North America
Insurance Solutions
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 include:
- Research on specific industry topics
- Custom peer analysis
- Portfolio optimizations
- Strategic Asset Allocation
- Regulatory support
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
Global
Insurance AUM
North America Insurance AUM
Assets under management includes general account, intermediary, ICOLI and pension assets of insurance companies
Integrated Firm
Holistic and Concerted Partnership with Morgan Stanley
One Morgan Stanley
Strategic Partnership
Expansive Wealth Distribution Network
Meet the Team
We're committed to understanding the objects of each of our insurance clients to support the right balance between return, risk, capital, and regulations.
