Nathan Sheldon

Executive Director
21 years industry experience

Biography

Nathan Sheldon is an Executive Director of Morgan Stanley where he serves as a Portfolio Manager for the Managed Solutions Group (MSG) of Morgan Stanley Investment Management’s (MSIM) Solutions & Multi-Asset platform. He joined Morgan Stanley in 2004 and has over 20 years of industry experience. Prior to joining Investment Management, Nathan was an Executive Director where he served as head of the cross asset structured products secondary trading desk in the Capital Markets Group at Morgan Stanley Wealth Management (MSWM) overseeing and risk managing a principal trading portfolio for the firm and providing market making responsibilities for MSWM’s structured investment brokerage clients. Previously, he worked as a Vice President in the Financial Engineering group within the Institutional Equity Division of Morgan Stanley’s Institutional Securities Group and was responsible for the modeling, structuring and new issue creation of structured investment products for Institutional and Retail clients and facilitating subsequent liquidity provisions between the firm’s clients and its parent company. Nathan received dual B.A. degrees in Economics and Political Science from the University of Connecticut. He holds the Chartered Financial Analyst designation.

Nathan is a member of the
Managed Solutions Group

View Team

Strategies

Strategy Name	Description
Defensive All World Core Equity Strategy	Seeks to provide investors with core all country equity market exposure, but in a more defensive way seeking lower volatility relative to the MSCI ACWI Net Total Return USD Index. The strategy seeks to achieve lower volatility through a systematically diversified portfolio of structured investments.
Defensive European Large Cap Core Equity Strategy	Seeks to provide investors with core European large cap equity market exposure, but in a more defensive way seeking lower volatility relative to the EURO STOXX 50 Net Return Daily Hedged USD index. The strategy seeks to achieve lower volatility through a systematically diversified portfolio of structured investments.
Defensive International Core Equity Strategy	Seeks to provide investors with core international equity market exposure, but in a more defensive way seeking lower volatility relative to the MSCI EAFE Net Total Return USD index. The strategy seeks to achieve lower volatility through a systematically diversified portfolio of structured investments.
Defensive U.S. Large Cap Core Equity Strategy	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.

Defensive All World Core Equity Strategy

Seeks to provide investors with core all country equity market exposure, but in a more defensive way seeking lower volatility relative to the MSCI ACWI Net Total Return USD Index. The strategy seeks to achieve lower volatility through a systematically diversified portfolio of structured investments.

Defensive European Large Cap Core Equity Strategy

Seeks to provide investors with core European large cap equity market exposure, but in a more defensive way seeking lower volatility relative to the EURO STOXX 50 Net Return Daily Hedged USD index. The strategy seeks to achieve lower volatility through a systematically diversified portfolio of structured investments.

Defensive International Core Equity Strategy

Seeks to provide investors with core international equity market exposure, but in a more defensive way seeking lower volatility relative to the MSCI EAFE Net Total Return USD index. The strategy seeks to achieve lower volatility through a systematically diversified portfolio of structured investments.

Defensive U.S. Large Cap Core Equity Strategy

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.

May not represent all Team Members.

The information on this page is 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.

Nathan Sheldon

Executive Director | 21 years industry experience

Nathan Sheldon

Executive Director 21 years industry experience

Biography

Strategies

Strategies

Executive Director
21 years industry experience