Strategies

All

AIP Alternative Lending Group
Applied Equity Advisors Team
Broad Markets Fixed Income Team
Calvert Research and Management
Counterpoint Global
Emerging Markets Debt Team
Emerging Markets Equity Team
Global Balanced Risk Control Team
Global Listed Real Assets Team

Global Opportunity Team^

High Yield Team
International Equity Team
Managed Futures Team
Morgan Stanley Capital Partners
Morgan Stanley Infrastructure Partners
Morgan Stanley Real Estate Investing
Securitized Team

AIP Alternative Lending Group
Applied Equity Advisors Team
Broad Markets Fixed Income Team
Calvert Research and Management
Counterpoint Global
Emerging Markets Debt Team
Emerging Markets Equity Team
Global Balanced Risk Control Team
Global Listed Real Assets Team

Global Opportunity Team^

High Yield Team
International Equity Team
Managed Futures Team
Morgan Stanley Capital Partners
Morgan Stanley Infrastructure Partners
Morgan Stanley Real Estate Investing
Securitized Team

AIP Alternative Lending Group
Applied Equity Advisors Team
Broad Markets Fixed Income Team
Calvert Research and Management
Counterpoint Global
Emerging Markets Debt Team
Emerging Markets Equity Team
Global Balanced Risk Control Team
Global Listed Real Assets Team

Global Opportunity Team^

High Yield Team
International Equity Team
Managed Futures Team
Morgan Stanley Capital Partners
Morgan Stanley Infrastructure Partners
Morgan Stanley Real Estate Investing
Securitized Team

AIP Alternative Lending Group
Applied Equity Advisors Team
Broad Markets Fixed Income Team
Calvert Research and Management
Counterpoint Global
Emerging Markets Debt Team
Emerging Markets Equity Team
Global Balanced Risk Control Team
Global Listed Real Assets Team

Global Opportunity Team^

High Yield Team
International Equity Team
Managed Futures Team
Morgan Stanley Capital Partners
Morgan Stanley Infrastructure Partners
Morgan Stanley Real Estate Investing
Securitized Team

AIP Alternative Lending Group
Applied Equity Advisors Team
Broad Markets Fixed Income Team
Calvert Research and Management
Counterpoint Global
Emerging Markets Debt Team
Emerging Markets Equity Team
Global Balanced Risk Control Team
Global Listed Real Assets Team

Global Opportunity Team^

High Yield Team
International Equity Team
Managed Futures Team
Morgan Stanley Capital Partners
Morgan Stanley Infrastructure Partners
Morgan Stanley Real Estate Investing
Securitized Team
Reset

 
 
Strategy Name
Strategy Name
           

Strategies  
 
 
Invests in publicly traded Asian real estate securities with the goal of attractive long-term, risk-adjusted returns.  

 
 
Invests in publicly traded European real estate securities with the goal of attractive long-term, risk-adjusted returns.  

 
 
Invests in the equity securities of publicly traded infrastructure companies worldwide.  

 
 
Invests in the equity securities of publicly traded real estate securities primarily in developed countries worldwide.  

 
 
The Infrastructure Strategy is a leading global infrastructure investment platform.  

 
 
Manages global value-add / opportunistic and regional core private real estate investment strategies.  

 
 
Invests in the equity securities of publicly traded U.S. real estate securities with the goal of long-term, risk-adjusted returns.  

 
 
Invests in the equity securities of publicly traded real estate securities primarily in developed countries worldwide.  

 
 
Invests in the equity securities of publicly traded U.S. real estate securities with the goal of long-term, risk-adjusted returns.  

 
 
The Energy Transition and Innovation Opportunities Strategy is guided by Calvert's Principles of Responsible Investing. Calvert seeks to identify and invest in companies that it believes are ESG leaders or improvers, dedicated to capturing a more sustainable economic system.  

 
 
Invests in those securities in the global real estate industry determined to have the best forward total return potential based upon relative valuation and environmental, social and governance considerations.  

                         

Strategies  
 
 
Invests primarily in equity securities of non-U.S. issuers with the goal of long-term capital appreciation.  

 
 
Invests in high quality established and emerging companies located in Asia (excluding Japan) that the team believes are undervalued at the time of investment.  

 
 
Invests in the China A-share companies that have a sustainable growth profile and a high or increasing return potential.  

 
 
Invests in high quality companies located or operating in developing or emerging market countries that the team believes are undervalued at the time of investment.  

 
 
Invests in leading companies operating in emerging markets positioned to potentially benefit from future drivers of growth.  

 
 
Invests in high quality established and emerging companies located in Europe that the team believes are undervalued at the time of investment.  

 
 
Invests in emerging market equities with a growth bias, seeking attractive long-term, risk-adjusted returns.  

 
 
Invests primarily in companies with growing intrinsic value.  

 
 
Invests in Saudi Arabia listed equities and initial public offerings with the goal of long-term capital appreciation.  

 
 
Invests in global high-quality, franchise businesses, characterized by dominant intangible assets, high returns on invested capital and strong free-cash-flow generation.  

 
 
Invests globally in high quality established and emerging companies that the team believes are undervalued at the time of investment.  

 
 
Invests in high-quality resilient companies with strong management, high returns on capital, and strong free-cash-flow generation.  

