Latin America Annual Conference 2021

Long-term Active Management and Partnership

November 9th – 10th 2021

Latin America Annual Conference 2021

Long-term Active Management and Partnership

November 9th – 10th 2021

MS INVF GLOBAL SUSTAIN FUND

Strong on Engagement
Light on Carbon
Built on Quality

MS INVF GLOBAL SUSTAIN FUND

Strong on Engagement
Light on Carbon
Built on Quality

MORGAN STANLEY INVESTMENT MANAGEMENT & EATON VANCE

A Powerful Combination

Forward-thinking investors have more advanced needs. We provide a diverse selection of strategies and custom solutions to help institutions and high net worth individuals around the world achieve their goals.

MORGAN STANLEY INVESTMENT MANAGEMENT & EATON VANCE

A Powerful Combination

Forward-thinking investors have more advanced needs. We provide a diverse selection of strategies and custom solutions to help institutions and high net worth individuals around the world achieve their goals.

Sustainable Investing

Products ( )

Strategies ( )

Global Equity Observer

Advance Warming

The summer of fire and floods has highlighted the compounding effect of global warming, presenting companies with an array of risks and opportunities. Laura Bottega explains how these ESG factors help shape our portfolios.

Sustainable Finance Disclosure Regulation

Overview and Product Classification

Resources

Factsheets

Sustainable Investing

MS INVF Global Fixed Income Opportunities Fund

Class A

ISIN: LU0694238766

Global Fixed Income Opportunities Fund

MORNINGSTAR OVERALL RATING

Share Class - A

544 EAA Fund Global Flexible Bond - 30-Sep-2021

Past performance is no guarantee of future results. For complete information click here.

Global Fixed Income Bulletin

Traversing Peaks

15-Sep-2021

With investors debating when economic growth, Covid and inflation will peak, it may be useful to focus on what we know with certainty rather than sentiment.

Sustainable Investing

MSIM Fixed Income Engagement Strategy: Integrated, Insightful, Influential

02-Jun-2021

The Global Fixed Income Team explains how they incorporate engagement throughout their investment process.

Team Profile

Global Fixed Income Team

The Global Fixed Income team follows a seamless process with a global outlook. They seek to identify and capture the potential value in situations where the market's implied forecasts are extreme.

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MS INVF US Advantage Fund

MORNINGSTAR OVERALL RATING

Share Class - A

586 EAA Fund US Large-Cap Growth Equity - 30-Sep-2021

Past performance is no guarantee of future results. For complete information click here.

Convergence

Beyond Virtue Signaling

29-Sep-2021

Sustainability Research at Counterpoint Global has produced a method to systematically measure the potential cost of carbon emissions as well as the financial impact of a carbon tax. Our framework allows us to translate these costs into estimates of stock returns. We believe that measuring the cost of carbon emissions allows us to better understand the environmental risks for the companies in our portfolio as well as for those we do not own. We also seek to help our clients benefit from the many opportunities that a low-emissions world could create.

Consilient Observer

Categorizing for Clarity: Cash Flow Statement Adjustments to Improve Insight

Accounting has not kept pace with the changing economics of businesses, which has created a huge gap between what companies report in their financial statements and what an investor needs to understand a business. To better categorize activities, we suggest making adjustments within the statement of cash flows pertaining to stock-based compensation, leases, and intangible investments. We believe these adjustments substantially improve the description of a business. We share a case study of Amazon for 2020 to make the concepts more concrete.

Team Profile

Counterpoint Global

Counterpoint Global, one of our Active Fundamental Equity teams, makes long-term investments in unique companies whose market value can increase significantly for underlying fundamental reasons. Their portfolios are typically concentrated and differentiated from their benchmarks.

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MS INVF Global Balanced Risk Control Fund of Funds

Class A

ISIN: LU0694238501

Global Balanced Risk Control Fund of Funds

MORNINGSTAR OVERALL RATING

Share Class - A

2560 EAA Fund EUR Flexible Allocation - Global - 30-Sep-2021

Past performance is no guarantee of future results. For complete information click here.

Sustainable Investing

Climate Transition

05-Oct-2021

Given the increasingly disruptive force of climate events, achieving net-zero carbon emission promises to be one of the themes driving investment markets over the coming decades. We analyse responses, risks and opportunities by country and sector.

PATH

Winter is Coming?

08-Oct-2021

Winter is coming and growth is slowing – but still healthy. With equity valuations high, we have reduced risk as we see limited upside and fragile, risk-off sentiment. At the same time, we are seeking opportunities to take advantage of any excessive weakness.

Team Profile

Global Balanced Risk Control Team (GBaR)

The Global Balanced Risk Control team follows a global multi-asset approach, differentiated by dynamic risk control aiming to participate in the upside and mitigate the impact of downside volatility.

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In-depth Market Research

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