About Us
Investment Professionals
Andrew Harmstone
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Andrew Harmstone
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About Us
Investment Professionals
Andrew Harmstone
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Andrew Harmstone
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Managing Director
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Andrew Harmstone
Managing Director
Background
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 38 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.
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Strategies
| Strategy Name | Description |
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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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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. |
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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. |
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.
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.
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.
Insights
2019 Outlook
Dysfunction Junction?
Dec 12, 2018
Counterproductive government policies across markets have weakened the global economy. Many started with sound intentions, some outlived their usefulness and all were exacerbated by the trade war.
Macro Insight
The U.S. Versus the Rest of the World: Divergence and Correction
Oct 04, 2018
Since late spring, there has been a sharp divergence in performance between the U.S. and the rest of the world, with investors flocking into the U.S. market.
Macro Insight
The U.S. Versus the Rest of the World: Divergence and Correction
Oct 04, 2018
This video provides a short summary of the latest Andrew Harmstone Monthly Commentary article.
Global Balanced Risk Control Team View Team Details >
Global Balanced Risk Control Team View Team Details >
