Strategies

Capabilities
Teams

All

Solutions & Multi-Asset

Real Assets

Active Fundamental Equity

Private Credit & Equity

Fixed Income

Solutions & Multi-Asset

AIP Hedge Fund Team

Applied Equity Advisors Team

Fundamental Equity Advisors Team

Global Multi-Asset Team

Managed Futures Team

Portfolio Solutions Group

Real Assets

Global Listed Real Assets Team

Morgan Stanley Infrastructure Partners

Morgan Stanley Real Estate Investing

Active Fundamental Equity

Active International Allocation Team

European Equity Team

Global Emerging Markets Team

Growth Team

International Equity Team

Mitsubishi UFJ Asset Management (UK) Ltd

Saudi Arabian Equity Team

Private Credit & Equity

AIP Private Markets Team

Morgan Stanley Capital Partners

Morgan Stanley Credit Partners

Morgan Stanley Energy Partners

Morgan Stanley Expansion Capital

Morgan Stanley Private Equity Asia

Fixed Income

Global Fixed Income Team

Reset

Capabilities
Teams

Capabilities:

Teams:

Strategy Name

Description

Strategy Name

Team

Description

Strategies Asian Real Estate Securities Strategy Invests in publicly traded Asian real estate securities with the goal of attractive long-term, risk-adjusted returns.		Invests in publicly traded Asian real estate securities with the goal of attractive long-term, risk-adjusted returns.
European Real Estate Securities Strategy Invests in publicly traded European 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.
Global Infrastructure Securities Strategy Invests in the equity securities of publicly traded infrastructure companies worldwide.		Invests in the equity securities of publicly traded infrastructure companies worldwide.
Global Real Estate Securities Strategy Invests in the equity securities of publicly traded real estate securities primarily in developed countries worldwide.		Invests in the equity securities of publicly traded real estate securities primarily in developed countries worldwide.
International Real Estate Securities Strategy Invests in the equity securities of publicly traded real estate securities worldwide, excluding U.S. or North America.		Invests in the equity securities of publicly traded real estate securities worldwide, excluding U.S. or North America.
U.S. Real Estate Securities Strategy 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 U.S. real estate securities with the goal of long-term, risk-adjusted returns.
Private Infrastructure Strategy Invests directly in infrastructure assets and seeks to create value through active asset management and operational improvements.		Invests directly in infrastructure assets and seeks to create value through active asset management and operational improvements.
Private Real Estate Strategy Manages global opportunistic and regional core private real estate investment strategies.		Manages global opportunistic and regional core private real estate investment strategies.
Liquid Real Assets Strategy The Morgan Stanley Liquid Real Assets Strategy seeks total return, targeted to be in excess of inflation, through capital appreciation and current income.		The Morgan Stanley Liquid Real Assets Strategy seeks total return, targeted to be in excess of inflation, through capital appreciation and current income.

Strategies Americas Middle-Market Private Equity Strategy 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 middle-market companies primarily located in North America.
Asia-Pacific Private Equity Strategy 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 companies located in the Asia-Pacific region.
Energy-Focused Private Equity Strategy Makes privately negotiated equity and equity-related investments in energy businesses located primarily in North America.		Makes privately negotiated equity and equity-related investments in energy businesses located primarily in North America.
Expansion Capital Strategy Makes privately negotiated later-stage investments in technology, health care, consumer, and other sectors.		Makes privately negotiated later-stage investments in technology, health care, consumer, and other sectors.
Impact Investing Invests in private equity funds that offer financial return prospects and demonstrable and measurable positive social and environmental impact.		Invests in private equity funds that offer financial return prospects and demonstrable and measurable positive social and environmental impact.
Private Credit Strategy Invests in mezzanine debt and related instruments issued by middle-market companies in North America and Western Europe.		Invests in mezzanine debt and related instruments issued by middle-market companies in North America and Western Europe.
Private Equity Fund Investing - Global Diversified Provides access to a globally diversified portfolio of private equity investments.		Provides access to a globally diversified portfolio of private equity investments.
Private Equity Fund Investing - Thematic 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 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.
Private Equity Secondaries Provides exposure to private equity fund interests acquired in the secondary markets.		Provides exposure to private equity fund interests acquired in the secondary markets.
Private Equity Co-Investments Strategy Provides clients highly tailored co-investments solutions globally and across the private markets strategy spectrum, alongside best-in-class sponsors.		Provides clients highly tailored co-investments solutions globally and across the private markets strategy spectrum, alongside best-in-class sponsors.

