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Real Assets
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Real Assets

Calvert Research and Management
Global Listed Real Assets Team
Morgan Stanley India Infrastructure
Morgan Stanley Infrastructure Partners
Morgan Stanley Real Estate Investing
Active Fundamental Equity

Calvert Research and Management
Counterpoint Global
Emerging Markets Equity Team
International Equity Team
Mitsubishi UFJ Asset Management (UK) Ltd
Private Credit & Equity

AIP Private Markets Team
Morgan Stanley Capital Partners
Morgan Stanley Energy Partners
Morgan Stanley Expansion Capital
Morgan Stanley Private Credit
Morgan Stanley Private Equity Asia
Morgan Stanley Tactical Value Investing
Fixed Income

Calvert Research and Management
Emerging Markets Debt Team
High Yield Team
Investment Grade Credit Team
Multi-Sector Fixed Income Team
Securitized Team
Solutions & Multi-Asset

AIP Alternative Lending Group
AIP Hedge Fund Team
Applied Equity Advisors Team
Global Balanced Risk Control Team
Global Multi-Asset Team
Managed Futures Team
Portfolio Solutions Group
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Strategy Name
Strategy Name
           

Strategies  
 
 
Invests in publicly traded Asian real estate securities with the goal of attractive long-term, risk-adjusted returns.  

 
 
Invests in publicly traded European real estate securities with the goal of attractive long-term, risk-adjusted returns.  

 
 
Invests in the equity securities of publicly traded infrastructure companies worldwide.  

 
 
Invests in the equity securities of publicly traded real estate securities primarily in developed countries worldwide.  

 
 
Invests in infrastructure platforms and high growth infrastructure services companies which derive their revenues principally from India.  

 
 
The Infrastructure Strategy is a leading global infrastructure investment platform.  

 
 
Manages global value-add / opportunistic and regional core private real estate investment strategies.  

 
 
Invests in the equity securities of publicly traded U.S. real estate securities with the goal of long-term, risk-adjusted returns.  

 
 
Invests in the equity securities of publicly traded real estate securities primarily in developed countries worldwide.  

 
 
Invests in the equity securities of publicly traded U.S. real estate securities with the goal of long-term, risk-adjusted returns.  

 
 
The Energy Transition and Innovation Opportunities Strategy is guided by Calvert's Principles of Responsible Investing. Calvert seeks to identify and invest in companies that it believes are ESG leaders or improvers, dedicated to capturing a more sustainable economic system.  

                                   

Strategies  
 
 
Invests primarily in equity securities of non-U.S. issuers with the goal of long-term capital appreciation.  

 
 
Invests in high quality established and emerging companies located in Asia (excluding Japan) that the team believes are undervalued at the time of investment.  

 
 
Invests in the China A-share companies that have a sustainable growth profile and a high or increasing return potential.  

 
 
Invests primarily in established and emerging companies globally.  

 
 
Invests primarily in high quality companies located or operating in developing or emerging market countries that the team believes are undervalued at the time of investment.  

 
 
Invests in leading companies operating in emerging markets positioned to potentially benefit from future drivers of growth.  

 
 
Invests primarily in high quality established and emerging companies located in Europe that the team believes are undervalued at the time of investment.  

 
 
Invests in emerging market equities with a growth bias, seeking attractive long-term, risk-adjusted returns.  

 
 
Invests primarily in companies with growing intrinsic value.  

 
 
Invests in global high-quality, franchise businesses, characterized by dominant intangible assets, high returns on invested capital and strong free-cash-flow generation.  

 
 
Invests in global high-quality, franchise businesses, characterized by dominant intangible assets, high returns on invested capital and strong free-cash-flow generation.  

 
 
Invests globally in high quality established and emerging companies that the team believes are undervalued at the time of investment.  

 
 
Invests primarily in established companies globally that benefit from efficient scale.  

 
 
Invests in high-quality resilient companies with strong management, high returns on capital, and strong free-cash-flow generation.  

 
 
Invests in 25-50 high quality, world-class companies at reasonable valuations that can sustain their high returns on operating capital over the long term.  

 
 
Invests primarily in established and emerging small cap companies in the United States.  

 
 
Invests primarily in established and emerging mid cap companies in the United States.  

 
 
Invests primarily in established and emerging large cap companies in the United States.  

 
 
Invests primarily in established and emerging companies in the United States.  

 
 
Invests primarily in established large cap companies in the United States.  

 
 
Invests internationally in high quality established companies that the team believes are undervalued at the time of investment.  

