Committed partner.

Client-oriented solutions.

We are active managers across public and private markets worldwide, working to create alpha for our portfolios. With our deep-rooted culture of partnership, we seek to provide you with unique market insights and help you meet your clients’ needs.

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Macro Insight

8 Investing Trends for 2017 as Globalization Goes into Reverse

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Macro Insight

Les Liaisons Dangereuses?

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Resources

FACTSHEETS

ESG POLICY

We know the value of active management in today's market.

MS INVF Global Opportunity Fund

Class Z

ISIN: LU0552385535

Global Opportunity Fund

DAILY NAV

62.44 USD

MORNINGSTAR OVERALL RATING

Share Class - Z

597 EAA Fund Global Large-Cap Growth Equity - 31-May-2017

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

Investment Insight

Fishing for Stocks in China

Jun 09, 2017

Our location in Hong Kong gives us a unique perspective on the risks and opportunities of investing in China, a market we believe is ripe with opportunity for bottom-up stock picking, particularly in the consumer, internet, healthcare and education industries.

Investment Insight

Global Opportunity: Behind the Scenes with Kristian Heugh

Mar 01, 2016

Kristian Heugh defines the key differentiators and core values of his team’s investment process, focusing on competitive advantage and quality companies able to create value through growth.

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Team Profile

Growth Team

The Growth team seeks capital appreciation by investing with a long-term ownership mindset and focusing on fundamental, bottom-up analysis across the market-cap spectrum and geographies.

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MS INVF Global Brands Fund

Class Z

ISIN: LU0360482987

Global Brands Fund

DAILY NAV

57.65 USD

MORNINGSTAR OVERALL RATING

Share Class - Z

290 EAA Fund Sector Equity Consumer Goods & Services - 31-May-2017

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

Manager Q & A

Q&A with William Lock

Jan 31, 2017

William Lock discusses how a strategy that his team manages has incorporated the Buffett philosophy into a long standing, successful global investment strategy.

Investment Insight

Quality Traits

Jun 30, 2016

High quality companies have the ability, and habit, of generating high and consistent returns on operating capital, which leads to strong free cash flow and the ability to compound over the long term.

Team Profile

International Equity Team

The International Equity team follows a disciplined investment process based on fundamental analysis and bottom-up stock selection. They believe that the best route to attractive long-term returns is through compounding and providing a measure of downside protection.

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MS INVF Global Fixed Income Opportunities Fund

Class Z

ISIN: LU0694239061

Global Fixed Income Opportunities Fund

DAILY NAV

34.15 USD

MORNINGSTAR OVERALL RATING

Share Class - Z

129 EAA Fund Global Flexible Bond - 31-May-2017

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

Macro Insight

A New Bond Mix For Rising Rates

Dec 15, 2016

Bonds are still an important component of portfolio diversification, but it’s now crucial for investors to get the right mix of credit and maturities, says Morgan Stanley Investment Management’s Jim Caron.

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Investment Insight

Global Reflation Continues

Mar 13, 2017

The team discusses interest rates, fiscal policy and the current environment of global markets.

Team Profile

Global Fixed Income Team

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

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In-depth Market Research

Investment Insight

High Yield Bonds In Rising Rates

Dec 21, 2016

It’s high yield and not high quality that tends to perform better in the bond markets as rates start to rise.

Investment Insight

The EDGE: CRISPR

Jan 25, 2017

The Growth Team analyzes clustered regularly interspaced short palindromic repeats (CRISPR), a new tool for genetic research that allows scientists to locate specific segments of DNA and then replace or delete those segments. For investors, it has the potential to birth new industries and disrupt existing medical treatments.

Manager Q & A

Q&A with Nic Sochovsky

Feb 17, 2017

Nic Sochovsky, a portfolio manager on the International Equity Team, discusses the team’s significant exposure to what they consider high-quality Consumer Staples.