Strategies Hedge Funds: Advisory Solutions Offers custom recommendations, advice and account oversight for clients who wish to retain ownership of hedge fund positions.		Offers custom recommendations, advice and account oversight for clients who wish to retain ownership of hedge fund positions.
Hedge Funds: Custom Solutions Offers custom portfolios that address the unique investment, reporting and administrative objectives of hedge fund investors.		Offers custom portfolios that address the unique investment, reporting and administrative objectives of hedge fund investors.
Hedge Funds: Broadly Diversified Provides broad, global exposure to hedge fund managers pursuing a diverse range of investment strategies.		Provides broad, global exposure to hedge fund managers pursuing a diverse range of investment strategies.
Hedge Funds: Opportunistic Provides focused exposure to hedge fund managers pursuing opportunistic strategies.		Provides focused exposure to hedge fund managers pursuing opportunistic strategies.
Hedge Funds: Strategy-Focused Provides focused exposure to hedge fund managers within a single strategy category.		Provides focused exposure to hedge fund managers within a single strategy category.

Strategies Impact Investing Invests in private equity funds that offer financial return prospects and demonstrable and measurable positive social and environmental impact.		Invests in private equity funds that offer financial return prospects and demonstrable and measurable positive social and environmental impact.
Private Equity Fund Investing - Global Diversified Provides access to a globally diversified portfolio of private equity investments.		Provides access to a globally diversified portfolio of private equity investments.
Private Equity Fund Investing - Thematic 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 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.
Private Equity Secondaries Provides exposure to private equity fund interests acquired in the secondary markets.		Provides exposure to private equity fund interests acquired in the secondary markets.
Private Equity Co-Investments Strategy Provides clients highly tailored co-investments solutions globally and across the private markets strategy spectrum, alongside best-in-class sponsors.		Provides clients highly tailored co-investments solutions globally and across the private markets strategy spectrum, alongside best-in-class sponsors.

Strategies All Country Global Equity Allocation Strategy Seeks long-term capital appreciation by investing in global equities utilizing a top-down approach that actively selects regions, countries, sectors and industries.		Seeks long-term capital appreciation by investing in global equities utilizing a top-down approach that actively selects regions, countries, sectors and industries.
All Country World ex US Equity Allocation Strategy Seeks long-term capital appreciation by investing primarily in equity securities of non-U.S. issuers.		Seeks long-term capital appreciation by investing primarily in equity securities of non-U.S. issuers.
Global Equity Allocation Strategy Seeks long-term capital appreciation by investing primarily in global equity securities.		Seeks long-term capital appreciation by investing primarily in global equity securities.

Strategies Applied Enhanced Index Russell 1000 Strategy 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.		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.
Applied Global Concentrated Equity Strategy Using a combination of quantitative models and stock-specific research, the strategy aims to invest in approximately 15 - 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 15 - 20 global companies with attractive valuations and above-average appreciation potential.
Applied Global Core Equity Strategy 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 global companies with attractive valuations and above-average appreciation potential.
Applied U.S. Core Equity Strategy 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.		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 European Champions Strategy Seeks long-term outperformance by investing in European companies that have prominent and maintainable positions in their field.		Seeks long-term outperformance by investing in European companies that have prominent and maintainable positions in their field.
European Equity Alpha Strategy Invests in companies listed on European stock exchanges in a concentrated portfolio with the goal of long-term capital appreciation.		Invests in companies listed on European stock exchanges in a concentrated portfolio with the goal of long-term capital appreciation.
Eurozone Equity Alpha Strategy Invests in companies listed on eurozone stock exchanges in a concentrated portfolio with the goal of long-term capital appreciation.		Invests in companies listed on eurozone stock exchanges in a concentrated portfolio with the goal of long-term capital appreciation.

