Applied Equity Advisors is an unconstrained, flexible global core manager seeking to drive excess returns, regardless of style or regional market leadership.

The Applied Equity Advisors team, part of our Solutions & Multi-Assets capability, seeks to combine the best of fundamental and quantitative approaches to investing to deliver highly active, style-flexible, concentrated portfolios with heavy emphasis on risk-control techniques throughout the investment process.  The experience and judgment of its portfolio managers serve as an overlay to both the portfolio style positioning and the final stock selection.

 
 
 
Strategies
By employing quantitative models, the team aims to identify 200-300 stocks that, in aggregate, have exposure to factors it believes will drive returns in the current market environment. The final portfolio is designed to have a modest tracking error and align closely with the Russell 1000 Index in terms of industry, sector, style and company size.  
Using a combination of quantitative models and stock-specific research, the strategy aims to invest in approximately 20 global companies with attractive valuations and above-average appreciation potential.  
Using a combination of quantitative models and stock-specific analysis, the strategy aims to provide a highly active global equity portfolio of typically 20 companies that focus on prioritizing sustainability issues that are most material to their business and relevant to their stakeholders. The strategy also employs a socially conscious negative screen.  
Using a combination of quantitative models and stock-specific research, the strategy aims to invest in approximately 30-60 global companies with attractive valuations and above-average appreciation potential.  
Using a combination of quantitative models and stock-specific research, the strategy aims to invest in approximately 30-60 U.S. companies with attractive valuations, above-average appreciation potential and competitive dividend yields.  
 
 

 

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モルガン・スタンレー・インベストメント・マネジメント株式会社
金融商品取引業者 関東財務局長(金商)第410号

加入協会:日本証券業協会、一般社団法人投資信託協会、
一般社団法人日本投資顧問業協会、一般社団法人第二種金融商品取引業協会


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