Investment Teams

 
Capabilities
 
All
Solutions & Multi-Asset
Real Assets
Active Fundamental Equity
Private Credit & Equity
Fixed Income
Liquidity
 
 
 

Team Name    
 
Solutions & Multi-Asset
The AIP Alternative Lending Group specializes in making allocations to loans underwritten by fintech-driven alternative lending platforms, targeting multiple borrower types.

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Solutions & Multi-Asset
The AIP Hedge Fund team delivers a broad range of portfolio solutions to a global client base. Their strategies include custom hedge fund portfolios and broadly diversified, opportunistic and strategy-specific funds.

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Solutions & Multi-Asset
The Applied Equity Advisors team uses a combination of quantitative models and stock-specific research to seek to identify companies with attractive valuations and competitive dividend yields to deliver a high quality portfolio.

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Solutions & Multi-Asset
The Global Balanced Risk Control (GBaR) team is part of Morgan Stanley Investment Management's (MSIM) broader Global Multi-Asset capability. The team uses a top-down global asset allocation approach within a clearly-defined, risk-controlled framework, targeting an agreed level of risk. The GBaR strategy is highly flexible in its asset allocation, enabling portfolio managers to dynamically adjust positioning across equities, fixed income and cash, to maintain a stable risk profile. The team seeks not only to enhance participation in rising markets, but also provide protection from volatile down markets. They also allocate tactically within asset classes, for example between equity regions and fixed income sub-asset classes with the aim of adding value. The GBaR team manages a variety of portfolios to a range of risk targets, which may be further customised to meet client requirements including capital growth, income and Environmental, Social and Governance (ESG) criteria.

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Solutions & Multi-Asset
The Global Multi-Asset team uses a top-down global macro approach to investing, offering a variety of multi-asset strategies.

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Solutions & Multi-Asset
The Managed Futures Team provides multi-manager and single-manager managed futures and currency strategies.

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Solutions & Multi-Asset
The Managed Solutions Group specializes in outcome-oriented investment strategies that provide tailored exposure to equity markets through separately managed accounts.

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Solutions & Multi-Asset
The Portfolio Solutions Group specializes in managing custom multi-asset portfolios, outsourced CIO programs and liquid alternative investment strategies.

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Real Assets
Calvert invests across the global capital markets seeking the potential for long-term value creation and positive global impact — in our clients’ portfolios, the issuers we research and the global communities in which those issuers operate.

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Real Assets
The Global Listed Real Assets team invests in the equity securities of publicly listed real estate and infrastructure companies that it views as offering the best value, relative to their underlying assets and growth prospects.

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Real Assets
Morgan Stanley India Infrastructure focuses on proprietary, privately-sourced situations in Indian infrastructure. The team seeks to create value through a growth-oriented strategy focused on active asset management and operational improvements.

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Real Assets
Morgan Stanley Infrastructure Partners invests in a diverse range of infrastructure assets predominantly located in OECD countries. The team seeks to create value through active asset management and operational improvements.

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Real Assets
Morgan Stanley Real Estate Investing (MSREI) manages global value-add /opportunistic and regional core real estate investment strategies. The team's experience encompasses a broad array of asset classes, geographic regions and investment themes across all phases of the real estate cycle.

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Active Fundamental Equity
Calvert invests across the global capital markets seeking the potential for long-term value creation and positive global impact — in our clients’ portfolios, the issuers we research and the global communities in which those issuers operate.

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Active Fundamental Equity
Counterpoint Global consists of 54 people, including 30 investors, four disruptive change researchers, two consilient researchers and two sustainability researchers. Counterpoint Global’s culture fosters collaboration, creativity, continued development, and differentiated thinking.

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Active Fundamental Equity
The Emerging Markets Equity team bases its investment philosophy on proprietary research that shows how both country-level and stock-specific factors can drive risks and returns in emerging markets.

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Active Fundamental Equity
The Global Opportunity team creates high conviction, concentrated portfolios of undervalued, high quality businesses with strategies available on a global, regional and customizable basis.

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Active Fundamental Equity
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 reduced downside participation.

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Active Fundamental Equity
The Japanese Equity team invests in stocks that it believes are undervalued but have a high likelihood of a positive price correction. Strategy implementation for the non Japanese Equity portfolio is delegated to our Japanese affiliate Mitsubishi UFJ Asset Management Co., Ltd.

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Active Fundamental Equity
The Saudi Arabian Equity team uses a top-down, bottom-up investment process to identify Saudi Arabia listed stocks with strong earnings potential that are currently out of favor with the market. The team members are based in Riyadh.

