Quantitative Strategies

The Quantitative and Derivative Strategies (QDS) Group is a team of professionals whose mission is to provide the highest quality quantitative investment analysis and service to Morgan Stanley Institutional Equity Division (IED) clients.

Our products and services cover the following broad areas:
  • Website, Special Reports and Publications ("Global Equity and Derivative Markets" Quarterly — see below)

  • Portfolio Products and Advisory Services (e.g., portfolio trading analytics)

  • Risk Management (e.g., risk decomposition and portfolio re-engineering)

  • Equity Enhancement Strategies (e.g., stock selection, sector rotation)

  • Derivative and Market Driven Trading Strategies (e.g., hedging, yield enhancement)

  • Index Changes and Impact Analysis (e.g., MSCI, S&P 500 and EuroSTOXX50)
In addition to specific products and services, the QDS group is a highly experienced resource for clients and the Firm, connecting quantitative analysis and data to practical investment problems and investment process issues. We develop collaborative relationships with clients through a variety of analytical portfolio services and research products. Our research generally targets a broad audience, but a significant portion of our work focuses on client needs.

Ranging from relatively short-term analytical questions to complex strategic decisions, the QDS group uses its experience, tools, and infrastructure to solve practical client problems.

Client Requests
Comments/suggestions are always appreciated and Morgan Stanley can provide customized modeling analysis or implementation strategies where appropriate. Please e-mail us at qsquery@morganstanley.com.

Global Equity and Derivative Markets is a quarterly publication produced by Morgan Stanley's Quantitative and Derivative Strategies group. This publication analyzes topical issues across the investment process, including: design of a global fund, portfolio enhancement and construction, risk management, use of structured products, quantitative research incorporating asset allocation and stock selection models, volatility and correlation analysis, and hedge fund and derivative strategies. This material is relevant to CIO's, portfolio managers, asset allocation and risk groups, derivative professionals and quantitative analysts.

For online access to the QDS home page or the Global Equity and Derivative Markets home page, you must use Morgan Stanley's Client LinkSM. You must also be a "Qualified Institutional Buyer" (QIB), as defined in Rule 144A under the securities act of 1933. For more information regarding this publication and Client Link, please contact your Morgan Stanley sales representative.
 Other Services

Wealth Management

Services for Small U.S. Businesses

MSCI Barra

Achievements