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Why Choose Morgan Stanley Investment Management

We offer investors access to an ecosystem of innovative products, deep expertise and customized solutions to help drive greater value and unlock portfolio potential.

Innovative Products

Differentiated offerings across asset classes, spanning public and private markets.

Deep Expertise

Actionable insights from our specialized teams help investors access compelling investment opportunities.

Customized Solutions

Tailored strategies that can address investors' unique objectives and align with their investment goals.

By the Numbers

50

Years of History

$1.7Tn

Total AUM

1,400+

Investment Professionals Worldwide

24

Countries

Access to Industry-Leading Teams

We offer a broad range of specialized solutions to clients around the globe. Our independent investment teams are focused on long-term performance and backed by the deep resources of Morgan Stanley. Our solutions are delivered through a full suite of vehicle offerings, including open and closed-end mutual funds, ETFs, CITs, separately managed accounts, UCITS and other commingled funds.

Alternative Investments

Comprehensive offerings include private equity, private credit, real assets and hedge fund solutions.

Equities

Specialized teams bring a distinctive approach to active equities with global reach and local expertise.

Fixed Income

Active fixed income strategies that span geographies, duration and yield targets.

Liquidity

Access to the world’s liquidity markets for institutional and individual investor cash-management needs.

Sustainable Solutions

Research-driven investment principles that aim to meet client mandates across asset classes.

Tax Management

Tailored tax-efficient equity and fixed income strategies to help investors grow and preserve after-tax wealth.

Multi-Asset Solutions

Customizable strategies allow clients greater control over their investments and our model portfolios provide turnkey solutions across asset classes.

Morgan Stanley Investment Management's core expertise in traditional asset classes and alternative investing is rounded out by capabilities delivered through Eaton Vance, Parametric and Calvert.

Featured Insights

All statistics are for Morgan Stanley Investment Management, as of 12/31/24. Assets under management (AUM) includes all discretionary and non-discretionary assets of Morgan Stanley Investment Management and all advisory affiliates. Morgan Stanley Investment Management Fund of Fund assets represent assets under management and assets under supervision. Morgan Stanley Investment Management direct private investing assets represents the basis on which the firm earns management fees, not the market value of the assets owned.

Morgan Stanley Investment Management, the asset management division of Morgan Stanley (NYSE: MS), and its affiliates have arrangements in place to market each other’s products and services. Each Morgan Stanley Investment Management affiliate is regulated as appropriate in the jurisdiction it operates. Morgan Stanley Investment Management’s affiliates are: Eaton Vance Management (International) Limited, Eaton Vance Advisers International Ltd, Calvert Research and Management, Eaton Vance Management, Parametric Portfolio Associates LLC, and Atlanta Capital Management LLC.

Please consider the investment objective, risks, charges and expenses of the fund carefully before investing. The prospectus contains this and other information about the fund. To obtain a prospectus (which includes the applicable fund's current fees and expenses, if different from those in effect as of the date of this fact sheet), download one at https://funds.eatonvance.com/all-mutual-funds.php or contact your financial professional. Please read the prospectus carefully before investing.

Mutual Funds are distributed by Morgan Stanley Distribution, Inc. and Eaton Vance Distributors, Inc. ETF's are distributed by Foreside Fund Services, LLC.