Über uns
Anlageteams
Global Balanced Risk Control Team
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Global Balanced Risk Control Team
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Über uns
Anlageteams
Global Balanced Risk Control Team
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Capabilities: Solutions & Multi-Asset
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Global Balanced Risk Control Team
The Global Balanced Risk Control (GBaR) team is part of Morgan Stanley Investment Management's (MSIM) broader Global Multi-Asset capability. The team uses a top-down global asset allocation approach within a clearly-defined, risk-controlled framework, targeting an agreed level of risk. The GBaR strategy is highly flexible in its asset allocation, enabling portfolio managers to dynamically adjust positioning across equities, fixed income and cash, to maintain a stable risk profile.
The team seeks not only to enhance participation in rising markets, but also provide protection from volatile down markets. They also allocate tactically within asset classes, for example between equity regions and fixed income sub-asset classes with the aim of adding value.
The GBaR team manages a variety of portfolios to a range of risk targets, which may be further customised to meet client requirements including capital growth, income and Environmental, Social and Governance (ESG) criteria.
Our volatility-targeted approach is highly flexible, enabling dynamic adjustment of portfolios’ broad asset mix, aiming to deliver stable risk with attractive returns.
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Provides clients highly tailored co-investments solutions globally and across the private markets strategy spectrum, alongside best-in-class sponsors.
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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.
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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.
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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.
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