 
 
Invests in Indian equities with a growth bias, seeking to deliver long-term, risk-adjusted returns.  

 
 
Invests primarily in established and emerging companies globally.  

 
 
Invests in both high quality compounders and value opportunities, primarily in developed markets outside the US. The compounders are characterized by high returns on operating capital employed and strong free cash flow. The value opportunities tend to be more cyclical, with improving or mispriced fundamentals.  

 
 
Seeks to maintain a diversified portfolio of companies that are primarily domiciled outside of the U.S.  

 
 
Invests internationally in high quality established and emerging companies that the team believes are undervalued at the time of investment.  

 
 
Invests in Japanese equities with market capitalization of greater than U.S. $400 million, seeking to identify undervalued, quality companies that trade at a substantial discount to their long-term intrinsic value.  

 
 
Invests primarily in established companies in the United States that benefit from efficient scale.  

 
 
Invests in growth-oriented equity securities in overlooked frontier and emerging markets that are in the early stages of the digital revolution.  

 
 
Invests primarily in companies principally engaged in the discovery, development, production, or distribution of products or services related to advances in healthcare.  

 
 
The Calvert Sustainable Climate Aligned Strategy is guided by Calvert’s Principles of Responsible Investing. It seeks to identify companies Calvert considers climate aligned in areas that are material to the long-term performance of a company.  

 
 
Calvert Sustainable Diversity, Equity and Inclusion Strategy is guided by Calvert’s Principles of Responsible Investing. It seeks to invest in companies with demonstrable leadership or meaningful improvement in having a diverse workforce and an equal and inclusive work culture.  

 
 
The Calvert Sustainable Select Strategy is guided by Calvert's Principles of Responsible Investing. Calvert seeks to identify and invest in companies that it believes are ESG leaders or improvers, dedicated to capturing a more sustainable economic system.  

 
 
Invests globally in high quality companies with strong ESG alignment consistent with the United Nations Sustainable Development Goals that the team believes are undervalued at the time of investment. Restricts businesses operating in industries with material environmental and social externalities and/or corporate governance risk, including alcohol, tobacco, fossil fuels and weapons.  

 
 
Invests primarily in high quality companies located or operating in developed market countries that the team believes are undervalued at the time of investment.  

           

Strategies  
 
 
Makes privately negotiated equity and equity-related investments in middle-market companies primarily located in North America.  

 
 
Makes privately negotiated equity and equity-related investments in companies located in the Asia-Pacific region.  

 
 
Makes privately negotiated equity and equity-related investments in energy businesses located primarily in North America.  

 
 
Makes privately negotiated later-stage investments in technology, health care, consumer, and other sectors.  

 
 
Invests in private equity funds that offer financial return prospects and demonstrable and measurable positive social and environmental impact.  

 
 
Invests in mezzanine debt and related instruments issued by middle-market companies in North America and Western Europe.  

 
 
Provides access to a globally diversified portfolio of private equity investments.  

 
 
Provides focused exposure to private market interests within a single strategy category. These themes may include distressed investments, income-oriented investments, real estate and real assets, geographic-specific strategies as well as dedicated secondaries and dedicated co-investment opportunities.  

 
 
Provides exposure to private equity fund interests acquired in the secondary markets.  

 
 
Provides clients highly tailored co-investments solutions globally and across the private markets strategy spectrum, alongside best-in-class sponsors.  

 
 
Provides nimble, opportunistic capital with the flexibility to invest across asset classes, sectors and geographies in changing market environments. Directly interfaces with Morgan Stanley's global platform to source proprietary opportunities.  

                             

Strategies  
 
 
Invests in a mix of U.S. denominated investment-grade securities, particularly U.S. government, corporate and securitized assets.  

 
 
Invests in U.S. denominated investment-grade securities (government, corporate, and securitized) and may invest opportunistically in non-investment-grade and non-U.S. bonds and currencies.  

 
 
Invests across the credit spectrum of emerging market corporate issuers, seeking to identify undervalued emerging markets corporate debt securities.  

 
 
Invests in a range of sovereign, quasi-sovereign and corporate debt securities from emerging markets denominated in emerging market and/or non-U.S. currencies.  

 
 
Provides access to the full spectrum of emerging markets fixed income with exposure to external, domestic and corporate debt.  

 
 
Invests in a diversified portfolio of government, corporate and non-government debt denominated in euros.  

 
 
Invests in a diversified portfolio of government, corporate and non-government debt denominated in euro and non-euro currencies.  

