Andrew Harmstone

Managing Director
42 years industry experience

Biography

Andrew Harmstone is a senior portfolio manager in the Global Multi-Asset team and heads the Global Balanced Risk Control (GBaR) strategy. He joined Morgan Stanley Investment Management in 2008 and has 42 years of industry experience. Andrew developed his asset allocation experience in the early stages of his career, during his years working at JP Morgan Investment Management (1986–1997). During this period, he also honed his skills using derivatives in an asset allocation context and was appointed a consultant to the Presidential Task Force on Market Mechanisms investigating the 1987 Market Break. Andrew subsequently spent time with Bear Stearns and Lehman Brothers, heading European Quantitative and Derivatives research, being voted 1st place in the 2004 Institutional Investor Survey for European Derivatives Research. Andrew received an M.A. in Business Economics from the University of Pennsylvania, and a B.A. (Honors) in Economics from the University of Wisconsin.

Andrew is a member of the
Global Balanced Risk Control Team

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Strategies

Strategy Name	Description
Global Balanced Income Strategy	Invests across global asset classes, aiming to manage total portfolio risk while enhancing returns from tactical positioning, seeking to deliver attractive returns, a stable income and a measure of downside protection in volatile markets.
Global Balanced Risk Control Strategy: Fixed Weight Benchmark	Invests across global asset classes, aiming to manage tracking error around a fixed-weight benchmark while enhancing returns from tactical positioning and seeking excess returns, with a measure of downside protection in volatile markets.
Global Balanced Risk Control Strategy: Total Portfolio Risk Control	Invests across global asset classes, aiming to manage total portfolio risk while enhancing returns from tactical positioning and seeking to deliver attractive returns and downside protection in volatile markets. The Strategy can be customised to client-specified risk levels, with a range of instruments for implementation of asset class exposures including direct securities, active funds and ETFs.

Global Balanced Income Strategy

Invests across global asset classes, aiming to manage total portfolio risk while enhancing returns from tactical positioning, seeking to deliver attractive returns, a stable income and a measure of downside protection in volatile markets.

Global Balanced Risk Control Strategy: Fixed Weight Benchmark

Invests across global asset classes, aiming to manage tracking error around a fixed-weight benchmark while enhancing returns from tactical positioning and seeking excess returns, with a measure of downside protection in volatile markets.

Global Balanced Risk Control Strategy: Total Portfolio Risk Control

Invests across global asset classes, aiming to manage total portfolio risk while enhancing returns from tactical positioning and seeking to deliver attractive returns and downside protection in volatile markets. The Strategy can be customised to client-specified risk levels, with a range of instruments for implementation of asset class exposures including direct securities, active funds and ETFs.

News & Insights

PATH

The inflation and recession duality

05-Mai-2023

Despite the recent improvement in data, balanced portfolio diversification remains crucial. See how we address this.

PATH

Navigating the turbulence

05-Apr-2023

The Fed’s signal that it is close to ending its hiking should help avoid a sharper recession. See how we are responding.

Insight Article

The Case for Stable Risk-Adjusted Returns: Why Now?

08-Mär-2023

A balanced approach as an alternative to the traditional 60/40 portfolio.

View More Insights

Möglicherweise nicht alle Teammitglieder vertreten.

Die Informationen auf dieser Seite dienen ausschließlich Informationszwecken. Sie richten sich an Fremdemittenten und Personen auf der Suche nach Informationen über alternative Anlagestrategien. Die hierin enthaltenen Informationen stellen weder ein Angebot für Beratungsleistungen noch ein Verkaufsangebot noch eine Aufforderung zur Angebotsstellung für den Kauf jeglicher Wertpapiere in Rechtsgebieten dar, in denen solche Angebote, Aufforderungen, Käufe oder Verkäufe gegen Wertpapier- und Versicherungsgesetze oder anderweitige Gesetze dieses Rechtsgebiets verstoßen, und sind auch nicht so auszulegen.

Jede Anlageentscheidung ist mit Risiken verbunden, die auch einen Verlust des eingesetzten Kapitals umfassen. Alternative Anlagen sind spekulativer Natur und bergen ein hohes Risiko. Diese Anlagen richten sich ausschließlich an Anleger, die diese Risiken verstehen und bereit sind, sie in Kauf zu nehmen. Die Performance ist möglicherweise volatil, und ein Anleger kann das investierte Kapital unter Umständen vollständig oder zu einem großen Teil verlieren.

Weitere wichtige Informationen und ergänzende Risikoerwägungen finden Sie auf der Seite mit Einzelheiten zur Strategie.

Andrew Harmstone

Managing Director | 42 years industry experience

Andrew Harmstone

Managing Director 42 years industry experience

Biography

Strategies

Strategies

News & Insights

News & Insights

Managing Director
42 years industry experience