The Mortgage & Securitized investment team offers combined experience analyzing the collateral within U.S. government agency and non-agency MBS markets as well as identifying opportunities for investing in securitized markets across a global spectrum of securitized assets in order to capitalize on potential value opportunities. The team uses a flexible, time-tested approach to capitalize on market inefficiencies caused by limitations or constraints of other market participants, which we believe will result in attractive long-term risk-adjusted returns. The team has developed a proprietary securitized ESG scoring system that is incorporated into their investment process to identify opportunities and risks associated with securitized assets.*

Meet The Team

 
 
 
 
Strategies
Invests in a portfolio of mortgages and securitized debt instruments issued by government agencies and private institutions.  
Invests in a diversified portfolio of mortgage- related securities with the goal of a high level of current income.  
 
 

* Individual vehicles may have specific ESG related goals and restrictions  Please refer to governing documents to understand their binding ESG criteria. 

As of 01/31/2024. 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.

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.

 

This is a Marketing Communication.

Please be aware that liquidity instruments may be subject to certain additional risks. Fixed-income securities are subject to the ability of an issuer to make timely principal and interest payments (credit risk), changes in interest rates (interest-rate risk), the creditworthiness of the issuer and general market liquidity (market risk). In a rising interest-rate environment, bond prices may fall. In a declining interest-rate environment, the portfolio may generate less income.

It is important that users read the Terms of Use before proceeding as it explains certain legal and regulatory restrictions applicable to the dissemination of information pertaining to Morgan Stanley Investment Management's investment products.

The services described on this website may not be available in all jurisdictions or to all persons. For further details, please see our Terms of Use.


Privacy & Cookies    •    Terms of Use

©  Morgan Stanley. All rights reserved.