Separately Managed Accounts

All
Solutions & Multi-Asset
Active Fundamental Equity
Solutions & Multi-Asset

Applied Equity Advisors Team
Managed Solutions Group
Active Fundamental Equity

Counterpoint Global
Reset

 
 
Strategy Name
Strategy Name
     

Strategies  
 
 
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 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 20 global companies with attractive valuations and above-average appreciation potential.  

 
 
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.  

 
 
Seeks to provide investors with core U.S. large cap equity market exposure, but in a more defensive way seeking lower volatility relative to the S&P 500 index. The strategy seeks to achieve lower volatility through a systematically diversified portfolio of structured investments.  

 

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

    

Strategies   applied-equity-advisors-team
 
 
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 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 20 global companies with attractive valuations and above-average appreciation potential.  

 
 
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.  

 

Strategies   counterpoint-global-team
 
 
Invests primarily in established and emerging large cap companies in the United States.  

 

Strategies   managed-solutions-group
 
 
Seeks to provide investors with core U.S. large cap equity market exposure, but in a more defensive way seeking lower volatility relative to the S&P 500 index. The strategy seeks to achieve lower volatility through a systematically diversified portfolio of structured investments.  

 
 

Investing involves risks including the possible loss of principal. For additional risk considerations, please click on the strategy name to access the strategy detail page.

A separately managed account may not be appropriate for all investors. Separate accounts managed according to the Strategy include a number of securities and will not necessarily track the performance of any index. Please consider the investment objectives, risks and fees of the Strategy carefully before investing. A minimum asset level is required. For important information about the investment manager, please refer to Form ADV Part 2.

 

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.

Not FDIC Insured—Offer No Bank Guarantee—May Lose Value
Not Insured By Any Federal Government Agency—Not A Deposit

Subscriptions    •    Privacy & Cookies    •    Terms of Use

©  Morgan Stanley. All rights reserved.

Morgan Stanley Distribution, Inc. Member FINRA/SIPC.