Customized Solutions

Solutions Tailored
to Your Needs

A customized solution requires specialized investment expertise along with extensive support to ensure it is tailored to your circumstances and investment policy requirements. Our short- and limited-duration customized accounts are versatile enough to address a range of institutional investor needs. Our multi-currency strategies are available for global accounts.

Customized Universe

The below snapshot highlights the ability to customize our short duration fixed income strategies, with each customized solution mandate investing in diversified pool of credit instruments across sectors, in accordance with a mandated benchmark.

STRATEGY NAME GOVERNMENT OBLIGATIONS GOVERNMENT AGENCY OBLIGATION DOMESTIC CP AND BANK OBLIGATIONS CORPORATE DEBT REPURCHASE AGREEMENTS SECURITIZED BENCHMARK
Customized Cash Client-Specific
Short Duration Client-Specific
Citigroup 3-month T-Bills
Multi-Currency   Client-Specific
Citigroup, 1-3 Treasury/ Government Spons. Index

The above represents the typical investments under normal market conditions and is subject to change.

Distinguishing Factors

 

Focus and Expertise

A specialized team within Global Fixed Income with a focus on capital preservation and strong risk-adjusted returns.

 

Customization

High level on customization given client-specific risk, return, liquidity, accounting and tax/regulatory issues.

 
 

Access

Direct access to the portfolio management team, as the team works in partnership with our clients to help optimize their cash and liquidity management.

 

Flexibility

From trade authorization policy to customized reporting, we consistently seek to meet our clients' unique needs.

 

Resources

Daily portfolio and risk monitoring
Daily automated pre- and post-trade investment guideline compliance monitoring with our proprietary and third-party risk analytics
Broad fixed income capabilities, which includes a dedicated credit research team
Market insights to ensure that your portfolio and your overall cash investment program benefit from Morgan Stanley's Latest views
Access to research and strategies from the Global Liquidity and Fixed Income team and other Morgan Stanley divisions
Extensive investment team, including dedicated credit research team
 
Formal portfolio reviews as needed
 
Investment Professionals
Managing Director
31 years industry experience
Managing Director
22 years industry experience
Managing Director
20 years industry experience


 

A separately managed account may not be suitable for all investors. 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 II.

Customized solutions managed according to the strategy include a number of securities and will not necessarily track the performance of any index. This material does not constitute an offer to buy or sell any financial instrument or to participate in any trading strategy.

Check the background of our firm and registered representatives on FINRA's BrokerCheck

Please be aware that liquidity instruments may be subject to certain additional risks. Fixed-income securities are subject to the ability of an issuer to make timely principal and interest payments (credit risk), changes in interest rates (interest-rate risk), the creditworthiness of the issuer and general market liquidity (market risk). In the current rising interest-rate environment, bond prices may fall and may result in periods of volatility and increased portfolio redemptions. Longer-term securities may be more sensitive to interest rate changes. In a declining interest-rate environment, the portfolio may generate less income.

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

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