Strategies Fundamental MLP Portfolio Strategy Seeks to generate income by actively investing in approximately 20-40 Master Limited Partnerships (MLPs) with tax-deferral benefits.		Seeks to generate income by actively investing in approximately 20-40 Master Limited Partnerships (MLPs) with tax-deferral benefits.
Fundamental All Cap Equity ex MLP Strategy Seeks to outperform the Russell 3000 Index with an actively managed portfolio of approximately 25-60 stocks, excluding Master Limited Partnerships (MLPs), with a focus on risk management.		Seeks to outperform the Russell 3000 Index with an actively managed portfolio of approximately 25-60 stocks, excluding Master Limited Partnerships (MLPs), with a focus on risk management.
Fundamental Small/Mid Core Equity Strategy Seeks to outperform the Russell 2500 Index with an actively managed portfolio of approximately 25-60 small and mid cap stocks, with a focus on risk management.		Seeks to outperform the Russell 2500 Index with an actively managed portfolio of approximately 25-60 small and mid cap stocks, with a focus on risk management.

Strategies China A Equity Strategy Invests in the China A-share companies that have a sustainable growth profile and a high or increasing return potential.		Invests in the China A-share companies that have a sustainable growth profile and a high or increasing return potential.
Emerging Markets Leaders Strategy Invests in leading companies operating in emerging markets positioned to potentially benefit from future drivers of growth.		Invests in leading companies operating in emerging markets positioned to potentially benefit from future drivers of growth.
Emerging Markets Small Cap Strategy Invest primarily in equity securities of small-capitalization companies operating in emerging markets, seeking absolute returns and long-term capital appreciation.		Invest primarily in equity securities of small-capitalization companies operating in emerging markets, seeking absolute returns and long-term capital appreciation.
Frontier Markets Equity Strategy Invests in equity securities of frontier 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.
Global Emerging Markets Equity Strategy Invests in emerging market equities with a growth bias, seeking attractive long-term, risk-adjusted returns.		Invests in emerging market equities with a growth bias, seeking attractive long-term, risk-adjusted returns.
Indian Equity Strategy Invests in Indian equities with a growth bias, seeking to deliver long-term, risk-adjusted returns.		Invests in Indian equities with a growth bias, seeking to deliver long-term, risk-adjusted returns.

Strategies Asian Real Estate Securities Strategy Invests in publicly traded Asian real estate securities with the goal of attractive long-term, risk-adjusted returns.		Invests in publicly traded Asian real estate securities with the goal of attractive long-term, risk-adjusted returns.
European Real Estate Securities Strategy Invests in publicly traded European 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.
Global Infrastructure Securities Strategy Invests in the equity securities of publicly traded infrastructure companies worldwide.		Invests in the equity securities of publicly traded infrastructure companies worldwide.
Global Real Estate Securities Strategy Invests in the equity securities of publicly traded real estate securities primarily in developed countries worldwide.		Invests in the equity securities of publicly traded real estate securities primarily in developed countries worldwide.
International Real Estate Securities Strategy Invests in the equity securities of publicly traded real estate securities worldwide, excluding U.S. or North America.		Invests in the equity securities of publicly traded real estate securities worldwide, excluding U.S. or North America.
U.S. Real Estate Securities Strategy 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 U.S. real estate securities with the goal of long-term, risk-adjusted returns.
Liquid Real Assets Strategy The Morgan Stanley Liquid Real Assets Strategy seeks total return, targeted to be in excess of inflation, through capital appreciation and current income.		The Morgan Stanley Liquid Real Assets Strategy seeks total return, targeted to be in excess of inflation, through capital appreciation and current income.

