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Overview

Morgan Stanley Investment Management’s Insurance Solutions team proudly supports our insurance clients with bespoke investment solutions and a comprehensive range of strategies that align well with insurers’ investment objectives and risk tolerances. We provide risk-based capital efficient solutions across public and private market strategies, and add value through thought leadership across insurance research, portfolio management, strategic asset allocation, reporting, risk management, and rating agency/regulatory considerations.

Direct Access to Insurance
Asset Management Experts

Portfolio Management

Insurance solutions and broader Morgan Stanley Investment Management professionals possess deep experience in managing investment assets for all types of insurers and reinsurers

Risk Management

Risk Management is at the heart of everything we do in assessing insurance company balance sheets, recommending investment opportunities and managing insurance portfolios with unique constraints and objectives

Operations and Finance

Operations and Finance professionals across Morgan Stanley Investment Management with direct insurance experience are available for direct client interaction

M&A and Corporate Development

Professionals within insurance solutions and Morgan Stanley are available to help evaluate the profile of potential run-off block acquisition targets, reinsurance opportunities and many more types of capital markets transactions

Services Available

Services available include:

  • Research on specific industry topics
  • Custom peer analysis
  • Portfolio optimizations
  • Strategic Asset Allocation
  • Regulatory support

Capital Efficient Investment Vehicles

Capital Efficient investment vehicles include:

  • SVO-Rated fixed income ETFs
  • SVO-Rated bank loan commingled fund
  • Alternatives-focused Insurance Dedicated Fund
  • Rated note feeder funds for private credit strategies

$98 Bn

Global Insurance AUM

$32 Bn

Global Insurance AUM

Integrated Firm

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One Morgan Stanley

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Strategic Partnership

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Expansive Wealth
Distribution Network

Meet the Team