
Jan 27, 2017
Morgan Stanley Investment Management’s Managed Futures Team discusses the potential benefits of using an allocation to managed futures to mitigate behavioral bias in a portfolio.
 
 
Investment Professionals
Executive Director
26 years industry experience
Head of Managed Futures
26 years industry experience
 
 
Strategies
Offers customized managed futures investment programs on behalf of institutions and ultra-high-net-worth individuals.  
Provides qualified investors access to multiple commodity trading advisors and various unique trading strategies through a single investment vehicle.  
Provides qualified investors access to both single and multi-manager managed-futures funds dedicated to specific investment opportunities, themes, markets and sectors.  
Provides qualified investors access to one commodity trading advisor oftentimes with lower investment minimums and trading advisor management fees than might otherwise be attained through a direct investment with the trading advisor.  
 
 

As of 12/09/2016. Team information may change from time to time.

This is prepared for sophisticated investors who are capable of understanding the risks associated with the investments described herein and may not be appropriate for you.  The information presented represents how the portfolio management team generally implements its investment process under normal market conditions.

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.

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.

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.

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Funds of funds often have a higher fee structure than single manager funds as a result of the additional layer of fees. 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.

A separately managed account may not be suitable for all investors. Separate accounts managed according to the Strategy include a number of securities and will not necessarily track the performance of any index. Please consider the investment objectives, risks and fees of the Strategy carefully before investing. A minimum asset level is required. For important information about the investment manager, please refer to Form ADV Part 2.

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.

The information on this page is solely for informational 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 investing involves risks, including a loss of principal. Alternative investments are speculative and involve a high degree of risk. These investments are designed for investors who understand and are willing to accept these risks. Performance may be volatile, and an investor could lose all or a substantial portion of his or her investment.

 

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