Strategies Global Balanced Income Strategy Invests across global asset classes, aiming to manage total portfolio risk while enhancing returns from tactical positioning and providing a stable, attractive income stream.		Invests across global asset classes, aiming to manage total portfolio risk while enhancing returns from tactical positioning and providing a stable, attractive income stream.
Global Balanced Risk Control Strategy: Fixed Weight Benchmark 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 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 downside protection in volatile markets.
Global Balanced Risk Control Strategy: Total Portfolio Risk Control 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, 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.
Global Tactical Asset Allocation Strategy 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.		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 Advantage Strategy Seeks to invest in high-quality established companies with strong brand recognition, sustainable competitive advantages, strong current free-cash-flow yields and favorable returns on invested capital trends.		Seeks to invest in high-quality established companies with strong brand recognition, sustainable competitive advantages, strong current free-cash-flow yields and favorable returns on invested capital trends.
Asia Opportunity Strategy 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 high quality established and emerging companies located in Asia (excluding Japan) that the team believes are undervalued at the time of investment.
Global Advantage Strategy Seeks to invest globally in high-quality established companies with strong brand recognition, sustainable competitive advantages, strong current free-cash-flow yields and favorable returns on invested capital trends.		Seeks to invest globally in high-quality established companies with strong brand recognition, sustainable competitive advantages, strong current free-cash-flow yields and favorable returns on invested capital trends.
Global Discovery Strategy Seeks to invest in high-quality established and emerging companies located throughout the world with strong free-cash-flow yields and favorable returns on invested capital trends.		Seeks to invest in high-quality established and emerging companies located throughout the world with strong free-cash-flow yields and favorable returns on invested capital trends.
Global Insight Strategy Seeks to invest in high-quality established and cyclical companies located throughout the world with strong free-cash-flow yields and potential favorable returns on invested capital trends.		Seeks to invest in high-quality established and cyclical companies located throughout the world with strong free-cash-flow yields and potential favorable returns on invested capital trends.
Global Opportunity Strategy Invests globally in high quality established and emerging companies 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.
Growth Strategy Seeks to invest in high-quality established and emerging companies with sustainable competitive advantages, strong free-cash-flow yields and potential favorable returns on invested capital trends.		Seeks to invest in high-quality established and emerging companies with sustainable competitive advantages, strong free-cash-flow yields and potential favorable returns on invested capital trends.
Insight Strategy Seeks to invest in high-quality established and cyclical companies with strong free-cash-flow yields and potential favorable returns on invested capital trends.		Seeks to invest in high-quality established and cyclical companies with strong free-cash-flow yields and potential favorable returns on invested capital trends.
International Advantage Strategy Invests internationally in high quality established 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.
International Opportunity Strategy Invests internationally in high quality established and emerging 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.
Mid Cap Growth Strategy Seeks to invest in high-quality established and emerging mid cap companies with sustainable competitive advantages, strong free-cash-flow yields and potential favorable returns on invested capital trends.		Seeks to invest in high-quality established and emerging mid cap companies with sustainable competitive advantages, strong free-cash-flow yields and potential favorable returns on invested capital trends.
Multi Cap Growth Strategy Seeks to invest in high-quality established and emerging companies of all cap sizes with sustainable competitive advantages, strong free-cash-flow yields and potential favorable returns on invested capital trends.		Seeks to invest in high-quality established and emerging companies of all cap sizes with sustainable competitive advantages, strong free-cash-flow yields and potential favorable returns on invested capital trends.
Small Company Growth Strategy Seeks to invest in high-quality established and emerging small cap companies with sustainable competitive advantages, strong free-cash-flow yields and potential favorable returns on invested capital trends.		Seeks to invest in high-quality established and emerging small cap companies with sustainable competitive advantages, strong free-cash-flow yields and potential favorable returns on invested capital trends.