 
 
Invests in a globally diversified portfolio of high-quality, investment-grade credit from European issuers.  

 
 
Invests in high-yielding fixed income securities, primarily euro-denominated corporate debt that offers yields above that generally available on investment-grade debt.  

 
 
Invests in a diversified portfolio of high-quality, euro-denominated, short-dated, investment-grade credits to manage duration exposure.  

 
 
Invests in a globally diversified portfolio of multi-currency debt issued by government and non-government issuers.  

 
 
Invests in a globally diversified portfolio of debt issued in several currencies by corporations and non-government issuers seeking attractive total returns from income and price appreciation.  

 
 
Invests in a globally diversified portfolio of convertible bonds in an effort to take advantage of their attractive historical risk/return characteristics.  

 
 
Invests in a globally diversified portfolio of multi-currency debt issued by corporations and non-government issuers.  

 
 
Invests in a diversified global portfolio across the full spectrum of fixed income with the goal of a high level of current income.  

 
 
Invests globally with a focus on U.S. middle market credits and on larger, higher-quality issuers in Europe and in Asia.  

 
 
Invests in a concentrated portfolio of high quality fixed income securities issued globally by corporations and non-governmental agencies.  

 
 
Invests in a portfolio of mortgages and securitized debt instruments issued by government agencies and private institutions.  

 
 
Seeks a high level of income through value-oriented investing in U.S. government securities.  

 
 
Invests primarily in sterling-denominated debt and non-gilt fixed income securities issued by corporations and non-government related issuers.  

 
 
Invests using an unconstrained approach across the fixed income spectrum with the goal of constructing a portfolio less sensitive to interest rates movements and able to capture positive returns across environments.  

 
 
Invests in U.S.-denominated debt issued by corporations and non-government issuers, with a focus on middle market credit.  

 
 
Invests in a diversified portfolio of high-quality, investment-grade credit from U.S. issuers.  

 
 
Invests in U.S. government, corporate bonds, asset-backed and mortgage-backed securities with maturities less than five years.  

 
 
Invests in U.S. government and investment-grade corporate debt securities with at least 10 years to maturity.  

 
 
Invests in a diversified portfolio of mortgage- related securities with the goal of a high level of current income.  

 
 
Invests primarily in US government securities and investment-grade corporate bonds with maturities less than three years.  

 
 
Invests in a mix of sovereign, quasi-sovereign and corporate debt securities from emerging markets, primarily denominated in U.S. dollars.  

 
 
The Global Green Bond Strategy is guided by Calvert's Principles of Responsible Investing. Calvert seeks to identify and invest in companies that it believes are ESG leaders or improvers, dedicated to capturing a more sustainable economic system.  

                        

Strategies  
 
 
Invests across global asset classes including stocks, bonds, currencies and commodities seeking to create a portfolio that can deliver potential excess returns while managing downside risks in volatile markets.  

 
 
As investors seek to diversify their portfolio exposures beyond traditional assets, alternative lending may offer attractive absolute and risk-adjusted return characteristics. Alternative Lending (also referred to as marketplace lending, peer-to-peer lending and P2P lending) takes place through online platforms that use technology to bring together borrowers underserved by traditional lending institutions with loan investors seeking attractive yield-generating investments. Credit risks underwritten by alternative lenders have expanded over time beyond unsecured consumer, to include small business, autos, commercial and residential real estate, receivables, student loans, and other forms of specialty finance.  

 
 
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.  

 
 
Dynamic Value is a concentrated U.S. value equity strategy. The strategy seeks to identify and dynamically manage exposure to Value stocks (cheapest) and Anti-Value stocks (most expensive) based on their relative attractiveness.  

 
 
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.  

 
 
Invests across global asset classes, including stocks, bonds, currencies and commodities, seeking to exploit inefficiencies between markets, regions and sectors aiming to deliver returns in excess of the benchmark.  

 
 
Offers custom recommendations, advice and account oversight for clients who wish to retain ownership of hedge fund positions.  

 
 
Provides broad, global exposure to hedge fund managers pursuing a diverse range of investment strategies.  

 
 
Offers custom portfolios that address the unique investment, reporting and administrative objectives of hedge fund investors.  

 
 
Provides focused exposure on medium duration opportunistic strategies generally through hedge fund secondaries and co-investment opportunities.  

 
 
Provides focused exposure to hedge fund managers within a single strategy category.  

 
 
Customized managed futures investment programs designed in accordance with a client's unique needs.  

 
 
Provides qualified investors access to multiple commodity trading advisors and strategies through a single investment vehicle.  