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Private Credit & Equity
The AIP Private Markets team provides investors access to broadly diversified and thematic multi-manager portfolios, secondaries, co-investments, impact investing strategies and custom solutions.

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Private Credit & Equity
Morgan Stanley Capital Partners manages a middle-market private equity platform. The team has invested capital in a broad spectrum of industries for over two decades.

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Private Credit & Equity
Morgan Stanley Energy Partners makes control investments in energy companies primarily located in North America. The team focuses on the buyout and build-up of strategically attractive, established energy businesses across the energy value chain in partnership with best-in-class management teams.

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Private Credit & Equity
Morgan Stanley Expansion Capital specializes in equity and credit investments in late-stage private companies that operate in the technology, healthcare, consumer, digital media and other high-growth sectors.

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Private Credit & Equity
Morgan Stanley Next Level is the impact-focused private equity business of Morgan Stanley Investment Management, focusing on privately negotiated equity and equity-related investments with impact.

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Private Credit & Equity
Morgan Stanley Private Credit invests in first and second lien debt; unitranche loans; mezzanine debt; and equity co-investments alongside controlling shareholders to support middle-market companies based in North America and Western Europe. The team seeks to create value as a long-term partner for owner-operated and private equity-backed businesses.

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Private Credit & Equity
Morgan Stanley Private Equity Asia invests primarily in highly structured minority investments and control buyouts in growth-oriented companies located throughout the Asia-Pacific region.

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Private Credit & Equity
Morgan Stanley Tactical Value Investing is an investment platform targeting private, long-term and likely illiquid investments.

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Fixed Income
The Agency Mortgage-Backed Securities (MBS) team has extensive experience analyzing the collateral within U.S. government agency and non-agency MBS markets to identify and exploit potential value opportunities.

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Fixed Income
Calvert invests across the global capital markets seeking the potential for long-term value creation and positive global impact — in our clients’ portfolios, the issuers we research and the global communities in which those issuers operate.

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Fixed Income
The Emerging Markets Debt team looks for opportunities across a vast and differentiated investing universe, sourcing ideas from the broadest possible opportunity set.

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Fixed Income
The Fixed Income Managed Solutions Team is dedicated to delivering customized tax-exempt and taxable fixed income solutions to help meet the goals and income needs of individual investors.

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Fixed Income
Our fixed income investment capabilities are driven by eight specialized teams – Agency MBS, Emerging Markets, Floating-Rate Loans, High Yield, Investment Grade Credit, Municipals, Multi-Sector, and Securitized – which span the global fixed income capital markets.

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Fixed Income
As a pioneer in the floating-rate loan market, the team is dedicated to loan market investing and has a demonstrable track record since 1989.

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Fixed Income
The High Yield team’s approach is centered on the belief that fundamentals and valuations are the best determinants of future returns.

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Fixed Income
The Investment Grade Credit Team seeks opportunities across the full global opportunity set to maximize returns. The team is driven by a combination of rigorous top-down, bottom-up, and ESG-integrated research in order to navigate risk and identify opportunity.

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Fixed Income
The Multi-Sector Fixed Income team unites the expertise of single-sector research and trading teams across the Morgan Stanley Investment Management fixed income platform to identify what they believe are the best opportunities in fixed income.

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Fixed Income
The Municipals team is one of the largest municipal bond-focused teams in the industry with decades of experience. They strive to meet the income and return goals of investors by offering strategies spanning the entire yield curve and credit spectrum.

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Fixed Income
The Securitized team offers an active an opportunistic approach to investing in the securitized markets; instead of focusing on a single geographic region or subsector of the market, the team invests across the entire global spectrum of securitized assets.

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Liquidity
The Global Liquidity team aims to effectively meet clients’ unique cash and working capital needs, offering a broad range of money market funds, ultra short bond funds and customized separate account solutions.

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^The Global Opportunity team is part of Counterpoint Global with access to shared resources across the platform.

Team information may change from time to time.

This material is a general communication, which is not impartial and has been prepared solely for informational and educational purposes and does not constitute an offer or a recommendation to buy or sell any particular security or to adopt any specific investment strategy. All investments involve risks, including the possible loss of principal. The information herein has not been based on a consideration of any individual investor circumstances and is not investment advice, nor should it be construed in any way as tax, accounting, legal or regulatory advice. To that end, investors should seek independent legal and financial advice, including advice as to tax consequences, before making any investment decision.

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.

 

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