Strategies Global Franchise Strategy 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.
Global Franchise Equity Income Strategy 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.
Global Quality Strategy Invests in high-quality resilient companies with strong management, high returns on 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.
International Equity Strategy Seeks to maintain a diversified portfolio of companies that are primarily domiciled outside of the U.S.		Seeks to maintain a diversified portfolio of companies that are primarily domiciled outside of the U.S.
Global Sustain Strategy 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 25-50 high-quality, world class companies at reasonable valuations that can sustain their high returns on operating capital over the long term.

Strategies Managed Futures: Sector-Focused Provides qualified investors access to single-manager and multi-manager funds dedicated to specific investment sectors.		Provides qualified investors access to single-manager and multi-manager funds dedicated to specific investment sectors.
Managed Futures: Custom Solutions Customized managed futures investment programs designed in accordance with a client's unique needs.		Customized managed futures investment programs designed in accordance with a client's unique needs.
Managed Futures: Multi-Manager Provides qualified investors access to multiple commodity trading advisors and strategies through a single investment vehicle.		Provides qualified investors access to multiple commodity trading advisors and strategies through a single investment vehicle.
Managed Futures: Single-Manager 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.		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

Japanese Equity Strategy

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

Americas Middle-Market Private Equity Strategy

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

Strategies

Private Credit Strategy

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

Strategies

Energy-Focused Private Equity Strategy

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

Strategies

Expansion Capital Strategy

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

Strategies

Private Infrastructure Strategy

Invests directly in infrastructure assets and seeks to create value through active asset management and operational improvements.

Strategies

Asia-Pacific Private Equity Strategy

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

Strategies

Private Real Estate Strategy

Manages global opportunistic and regional core private real estate investment strategies.

Strategies Portfolio Solutions: Liquid Alpha Capture Strategy Seeks to invest in an actively managed portfolio of global equities derived from a select group of top-performing managers.		Seeks to invest in an actively managed portfolio of global equities derived from a select group of top-performing managers.
Portfolio Solutions: Multi-Alternative Strategies Offers discretionary multi-alternative investment solutions tailored to the specific needs and requirements of each client.		Offers discretionary multi-alternative investment solutions tailored to the specific needs and requirements of each client.
Portfolio Solutions: Outsourced CIO Programs Offers comprehensive, full-service discretionary investment management programs 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

Saudi Equity Strategy

Invests in Saudi Arabia listed equities and initial public offerings with the goal of long-term capital appreciation.

The information on this page is solely for informational purposes only. It is intended for the benefit of third party issuers and those seeking information about alternatives investment strategies. The information contained herein does not constitute and should not be construed as an offering of advisory services or an offer to sell or a solicitation of an offer to buy any securities in any jurisdiction in which such offer or solicitation, purchase or sale would be unlawful under the securities, insurance or other laws of such jurisdiction.

All investing involves risks, including a loss of principal. Alternative investments are speculative and involve a high degree of risk. These investments are designed for investors who understand and are willing to accept these risks. Performance may be volatile, and an investor could lose all or a substantial portion of his or her investment.

Please refer to the strategy detail page for important information on the strategy, including additional risk considerations.