 
 
Provides qualified investors access to single-manager and multi-manager funds dedicated to specific investment sectors.  

 
 
Provides qualified investors access to one commodity trading advisor oftentimes with lower investment minimums and trading advisor management fees than might otherwise be attained through a direct investment with the trading advisor.  

 
 
Seeks to invest in an actively managed portfolio of global equities derived from a select group of top-performing managers.  

 
 
Offers discretionary multi-alternative investment solutions tailored to the specific needs and requirements of each client.  

 
 
Offers comprehensive, full-service discretionary investment management programs tailored to the specific needs and requirements of each client.  

     

Strategies   aip-hedge-fund-team
 
 
Offers custom recommendations, advice and account oversight for clients who wish to retain ownership of hedge fund positions.  

 
 
Provides broad, global exposure to hedge fund managers pursuing a diverse range of investment strategies.  

 
 
Offers custom portfolios that address the unique investment, reporting and administrative objectives of hedge fund investors.  

 
 
Provides focused exposure on medium duration opportunistic strategies generally through hedge fund secondaries and co-investment opportunities.  

 
 
Provides focused exposure to hedge fund managers within a single strategy category.  

 

Strategies   capital-partners-team
 
 
Makes privately negotiated equity and equity-related investments in middle-market companies primarily located in North America.  

 

Strategies   private-credit-team
 
 
Invests in mezzanine debt and related instruments issued by middle-market companies in North America and Western Europe.  

 

Strategies   private-equity-asia-team
 
 
Makes privately negotiated equity and equity-related investments in companies located in the Asia-Pacific region.  

 

Strategies   india-infrastructure-team
 
 
Invests in infrastructure platforms and high growth infrastructure services companies which derive their revenues principally from India.  

                   

Strategies   counterpoint-global-team
 
 
Invests in high quality established and emerging companies located in Asia (excluding Japan) that the team believes are undervalued at the time of investment.  

 
 
Invests primarily in established and emerging companies globally.  

 
 
Invests primarily in high quality companies located or operating in developing or emerging market countries that the team believes are undervalued at the time of investment.  

 
 
Invests primarily in high quality established and emerging companies located in Europe that the team believes are undervalued at the time of investment.  

 
 
Invests primarily in companies with growing intrinsic value.  

 
 
Invests globally in high quality established and emerging companies that the team believes are undervalued at the time of investment.  

 
 
Invests primarily in established companies globally that benefit from efficient scale.  

 
 
Invests primarily in established and emerging small cap companies in the United States.  

 
 
Invests primarily in established and emerging mid cap companies in the United States.  

 
 
Invests primarily in established and emerging large cap companies in the United States.  

 
 
Invests primarily in established and emerging companies in the United States.  

 
 
Invests primarily in established large cap companies in the United States.  

 
 
Invests internationally in high quality established companies that the team believes are undervalued at the time of investment.  

 
 
Invests primarily in established and emerging companies globally.  

 
 
Invests internationally in high quality established and emerging companies that the team believes are undervalued at the time of investment.  

 
 
Invests primarily in established companies in the United States that benefit from efficient scale.  

 
 
Invests primarily in companies principally engaged in the discovery, development, production, or distribution of products or services related to advances in healthcare.  

 
 
Invests globally in high quality companies with strong ESG alignment consistent with the United Nations Sustainable Development Goals that the team believes are undervalued at the time of investment. Restricts businesses operating in industries with material environmental and social externalities and/or corporate governance risk, including alcohol, tobacco, fossil fuels and weapons.  

 
 
Invests primarily in high quality companies located or operating in developed market countries that the team believes are undervalued at the time of investment.  

      

Strategies   investment-grade-credit-team
 
 
Invests in a globally diversified portfolio of high-quality, investment-grade credit from European issuers.  

 
 
Invests in a globally diversified portfolio of debt issued in several currencies by corporations and non-government issuers seeking attractive total returns from income and price appreciation.  

 
 
Invests in a globally diversified portfolio of multi-currency debt issued by corporations and non-government issuers.  

 
 
Invests in a concentrated portfolio of high quality fixed income securities issued globally by corporations and non-governmental agencies.  

 
 
Invests primarily in sterling-denominated debt and non-gilt fixed income securities issued by corporations and non-government related issuers.  

 
 
Invests in a diversified portfolio of high-quality, investment-grade credit from U.S. issuers.  

            

Strategies   multi-sector-fixed-income-team
 
 
Invests in a mix of U.S. denominated investment-grade securities, particularly U.S. government, corporate and securitized assets.  

