The Managed Solutions Group specializes in outcome-oriented investment strategies that provide tailored exposure to equity markets through separately managed accounts.1  The group’s capabilities draw from the collective experience of the team in the areas of structured notes, tax-efficient investing, quantitatively managed equity solutions and cross-asset derivatives.2

 

Structured Investments may not be appropriate for all investors. Investors should carefully review the risks associated with these investments. They are not designed to be short-term trading instruments and involve risks that are not associated with investments in ordinary fixed or floating debt securities. In most instances, investors should be willing and able to hold a structured note to maturity, or risk selling the note at a discount or loss. Payments are subject to the credit risk of the issuer (and the guarantor, if applicable). In the event that the issuer of the structured note were to default, the investor could expect to lose 100% of their initial investment.

 
 

1 An approach that targets a range of return or “payoff”, with an allowance for a defined range of risk at a specific point in time in the future. There is no guarantee any investment objective or target will be achieved. 

2 Morgan Stanley Investment Management does not offer tax advice. Investments may involve complex tax structures and delays in distributing important tax information to investors. The U.S. federal income tax consequences of an investment in the leveraged upside securities are uncertain. There is no direct legal authority regarding the proper U.S. federal income tax treatment of the leveraged upside securities, and we do not plan to request a ruling from the Internal Revenue Service (the “IRS”). Consequently, significant aspects of the tax treatment of the leveraged upside securities are uncertain, and the IRS or a court might not agree with the treatment of the leveraged upside securities as described by the issuer in the relevant offering documents. If the IRS were successful in asserting an alternative treatment for the leveraged upside securities, the tax consequences of the ownership and disposition of the leveraged upside securities could be materially and adversely affected. In addition, in 2007 the Treasury Department and the IRS released a notice requesting comments on various issues regarding the U.S. federal income tax treatment of “prepaid forward contracts” and similar instruments. Any Treasury regulations or other guidance promulgated after consideration of these issues could materially and adversely affect the tax consequences of an investment in the leveraged upside securities, possibly with retroactive effect. You should always consult your own legal or tax professional for information concerning your individual situation.  

 

As of 4/03/2020. Team information may change from time to time.

The information on this page is solely for informational purposes only. It is intended for the benefit of third-party issuers and those seeking information about alternative investment strategies. The information contained herein does not constitute and should not be construed as an offering of advisory services or an offer to sell or a solicitation of an offer to buy any securities in any jurisdiction in which such offer or solicitation, purchase or sale would be unlawful under the securities, insurance or other laws of such jurisdiction.

All investing involves risks, including a loss of principal. Alternative investments are speculative and involve a high degree of risk. These investments are designed for investors who understand and are willing to accept these risks. Performance may be volatile, and an investor could lose all or a substantial portion of his or her investment.

Please refer to the strategy detail page for important information on the strategy, including additional risk considerations.

 

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