Strategies Advantage Strategy Seeks to invest in high-quality established companies with strong brand recognition, sustainable competitive advantages, strong current free-cash-flow yields and favorable returns on invested capital trends.		Seeks to invest in high-quality established companies with strong brand recognition, sustainable competitive advantages, strong current free-cash-flow yields and favorable returns on invested capital trends.
All Country Global Equity Allocation Strategy Seeks long-term capital appreciation by investing in global equities utilizing a top-down approach that actively selects regions, countries, sectors and industries.		Seeks long-term capital appreciation by investing in global equities utilizing a top-down approach that actively selects regions, countries, sectors and industries.
All Country World ex US Equity Allocation Strategy Seeks long-term capital appreciation by investing primarily in equity securities of non-U.S. issuers.		Seeks long-term capital appreciation by investing primarily in equity securities of non-U.S. issuers.
Asia Opportunity Strategy 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 high quality established and emerging companies located in Asia (excluding Japan) that the team believes are undervalued at the time of investment.
China A Equity Strategy Invests in the China A-share companies that have a sustainable growth profile and a high or increasing return potential.		Invests in the China A-share companies that have a sustainable growth profile and a high or increasing return potential.
Emerging Markets Leaders Strategy Invests in leading companies operating in emerging markets positioned to potentially benefit from future drivers of growth.		Invests in leading companies operating in emerging markets positioned to potentially benefit from future drivers of growth.
Emerging Markets Small Cap Strategy Invest primarily in equity securities of small-capitalization companies operating in emerging markets, seeking absolute returns and long-term capital appreciation.		Invest primarily in equity securities of small-capitalization companies operating in emerging markets, seeking absolute returns and long-term capital appreciation.
European Champions Strategy Seeks long-term outperformance by investing in European companies that have prominent and maintainable positions in their field.		Seeks long-term outperformance by investing in European companies that have prominent and maintainable positions in their field.
European Equity Alpha Strategy Invests in companies listed on European stock exchanges in a concentrated portfolio with the goal of long-term capital appreciation.		Invests in companies listed on European stock exchanges in a concentrated portfolio with the goal of long-term capital appreciation.
Eurozone Equity Alpha Strategy Invests in companies listed on eurozone stock exchanges in a concentrated portfolio with the goal of long-term capital appreciation.		Invests in companies listed on eurozone stock exchanges in a concentrated portfolio with the goal of long-term capital appreciation.
Frontier Markets Equity Strategy Invests in equity securities of frontier 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.
Global Advantage Strategy Seeks to invest globally in high-quality established companies with strong brand recognition, sustainable competitive advantages, strong current free-cash-flow yields and favorable returns on invested capital trends.		Seeks to invest globally in high-quality established companies with strong brand recognition, sustainable competitive advantages, strong current free-cash-flow yields and favorable returns on invested capital trends.
Global Discovery Strategy Seeks to invest in high-quality established and emerging companies located throughout the world with strong free-cash-flow yields and favorable returns on invested capital trends.		Seeks to invest in high-quality established and emerging companies located throughout the world with strong free-cash-flow yields and favorable returns on invested capital trends.
Global Equity Allocation Strategy Seeks long-term capital appreciation by investing primarily in global equity securities.		Seeks long-term capital appreciation by investing primarily in global equity securities.
Global Emerging Markets Equity Strategy Invests in emerging market equities with a growth bias, seeking attractive long-term, risk-adjusted returns.		Invests in emerging market equities with a growth bias, seeking attractive long-term, risk-adjusted returns.
