Portfolio Solutions Group
Capabilities: Solutions & Multi-Asset
Portfolio Solutions Group
Capabilities: Solutions & Multi-Asset

Portfolio Solutions Group

Capabilities: Solutions & Multi-Asset

 
 
Summary

The Portfolio Solutions Group, part of our Solutions and Multi-Asset capability, specializes in managing outsourced CIO programs, custom multi-asset portfolios and liquid alternative investment strategies. The team’s expertise lies in partnering with institutional and high net worth investors to understand their unique needs and crafting solutions to help them achieve their overall investment objectives.

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We believe allocating across return sources provides a clearer view of portfolio risk.

 
Insights
Media Appearance
Rui De Figueiredo in Pensions & Investments: Multi-Asset Investing
May 19, 2017
Rui De Figueiredo, Chief Investment Officer and Co-Head of the Solutions & Multi-Asset Group, shares his views in the P&I Multi-Asset Investing Supplement
Media Appearance
Rui de Figueiredo on Bloomberg TV – Volatility Picking Up
May 18, 2017
Rui De Figueiredo, Co-Head and Chief Investment Officer of the Solutions & Multi-Asset Group for Investment Management appeared on Bloomberg TV.
 
 
Portfolio Managers
Co-Head and CIO of the Solutions & Multi-Asset Group
20 years industry experience
Managing Director
19 years industry experience
Managing Director
21 years industry experience
Executive Director
9 years industry experience
 
 
Strategies
Seeks attractive long-term returns with low correlation to the broader equity markets by identifying and emulating the investment strategies of a select group of top-performing hedge fund managers in a cost-efficient manner.  
Offers discretionary multi-alternative investment solutions tailored to the specific needs and requirements of each client.  
Offers comprehensive, full-service discretionary investment management programs tailored to the specific needs and requirements of each client.  
 
 

As of 2/29/2016. 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.

Real estate values are affected by many factors including interest rates and property tax rates, zoning laws, changes in supply and demand, and in the local, regional and national economies.

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.

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.

 

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

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