 
 
Invests in U.S. denominated investment-grade securities (government, corporate, and securitized) and may invest opportunistically in non-investment-grade and non-U.S. bonds and currencies.  

 
 
Invests in a diversified portfolio of government, corporate and non-government debt denominated in euros.  

 
 
Invests in a diversified portfolio of government, corporate and non-government debt denominated in euro and non-euro currencies.  

 
 
Invests in a diversified portfolio of high-quality, euro-denominated, short-dated, investment-grade credits to manage duration exposure.  

 
 
Invests in a globally diversified portfolio of multi-currency debt issued by government and non-government issuers.  

 
 
Invests in a diversified global portfolio across the full spectrum of fixed income with the goal of a high level of current income.  

 
 
Seeks a high level of income through value-oriented investing in U.S. government securities.  

 
 
Invests using an unconstrained approach across the fixed income spectrum with the goal of constructing a portfolio less sensitive to interest rates movements and able to capture positive returns across environments.  

 
 
Invests in U.S. government, corporate bonds, asset-backed and mortgage-backed securities with maturities less than five years.  

 
 
Invests in U.S. government and investment-grade corporate debt securities with at least 10 years to maturity.  

 
 
Invests primarily in US government securities and investment-grade corporate bonds with maturities less than three years.  

   

Strategies   portfolio-solutions-group
 
 
Seeks to invest in an actively managed portfolio of global equities derived from a select group of top-performing managers.  

 
 
Offers discretionary multi-alternative investment solutions tailored to the specific needs and requirements of each client.  

 
 
Offers comprehensive, full-service discretionary investment management programs tailored to the specific needs and requirements of each client.  

    

Strategies   emerging-markets-debt-team
 
 
Invests across the credit spectrum of emerging market corporate issuers, seeking to identify undervalued emerging markets corporate debt securities.  

 
 
Invests in a range of sovereign, quasi-sovereign and corporate debt securities from emerging markets denominated in emerging market and/or non-U.S. currencies.  

 
 
Provides access to the full spectrum of emerging markets fixed income with exposure to external, domestic and corporate debt.  

 
 
Invests in a mix of sovereign, quasi-sovereign and corporate debt securities from emerging markets, primarily denominated in U.S. dollars.  

       

Strategies   global-listed-real-assets-team
 
 
Invests in publicly traded Asian real estate securities with the goal of attractive long-term, risk-adjusted returns.  

 
 
Invests in publicly traded European real estate securities with the goal of attractive long-term, risk-adjusted returns.  

 
 
Invests in the equity securities of publicly traded infrastructure companies worldwide.  

 
 
Invests in the equity securities of publicly traded real estate securities primarily in developed countries worldwide.  

 
 
Invests in the equity securities of publicly traded U.S. real estate securities with the goal of long-term, risk-adjusted returns.  

 
 
Invests in the equity securities of publicly traded real estate securities primarily in developed countries worldwide.  

 
 
Invests in the equity securities of publicly traded U.S. real estate securities with the goal of long-term, risk-adjusted returns.  

 

Strategies   expansion-capital-team
 
 
Makes privately negotiated later-stage investments in technology, health care, consumer, and other sectors.  

 

Strategies   energy-partners-team
 
 
Makes privately negotiated equity and equity-related investments in energy businesses located primarily in North America.  

 

Strategies   private-real-estate-investing-team
 
 
Manages global value-add / opportunistic and regional core private real estate investment strategies.  

   

Strategies   global-multi-asset-team
 
 
Invests across global asset classes including stocks, bonds, currencies and commodities seeking to create a portfolio that can deliver potential excess returns while managing downside risks in volatile markets.  

 
 
Dynamic Value is a concentrated U.S. value equity strategy. The strategy seeks to identify and dynamically manage exposure to Value stocks (cheapest) and Anti-Value stocks (most expensive) based on their relative attractiveness.  

 
 
Invests across global asset classes, including stocks, bonds, currencies and commodities, seeking to exploit inefficiencies between markets, regions and sectors aiming to deliver returns in excess of the benchmark.  

 

Strategies   private-infrastructure-team
 
 
The Infrastructure Strategy is a leading global infrastructure investment platform.  

      

Strategies   international-equity-team
 
 
Invests in global high-quality, franchise businesses, characterized by dominant intangible assets, high returns on invested capital and strong free-cash-flow generation.  

 
 
Invests in global high-quality, franchise businesses, characterized by dominant intangible assets, high returns on invested capital and strong free-cash-flow generation.  