Global Franchise Strategy 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.
Global Franchise Equity Income Strategy 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.
Global Insight Strategy Seeks to invest in high-quality established and cyclical companies located throughout the world with strong free-cash-flow yields and potential favorable returns on invested capital trends.		Seeks to invest in high-quality established and cyclical companies located throughout the world with strong free-cash-flow yields and potential favorable returns on invested capital trends.
Global Opportunity Strategy Invests globally in high quality established and emerging companies 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.
Global Quality Strategy Invests in high-quality resilient companies with strong management, high returns on 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.
Growth Strategy Seeks to invest in high-quality established and emerging companies with sustainable competitive advantages, strong free-cash-flow yields and potential favorable returns on invested capital trends.		Seeks to invest in high-quality established and emerging companies with sustainable competitive advantages, strong free-cash-flow yields and potential favorable returns on invested capital trends.
Indian Equity Strategy Invests in Indian equities with a growth bias, seeking to deliver long-term, risk-adjusted returns.		Invests in Indian equities with a growth bias, seeking to deliver long-term, risk-adjusted returns.
Insight Strategy Seeks to invest in high-quality established and cyclical companies with strong free-cash-flow yields and potential favorable returns on invested capital trends.		Seeks to invest in high-quality established and cyclical companies with strong free-cash-flow yields and potential favorable returns on invested capital trends.
International Advantage Strategy Invests internationally in high quality established 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.
International Equity Strategy Seeks to maintain a diversified portfolio of companies that are primarily domiciled outside of the U.S.		Seeks to maintain a diversified portfolio of companies that are primarily domiciled outside of the U.S.
International Opportunity Strategy Invests internationally in high quality established and emerging 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.
Japanese Equity Strategy 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 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.
Mid Cap Growth Strategy Seeks to invest in high-quality established and emerging mid cap companies with sustainable competitive advantages, strong free-cash-flow yields and potential favorable returns on invested capital trends.		Seeks to invest in high-quality established and emerging mid cap companies with sustainable competitive advantages, strong free-cash-flow yields and potential favorable returns on invested capital trends.
Multi Cap Growth Strategy Seeks to invest in high-quality established and emerging companies of all cap sizes with sustainable competitive advantages, strong free-cash-flow yields and potential favorable returns on invested capital trends.		Seeks to invest in high-quality established and emerging companies of all cap sizes with sustainable competitive advantages, strong free-cash-flow yields and potential favorable returns on invested capital trends.
Saudi Equity Strategy Invests in Saudi Arabia listed equities and initial public offerings with the goal of long-term capital appreciation.		Invests in Saudi Arabia listed equities and initial public offerings with the goal of long-term capital appreciation.
Small Company Growth Strategy Seeks to invest in high-quality established and emerging small cap companies with sustainable competitive advantages, strong free-cash-flow yields and potential favorable returns on invested capital trends.		Seeks to invest in high-quality established and emerging small cap companies with sustainable competitive advantages, strong free-cash-flow yields and potential favorable returns on invested capital trends.
Global Sustain Strategy 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 25-50 high-quality, world class companies at reasonable valuations that can sustain their high returns on operating capital over the long term.

