Alternative Investments

 

Who We Are

We have been committed to managing alternative investment strategies since 1985. Today, we are a leading provider across private equity, private credit, hedge funds, real estate and infrastructure. Backed by the operational strength of a $1.4 trillion AUM1 asset manager, we leverage the strength of our firm to innovate, to deliver best-in-class products and to customize investment programs that meet the unique needs of our clients around the globe. Designed to address investor challenges, our platform includes fund offerings that span investor qualification types, from 1940 Act funds to private placements.

$224.5B
Investable Capital2
As of December 31, 2023

Strength

Unparalleled global reach, resources, and reputation

Structure

Specialized teams with true investment autonomy

Strategies

Diverse range of strategies in markets where we have an edge

Light Bulb - White Transparent

WHY CONSIDER INVESTING IN ALTERNATIVES?

Alternative investments are strategies that cannot be accessed through traditional equity and fixed income solutions. These strategies have the potential to address many of the challenges that face investors today—the need for enhanced income, inflation protection, diversification, and stability amid volatile markets.

 

What We Do

Private Equity

Private Equity

We leverage the firm's global network of talent, relationships, and operational resources to make an outsized impact on a company's growth trajectory.

In addition to investing in private businesses, we allocate capital to compelling fund managers, secondary market opportunities, and co-investments on behalf of clients.

Private Credit

Private Credit

We believe that better partnerships mean better deals, which result in stronger portfolios.

By sharing our intellectual capital, market expertise, relationship network, and operational insights, we help management teams improve the performance of their businesses.

Real Estate

Real Assets

With 30+ years experience identifying, structuring and managing real asset investments, our global platform includes a broad range of private real estate and private infrastructure equity and credit solutions.

Hedge Funds

Hedge Funds

With 20+ years of experience investing in alternative strategies, we have the reputation as a trusted partner.

Our platform includes strategies and services that span geographies, investment types, liquidity preferences and implementation options.

Alternative Solutions

Alternative Solutions

We offer a suite of custom multi-asset and alternatives-focused solutions for investors seeking bespoke portfolios or turnkey programs and advisors seeking proprietary portfolios to offer their clients.

We offer a range of customized solutions including sophisticated tax-management strategies.

 

News & Insights

View All Insights

Who We Are

We have been committed to managing alternative investment strategies since 1985. Today, we are a leading provider across private equity, private credit, hedge funds, real estate and infrastructure. Backed by the operational strength of a $1.4 trillion AUM asset manager, we leverage the strength of our firm to innovate, to deliver best-in-class products and to customize investment programs that meet the unique needs of our clients around the globe. Designed to address investor challenges, our platform includes fund offerings that span investor qualification types, from 1940 Act funds to private placements.

$224.5B
Investable Capital1
As of December 31, 2023

Strength

Unparalleled global reach, resources, and reputation

Structure

Specialized teams with true investment autonomy

Strategies

Diverse range of strategies in markets where we have an edge

Light Bulb - White Transparent

WHY CONSIDER INVESTING IN ALTERNATIVES?

Alternative investments are strategies that cannot be accessed through traditional equity and fixed income solutions. These strategies have the potential to address many of the challenges that face investors today—the need for enhanced income, inflation protection, diversification, and stability amid volatile markets.

What We Do

Private Equity

Private Equity

Read More
Private Credit

Private Credit

Read More
Real Estate

Real Assets

Read More
Hedge Funds

Hedge Funds

Read More
Alternative Solutions

Alternative Solutions

Read More
Learn More
 

1 As of December 31, 2023

2 Investable Capital includes fee-earning assets under management (AUM), unfunded commitments, co-investments and fund leverage.

Diversification does not eliminate the risk of loss. Alternative investment funds are often unregulated, are not subject to the same regulatory requirements as mutual funds, and are not required to provide periodic pricing or valuation information to investors. The investment strategies described in the preceding pages may not be suitable for your specific circumstances; accordingly, you should consult your own tax, legal or other advisors, at both the outset of any transaction and on an ongoing basis, to determine such suitability.

The views and opinions and/or analysis expressed are those of the author or the investment team as of the date of preparation of this material and are subject to change at any time without notice due to market or economic conditions and may not necessarily come to pass. Furthermore, the views will not be updated or otherwise revised to reflect information that subsequently becomes available or circumstances existing, or changes occurring, after the date of publication. The views expressed do not reflect the opinions of all investment personnel at Morgan Stanley Investment Management (MSIM) and its subsidiaries and affiliates (collectively "the Firm"), and may not be reflected in all the strategies and products that the Firm offers.

This material is a general communication, which is not impartial and all information provided has been prepared solely for informational and educational purposes and does not constitute an offer or a recommendation to buy or sell any particular security or to adopt any specific investment strategy. The information herein has not been based on a consideration of any individual investor circumstances and is not investment advice, nor should it be construed in any way as tax, accounting, legal or regulatory advice. To that end, investors should seek independent legal and financial advice, including advice as to tax consequences, before making any investment decision.

The Firm has not authorised financial intermediaries to use and to distribute this material, unless such use and distribution is made in accordance with applicable law and regulation. Additionally, financial intermediaries are required to satisfy themselves that the information in this material is appropriate for any person to whom they provide this material in view of that person's circumstances and purpose. The Firm shall not be liable for, and accepts no liability for, the use or misuse of this material by any such financial intermediary.

This material may be translated into other languages. Where such a translation is made this English version remains definitive. If there are any discrepancies between the English version and any version of this material in another language, the English version shall prevail.