 
 
Invests in high-quality resilient companies with strong management, high returns on capital, and strong free-cash-flow generation.  

 
 
Invests in 25-50 high quality, world-class companies at reasonable valuations that can sustain their high returns on operating capital over the long term.  

 
 
Invests in both high quality compounders and value opportunities, primarily in developed markets outside the US. The compounders are characterized by high returns on operating capital employed and strong free cash flow. The value opportunities tend to be more cyclical, with improving or mispriced fundamentals.  

 
 
Seeks to maintain a diversified portfolio of companies that are primarily domiciled outside of the U.S.  

     

Strategies   aip-private-markets-team
 
 
Invests in private equity funds that offer financial return prospects and demonstrable and measurable positive social and environmental impact.  

 
 
Provides access to a globally diversified portfolio of private equity investments.  

 
 
Provides focused exposure to private market interests within a single strategy category. These themes may include distressed investments, income-oriented investments, real estate and real assets, geographic-specific strategies as well as dedicated secondaries and dedicated co-investment opportunities.  

 
 
Provides exposure to private equity fund interests acquired in the secondary markets.  

 
 
Provides clients highly tailored co-investments solutions globally and across the private markets strategy spectrum, alongside best-in-class sponsors.  

    

Strategies   high-yield-team
 
 
Invests in high-yielding fixed income securities, primarily euro-denominated corporate debt that offers yields above that generally available on investment-grade debt.  

 
 
Invests in a globally diversified portfolio of convertible bonds in an effort to take advantage of their attractive historical risk/return characteristics.  

 
 
Invests globally with a focus on U.S. middle market credits and on larger, higher-quality issuers in Europe and in Asia.  

 
 
Invests in U.S.-denominated debt issued by corporations and non-government issuers, with a focus on middle market credit.  

 

Strategies   tactical-value-investing-team
 
 
Provides nimble, opportunistic capital with the flexibility to invest across asset classes, sectors and geographies in changing market environments. Directly interfaces with Morgan Stanley's global platform to source proprietary opportunities.  

      

Strategies   emerging-markets-equity-team
 
 
Invests primarily in equity securities of non-U.S. issuers with the goal of long-term capital appreciation.  

 
 
Invests in the China A-share companies that have a sustainable growth profile and a high or increasing return potential.  

 
 
Invests in leading companies operating in emerging markets positioned to potentially benefit from future drivers of growth.  

 
 
Invests in emerging market equities with a growth bias, seeking attractive long-term, risk-adjusted returns.  

 
 
Invests in Indian equities with a growth bias, seeking to deliver long-term, risk-adjusted returns.  

 
 
Invests in growth-oriented equity securities in overlooked frontier and emerging markets that are in the early stages of the digital revolution.  

     

Strategies   applied-equity-advisors-team
 
 
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.  

 

Strategies   mitsubishi-ufj-asset-management-uk-ltd
 
 
Invests in Japanese equities with market capitalization of greater than U.S. $400 million, seeking to identify undervalued, quality companies that trade at a substantial discount to their long-term intrinsic value.  

 

Strategies   aip-alternative-lending-group
 
 
As investors seek to diversify their portfolio exposures beyond traditional assets, alternative lending may offer attractive absolute and risk-adjusted return characteristics. Alternative Lending (also referred to as marketplace lending, peer-to-peer lending and P2P lending) takes place through online platforms that use technology to bring together borrowers underserved by traditional lending institutions with loan investors seeking attractive yield-generating investments. Credit risks underwritten by alternative lenders have expanded over time beyond unsecured consumer, to include small business, autos, commercial and residential real estate, receivables, student loans, and other forms of specialty finance.  

   

Strategies   global-balanced-risk-control-team
 
 
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.  

   

Strategies   calvert-research-and-management-team
 
 
The Global Green Bond Strategy is guided by Calvert's Principles of Responsible Investing. Calvert seeks to identify and invest in companies that it believes are ESG leaders or improvers, dedicated to capturing a more sustainable economic system.  

 
 
The Energy Transition and Innovation Opportunities Strategy is guided by Calvert's Principles of Responsible Investing. Calvert seeks to identify and invest in companies that it believes are ESG leaders or improvers, dedicated to capturing a more sustainable economic system.  

 
 
The Calvert Sustainable Climate Aligned Strategy is guided by Calvert’s Principles of Responsible Investing. It seeks to identify companies Calvert considers climate aligned in areas that are material to the long-term performance of a company.