Strategies Asian Fixed Income Opportunities Strategy Provides access to a broad spectrum of Asian ex-Japan fixed income investments, seeking to identify the best investment ideas within each market segment.		Provides access to a broad spectrum of Asian ex-Japan fixed income investments, seeking to identify the best investment ideas within each market segment.
Core Fixed Income Strategy Invests in a mix of U.S. denominated investment-grade securities, particularly U.S. government, corporate and securitized assets.		Invests in a mix of U.S. denominated investment-grade securities, particularly U.S. government, corporate and securitized assets.
Core Plus Fixed Income Strategy 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 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.
Emerging Markets Corporate Debt Strategy Invests across the credit spectrum of emerging market corporate issuers, seeking to identify undervalued emerging markets corporate debt securities.		Invests across the credit spectrum of emerging market corporate issuers, seeking to identify undervalued emerging markets corporate debt securities.
Emerging Markets Domestic Debt Strategy 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 range of sovereign, quasi-sovereign and corporate debt securities from emerging markets denominated in emerging market and/or non-U.S. currencies.
Emerging Markets External Debt Strategy Invests in a mix of sovereign, quasi-sovereign and corporate debt securities from emerging markets, primarily denominated in U.S. dollars.		Invests in a mix of sovereign, quasi-sovereign and corporate debt securities from emerging markets, primarily denominated in U.S. dollars.
Emerging Markets Fixed Income Opportunities Strategy Provides access to the full spectrum of emerging markets fixed income with exposure to external, domestic and corporate debt.		Provides access to the full spectrum of emerging markets fixed income with exposure to external, domestic and corporate debt.
European Aggregate Core Strategy 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 euros.
European Aggregate Core Plus Strategy 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 government, corporate and non-government debt denominated in euro and non-euro currencies.
European Credit Strategy Invests in a globally diversified portfolio of high-quality, investment-grade credit from European issuers.		Invests in a globally diversified portfolio of high-quality, investment-grade credit from European issuers.
European Currencies High Yield Bond Strategy 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 high-yielding fixed income securities, primarily euro-denominated corporate debt that offers yields above that generally available on investment-grade debt.
European Short Maturity Strategy Invests in a diversified portfolio of high-quality, euro-denominated, short-dated, investment-grade credits to manage duration exposure.		Invests in a diversified portfolio of high-quality, euro-denominated, short-dated, investment-grade credits to manage duration exposure.
Global Aggregate Fixed Income Strategy Invests in a globally diversified portfolio of multi-currency debt issued by government and non-government issuers.		Invests in a globally diversified portfolio of multi-currency debt issued by government and non-government issuers.
Global Buy and Maintain Credit Strategy 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 debt issued in several currencies by corporations and non-government issuers seeking attractive total returns from income and price appreciation.
Global Convertible Bond Strategy 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 convertible bonds in an effort to take advantage of their attractive historical risk/return characteristics.
Global Credit Strategy Invests in a globally diversified portfolio of multi-currency debt issued by corporations and non-government issuers.		Invests in a globally diversified portfolio of multi-currency debt issued by corporations and non-government issuers.
Global Fixed Income Opportunities Strategy Invests in a diversified global portfolio across the full spectrum of fixed income with the goal of a high level of current income.		Invests in a diversified global portfolio across the full spectrum of fixed income with the goal of a high level of current income.
Global High Yield Strategy Invests globally with a focus on U.S. middle market credits and on larger, higher-quality issuers in Europe and in Asia.		Invests globally with a focus on U.S. middle market credits and on larger, higher-quality issuers in Europe and in Asia.
Global Premier Credit Strategy Invests in a concentrated portfolio of high quality fixed income securities issued globally by corporations and non-governmental agencies.		Invests in a concentrated portfolio of high quality fixed income securities issued globally by corporations and non-governmental agencies.
Global Securitized Strategy Invests in a portfolio of mortgages and securitized debt instruments issued by government agencies and private institutions.		Invests in a portfolio of mortgages and securitized debt instruments issued by government agencies and private institutions.
Government Bond Strategy Seeks a high level of income through value-oriented investing in U.S. government securities.		Seeks a high level of income through value-oriented investing in U.S. government securities.
Sterling Corporate Bond Strategy Invests primarily in sterling-denominated debt and non-gilt fixed income securities issued by corporations and non-government related issuers.		Invests primarily in sterling-denominated debt and non-gilt fixed income securities issued by corporations and non-government related issuers.
Strategic Income Strategy 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 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.
U.S. High Yield Strategy Invests in U.S.-denominated debt issued by corporations and non-government issuers, with a focus on middle market credit.		Invests in U.S.-denominated debt issued by corporations and non-government issuers, with a focus on middle market credit.
U.S. Investment Grade Corporate Strategy Invests in a diversified portfolio of high-quality, investment-grade credit from U.S. issuers.		Invests in a diversified portfolio of high-quality, investment-grade credit from U.S. issuers.
U.S. Limited Duration Strategy Invests in U.S. government, corporate bonds, asset-backed and mortgage-backed securities with maturities less than five years.		Invests in U.S. government, corporate bonds, asset-backed and mortgage-backed securities with maturities less than five years.
U.S. Long Duration Strategy Invests in U.S. government and investment-grade corporate debt securities with at least 10 years to maturity.		Invests in U.S. government and investment-grade corporate debt securities with at least 10 years to maturity.
U.S. Mortgage Strategy Invests in a diversified portfolio of mortgage- related securities with the goal of a high level of current income.		Invests in a diversified portfolio of mortgage- related securities with the goal of a high level of current income.
U.S. Short Duration Strategy Invests primarily in U.S. government securities and investment-grade corporate bonds with maturities less than three years.		Invests primarily in U.S. government securities and investment-grade corporate bonds with maturities less than three years.