The whole or any part of this material may not be directly or indirectly reproduced, copied, modified, used to create a derivative work, performed, displayed, published, posted, licensed, framed, distributed or transmitted or any of its contents disclosed to third parties without the Firm's express written consent. This material may not be linked to unless such hyperlink is for personal and non-commercial use. All information contained herein is proprietary and is protected under copyright and other applicable law.

DISTRIBUTION

This material is only intended for and will only be distributed to persons resident in jurisdictions where such distribution or availability would not be contrary to local laws or regulations.

MSIM, 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 MSIM affiliate is regulated as appropriate in the jurisdiction it operates. MSIM'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.

This material has been issued by any one or more of the following entities:

EMEA

This material is for Professional Clients/Accredited Investors only.

In the EU, MSIM and Eaton Vance materials are issued by MSIM Fund Management (Ireland) Limited ("FMIL"). FMIL is regulated by the Central Bank of Ireland and is incorporated in Ireland as a private company limited by shares with company registration number 616661 and has its registered address at 24-26 City Quay, Dublin 2, DO2 NY19, Ireland.

Outside the EU, MSIM materials are issued by Morgan Stanley Investment Management Limited (MSIM Ltd) is authorised and regulated by the Financial Conduct Authority. Registered in England. Registered No. 1981121. Registered Office: 25 Cabot Square, Canary Wharf, London E14 4QA.

In Switzerland, MSIM materials are issued by Morgan Stanley & Co. International plc, London (Zurich Branch) Authorised and regulated by the Eidgenössische Finanzmarktaufsicht ("FINMA"). Registered Office: Beethovenstrasse 33, 8002 Zurich, Switzerland.

Outside the US and EU, Eaton Vance materials are issued by Eaton Vance Management (International) Limited ("EVMI") 125 Old Broad Street, London, EC2N 1AR, UK, which is authorised and regulated in the United Kingdom by the Financial Conduct Authority.

Italy: MSIM FMIL (Milan Branch), (Sede Secondaria di Milano) Palazzo Serbelloni Corso Venezia, 16 20121 Milano, Italy. The Netherlands: MSIM FMIL (Amsterdam Branch), Rembrandt Tower, 11th Floor Amstelplein 1 1096HA, Netherlands. France: MSIM FMIL (Paris Branch), 61 rue de Monceau 75008 Paris, France. Spain: MSIM FMIL (Madrid Branch), Calle Serrano 55, 28006, Madrid, Spain. Germany: MSIM FMIL Frankfurt Branch, Große Gallusstraße 18, 60312 Frankfurt am Main, Germany (Gattung: Zweigniederlassung (FDI) gem. § 53b KWG). Denmark: MSIM FMIL (Copenhagen Branch), Gorrissen Federspiel, Axel Towers, Axeltorv2, 1609 Copenhagen V, Denmark.

MIDDLE EAST

Dubai: MSIM Ltd (Representative Office, Unit Precinct 3-7th Floor-Unit 701 and 702, Level 7, Gate Precinct Building 3, Dubai International Financial Centre, Dubai, 506501, United Arab Emirates. Telephone: +97 (0)14 709 7158).

This document is distributed in the Dubai International Financial Centre by Morgan Stanley Investment Management Limited (Representative Office), an entity regulated by the Dubai Financial Services Authority ("DFSA"). It is intended for use by professional clients and market counterparties only. This document is not intended for distribution to retail clients, and retail clients should not act upon the information contained in this document.

U.S.

NOT FDIC INSURED | OFFER NO BANK GUARANTEE | MAY LOSE VALUE | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | NOT A DEPOSIT

ASIA PACIFIC

Hong Kong: This material is disseminated by Morgan Stanley Asia Limited for use in Hong Kong and shall only be made available to "professional investors" as defined under the Securities and Futures Ordinance of Hong Kong (Cap 571). The contents of this material have not been reviewed nor approved by any regulatory authority including the Securities and Futures Commission in Hong Kong. Accordingly, save where an exemption is available under the relevant law, this material shall not be issued, circulated, distributed, directed at, or made available to, the public in Hong Kong. Singapore: This material is disseminated by Morgan Stanley Investment Management Company and may not be circulated or distributed, whether directly or indirectly, to persons in Singapore other than to (i) an accredited investor (ii) an expert investor or (iii) an institutional investor as defined in Section 4A of the Securities and Futures Act, Chapter 289 of Singapore ("SFA"); or (iv) otherwise pursuant to, and in accordance with the conditions of, any other applicable provision of the SFA. This publication has not been reviewed by the Monetary Authority of Singapore. Australia: This material is provided by Morgan Stanley Investment Management (Australia) Pty Ltd ABN 22122040037, AFSL No. 314182 and its affiliates and does not constitute an offer of interests. Morgan Stanley Investment Management (Australia) Pty Limited arranges for MSIM affiliates to provide financial services to Australian wholesale clients. Interests will only be offered in circumstances under which no disclosure is required under the Corporations Act 2001 (Cth) (the "Corporations Act"). Any offer of interests will not purport to be an offer of interests in circumstances under which disclosure is required under the Corporations Act and will only be made to persons who qualify as a "wholesale client" (as defined in the Corporations Act). This material will not be lodged with the Australian Securities and Investments Commission.

This is a Marketing Communication.

It is important that users read the Terms of Use before proceeding as it explains certain legal and regulatory restrictions applicable to the dissemination of information pertaining to Morgan Stanley Investment Management's investment products.

The services described on this website may not be available in all jurisdictions or to all persons. For further details, please see our Terms of Use.


Privacy & Cookies    •    Terms of Use

©  Morgan Stanley. All rights reserved.