The value of investments and income from them can go down as well as up and investors may get back less than the amount invested.
This is a marketing communication for professional investor use only. Please refer to the confidential private placement memorandum of the 1GT Fund (as supplemented, the "Memorandum") and the Fund's constituent documents (together with the Memorandum, the "Offering Materials") before making any final investment decision.
1 Insurance Asset Risk: MSIM's 1GT private equity strategy has won the Investment Innovation of the Year Award 2022, with judges focusing particularly on the clear climate objectives, direct link to carried interest, and the specific capital efficiency for insurance investors. (https://www.insuranceassetrisk.com/content/awards/insurance-asset-risk-awards-2022-uk-and-europe/winners/investment-innovation-of-the-year-morgan-stanley-investment-management.html). Winners are awarded by Insurance Asset Risk, published by Field Gibson Media; judges are senior industry experts from across Europe and the UK, each chosen for their knowledge, objectivity and credibility. Judging process : Insurance Asset Risk - https://www.insuranceassetrisk.com/content/awards/insurance-asset-risk-awards-2023-uk-and-europe/judging-process.html
2 Subject to third party confidentiality obligations and internal policies and procedures established by Morgan Stanley, including information barriers and allocation policies, to manage potential and actual conflicts of interest and/or in respect of regulatory requirements.
3 Source: Diana Ivanova, Konstantin Stadler, Kjartan Steen-Olsen, Richard Wood, Gibran Vita, Arnold Tukker and Edgar G. Hertwich. 2015. Environmental Impact Assessment of Household Consumption. Journal of Industrial Ecology. DOI: 10.1111/jiec.12371
4 Source: First Insight: 'The State of Consumer Spending: Gen Z Shoppers Demand Sustainable Retail.
5 Diversification does not eliminate the risk of loss
Before deciding to invest in any Morgan Stanley AIP Private Markets Portfolio, the recipient should consider all relevant investment considerations and any conflicts of interest of Morgan Stanley AIP Private Markets. The recipient should have the financial ability and willingness to accept the risks associated with an investment in a Portfolio for an indefinite period of time. An investment in a Portfolio is speculative and involves significant risks. These risks include, but are not limited to, the following: Each investment which would be made on behalf of such Portfolio would be illiquid, and an investor may not be able to transfer its interest in any such investment because of restrictions on transferability of interests. Any potential return on an investor's investment will be reduced by the fees and expenses payable to Morgan Stanley AIP Private Markets, as well as those fees and expenses payable pursuant to the terms of each investment made on behalf of the Portfolio, which may be substantial. In addition, investors unable to meet their funding obligations with respect to any such investment in a timely manner may face severe default penalties, including the forfeiture of any distributions to which an investor may be otherwise entitled. The terms of any investment shall be governed by definitive agreements. Any decision to invest should be made solely in reliance upon such agreements.
This document has been prepared solely for information 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 material contained herein has not been based on a consideration of any individual client 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. Except as otherwise indicated herein, the views and opinions expressed herein are those of Morgan Stanley Investment Management, are based on matters as they exist as of the date of preparation and not as of any future date, and will not be updated or otherwise revised to reflect information that subsequently becomes available or circumstances existing, or changes occurring, after the date hereof.. It is not a product of Morgan Stanley's Research Department and should not be regarded as a research recommendation.
The information contained herein has not been prepared in accordance with legal requirements designed to promote the independence of investment research and is not subject to any prohibition on dealing ahead of the dissemination of investment research. All information contained herein is proprietary and is protected under copyright law.
Performance information is not indicative of future performance or investment returns, and a prospective investor should not view the performance information in this presentation as an indicator of the future performance of a particular fund. Additional information is available upon request.
Certain information contained herein constitutes forward-looking statements, which can be identified by the use of terms such as “may,” “will,” “should,” “expect,” “anticipate,” “project,” “estimate,” “intend,” “continue,” or “believe” (or the negatives thereof) or other variations thereon. Due to various risks and uncertainties, including, but not limited to, those set forth herein, actual events or results or actual performance of any Portfolio may differ materially from those reflected or contemplated in such forward-looking statements. Except as otherwise indicated herein, the views and opinions expressed herein are those of Morgan Stanley AIP Private Markets, are based on matters as they exist as of the date of preparation and not as of any future date, and will not be updated or otherwise revised to reflect information that subsequently becomes available or circumstances existing, or changes occurring, after the date hereof. They are subject to change based on market, economic and other conditions and may not actually come to pass.
The Fund is classified as an Article 9 product under the Sustainable Finance Disclosure Regulation. Article 9 products are those which have a sustainable investment objective and which integrate sustainability into the investment process in a binding manner.
European Economic Area: Issued by MSIM Fund Management (Ireland) Limited. MSIM Fund Management (Ireland) Limited is regulated by the Central Bank of Ireland. MSIM Fund Management (Ireland) Limited is incorporated in Ireland as a private company limited by shares with company registration number 616661 and has its registered address at The Observatory, 7-11 Sir John Rogerson's Quay, Dublin 2, D02 VC42, Ireland.
United Kingdom: Issued by Morgan Stanley Investment Management Limited. Authorised and regulated by the Financial Conduct Authority. Registered in England No. 1981121. Registered Office: 25 Cabot Square, Canary Wharf, London E14 4QA.
Switzerland: Issued by Morgan Stanley & Co. International plc, London, Zurich Branch (“MSIP Zurich”). MSIP Zurich is authorised and regulated by the Swiss Financial Market Supervisory Authority (“FINMA”). Registered Office: Beethovenstrasse 33, 8002 Zurich, Switzerland, Telephone +41 (0) 44 588 1000. The offer and marketing of the Fund in Switzerland will be exclusively made to, and directed at, Qualified Investors only. Accordingly, the Fund has not been and will not be registered with FINMA for distribution to Non-Qualified Investors and distribution of the Fund may be conducted without a Swiss representative or paying agent.
This Presentation 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.