Global Balanced Risk Control Team
Capabilities: Solutions & Multi-Asset
Global Balanced Risk Control Team
Capabilities: Solutions & Multi-Asset

Global Balanced Risk Control Team

Capabilities: Solutions & Multi-Asset

 
 
Summary

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.

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Our volatility-targeted approach is highly flexible, enabling dynamic adjustment of portfolios’ broad asset mix, aiming to deliver stable risk with attractive returns.

 
 
 
Portfolio Managers
Andrew Harmstone
Managing Director
38 years industry experience
Manfred Hui
Managing Director
13 years industry experience
 
 
 
Strategies
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.  
 
 
 
 

As of 08/01/2018. Team information may change from time to time.

There are important differences in how the strategy is carried out in each of the investment vehicles.

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 alternatives 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.

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

 

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