Strategies |
|
|
||||||||||||||||||||||||||||
| Reset |
| Strategy Name |
| Strategy Name |
|
Strategies
Provides diversified exposure to alternative lending platforms and loan segments through investments in loans originated through non-traditional lending platforms1.
|
|
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 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.
|
|
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.
|
|
Offers custom recommendations, advice and account oversight for clients who wish to retain ownership of hedge fund positions.
|
|
Offers custom portfolios that address the unique investment, reporting and administrative objectives of hedge fund investors.
|
|
Provides broad, global exposure to hedge fund managers pursuing a diverse range of investment strategies.
|
|
Provides focused exposure to hedge fund managers pursuing opportunistic strategies.
|
|
Provides focused exposure to hedge fund managers within a single strategy category.
|
|
Provides qualified investors access to single-manager and multi-manager funds dedicated to specific investment sectors.
|
|
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 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
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 Morgan Stanley Liquid Real Assets Strategy seeks total return, targeted to be in excess of inflation, through capital appreciation and current income.
|
|
Invests directly in infrastructure assets and seeks to create value through active asset management and operational improvements.
|
|
Manages global 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.
|
|
Strategies
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 primarily in established large cap companies globally.
|
|
Invests primarily in established companies in the United States that benefit from efficient scale.
|
|
Invests primarily in established companies globally that benefit from efficient scale.
|
|
Invests primarily in established and emerging companies globally.
|
|
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 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 globally in high quality established and emerging companies that the team believes are undervalued at the time of investment.
|
|
Invests internationally in high quality established companies that the team believes are undervalued at the time of investment.
|
|
Invests internationally in high quality established and emerging companies that the team believes are undervalued at the time of investment.
|
|
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.
|
|
Invest primarily in equity securities of small-capitalization companies operating in emerging markets, seeking absolute returns and long-term capital appreciation.
|
|
Invests in equity securities of frontier emerging markets, seeking absolute returns and long-term capital appreciation.
|
|
Invests in emerging market equities with a growth bias, seeking attractive long-term, risk-adjusted returns.
|
|
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 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 high-quality resilient companies with strong management, high returns on capital, and strong free-cash-flow generation.
|
|
Invests in Indian equities with a growth bias, seeking to deliver long-term, risk-adjusted returns.
|
|
Seeks to maintain a diversified portfolio of companies that are primarily domiciled outside of the U.S.
|
|
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
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.
|
|
Invests in a mix of sovereign, quasi-sovereign and corporate debt securities from emerging markets, primarily denominated in U.S. dollars.
|
|
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 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 U.S. government securities and investment-grade corporate bonds with maturities less than three years.
|
|
Invests in high-yielding fixed income securities, primarily euro-denominated corporate debt that offers yields above that generally available on investment-grade debt.
|
|
Strategies 
Provides diversified exposure to alternative lending platforms and loan segments through investments in loans originated through non-traditional lending platforms1.
|
|
Strategies 
Offers custom recommendations, advice and account oversight for clients who wish to retain ownership of hedge fund positions.
|
|
Offers custom portfolios that address the unique investment, reporting and administrative objectives of hedge fund investors.
|
|
Provides broad, global exposure to hedge fund managers pursuing a diverse range of investment strategies.
|
|
Provides focused exposure to hedge fund managers pursuing opportunistic strategies.
|
|
Provides focused exposure to hedge fund managers within a single strategy category.
|
|
Strategies 
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 
Invests primarily in equity securities of non-U.S. issuers with the goal of long-term capital appreciation.
|
|
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 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 
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 primarily in established large cap companies globally.
|
|
Invests primarily in established companies in the United States that benefit from efficient scale.
|
|
Invests primarily in established companies globally that benefit from efficient scale.
|
|
Invests primarily in established and emerging companies globally.
|
|
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 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 globally in high quality established and emerging companies that the team believes are undervalued at the time of investment.
|
|
Invests internationally in high quality established companies that the team believes are undervalued at the time of investment.
|
|
Invests internationally in high quality established and emerging companies that the team believes are undervalued at the time of investment.
|
|
Strategies 
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 
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.
|
|
Invest primarily in equity securities of small-capitalization companies operating in emerging markets, seeking absolute returns and long-term capital appreciation.
|
|
Invests in equity securities of frontier emerging markets, seeking absolute returns and long-term capital appreciation.
|
|
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.
|
|
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.
|
|
Invests in a mix of sovereign, quasi-sovereign and corporate debt securities from emerging markets, primarily denominated in U.S. dollars.
|
|
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 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 U.S. government securities and investment-grade corporate bonds with maturities less than three years.
|
|
Invests in high-yielding fixed income securities, primarily euro-denominated corporate debt that offers yields above that generally available on investment-grade debt.
|
|
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.
|
|
The Morgan Stanley Liquid Real Assets Strategy seeks total return, targeted to be in excess of inflation, through capital appreciation and current income.
|
|
Invests in the equity securities of publicly traded U.S. real estate securities with the goal of long-term, risk-adjusted returns.
|
|
Strategies 
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 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 high-quality resilient companies with strong management, high returns on capital, and strong free-cash-flow generation.
|
|
Seeks to maintain a diversified portfolio of companies that are primarily domiciled outside of the U.S.
|
|
Strategies 
Provides qualified investors access to single-manager and multi-manager funds dedicated to specific investment sectors.
|
|
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 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.
|
|
Strategies 
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 
Makes privately negotiated equity and equity-related investments in middle-market companies primarily located in North America.
|
|
Strategies 
Makes privately negotiated equity and equity-related investments in energy businesses located primarily in North America.
|
|
Strategies 
Makes privately negotiated later-stage investments in technology, health care, consumer, and other sectors.
|
|
Strategies 
Invests in infrastructure platforms and high growth infrastructure services companies which derive their revenues principally from India.
|
|
Strategies 
Invests directly in infrastructure assets and seeks to create value through active asset management and operational improvements.
|
|
Strategies 
Invests in mezzanine debt and related instruments issued by middle-market companies in North America and Western Europe.
|
|
Strategies 
Makes privately negotiated equity and equity-related investments in companies located in the Asia-Pacific region.
|
|
Strategies 
Manages global opportunistic and regional core private real estate investment strategies.
|
|
Strategies 
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 
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.
|