 
 
Invests in 25-50 high quality, world-class companies at reasonable valuations that can sustain their high returns on operating capital over the long term.  

 
 
Invests primarily in established and emerging companies in the United States.  

 
 
Invests internationally in high quality established companies that the team believes are undervalued at the time of investment.  

 
 
Invests in Indian equities with a growth bias, seeking to deliver long-term, risk-adjusted returns.  

 
 
Seeks to maintain a diversified portfolio of companies that are primarily domiciled outside of the U.S.  

 
 
Invests internationally in high quality established and emerging companies that the team believes are undervalued at the time of investment.  

 
 
Invests primarily in companies principally engaged in the discovery, development, production, or distribution of products or services related to advances in healthcare.  

 
 
The Calvert Sustainable Climate Aligned Strategy is guided by Calvert’s Principles of Responsible Investing. It seeks to identify companies Calvert considers climate aligned in areas that are material to the long-term performance of a company.  

 
 
Calvert Sustainable Diversity, Equity and Inclusion Strategy is guided by Calvert’s Principles of Responsible Investing. It seeks to invest in companies with demonstrable leadership or meaningful improvement in having a diverse workforce and an equal and inclusive work culture.  

 
 
The Calvert Sustainable Select Strategy is guided by Calvert's Principles of Responsible Investing. Calvert seeks to identify and invest in companies that it believes are ESG leaders or improvers, dedicated to capturing a more sustainable economic system.  

 
 
Invests globally in high quality companies with strong ESG alignment consistent with the United Nations Sustainable Development Goals that the team believes are undervalued at the time of investment. Restricts businesses operating in industries with material environmental and social externalities and/or corporate governance risk, including alcohol, tobacco, fossil fuels and weapons.  

 
 
Invests in high quality companies located or operating in developed market countries that the team believes are undervalued at the time of investment.  

 
 
Invests in emerging markets equities which are thematically aligned towards sustainability and a growth bias, seeking attractive long-term, risk-adjusted returns.  

                          

Strategies  
 
 
Invests in a mix of U.S. denominated investment-grade securities, particularly U.S. government, corporate and securitized assets.  

 
 
Invests in U.S. denominated investment-grade securities (government, corporate, and securitized) and may invest opportunistically in non-investment-grade and non-U.S. bonds and currencies.  

 
 
Invests across the credit spectrum of emerging market corporate issuers, seeking to identify undervalued emerging markets corporate debt securities.  

 
 
Invests in a range of sovereign, quasi-sovereign and corporate debt securities from emerging markets denominated in emerging market and/or non-U.S. currencies.  

 
 
Provides access to the full spectrum of emerging markets fixed income with exposure to external, domestic and corporate debt.  

 
 
Invests in a diversified portfolio of government, corporate and non-government debt denominated in euros.  

 
 
Invests in a diversified portfolio of government, corporate and non-government debt denominated in euro and non-euro currencies.  

 
 
Invests in a diversified portfolio of high-quality, euro-denominated, short-dated, investment-grade credits to manage duration exposure.  

 
 
Invests in a globally diversified portfolio of multi-currency debt issued by government and non-government issuers.  

 
 
Invests in a globally diversified portfolio of debt issued in several currencies by corporations and non-government issuers seeking attractive total returns from income and price appreciation.  

 
 
Invests in a globally diversified portfolio of convertible bonds in an effort to take advantage of their attractive historical risk/return characteristics.  

 
 
Invests in a globally diversified portfolio of multi-currency debt issued by corporations and non-government issuers.  

 
 
Invests in a diversified global portfolio across the full spectrum of fixed income with the goal of a high level of current income.  

 
 
Invests globally with a focus on U.S. middle market credits and on larger, higher-quality issuers in Europe and in Asia.  

 
 
Invests in a concentrated portfolio of high quality fixed income securities issued globally by corporations and non-governmental agencies.  

 
 
Invests in a portfolio of mortgages and securitized debt instruments issued by government agencies and private institutions.  

 
 
Seeks a high level of income through value-oriented investing in U.S. government securities.  

 
 
Invests using an unconstrained approach across the fixed income spectrum with the goal of constructing a portfolio less sensitive to interest rates movements and able to capture positive returns across environments.  

 
 
Invests in U.S.-denominated debt issued by corporations and non-government issuers, with a focus on middle market credit.  

 
 
Invests in a diversified portfolio of high-quality, investment-grade credit from U.S. issuers.  

 
 
Invests in U.S. government, corporate bonds, asset-backed and mortgage-backed securities with maturities less than five years.  

 
 
Invests in U.S. government and investment-grade corporate debt securities with at least 10 years to maturity.  

 
 
Invests in a diversified portfolio of mortgage- related securities with the goal of a high level of current income.  

 
 
Invests primarily in US government securities and investment-grade corporate bonds with maturities less than three years.  

 
 
Invests in a mix of sovereign, quasi-sovereign and corporate debt securities from emerging markets, primarily denominated in U.S. dollars.  

 
 
The Global Green Bond Strategy is guided by Calvert's Principles of Responsible Investing. Calvert seeks to identify and invest in companies that it believes are ESG leaders or improvers, dedicated to capturing a more sustainable economic system.  

            

Strategies  
 
 
As investors seek to diversify their portfolio exposures beyond traditional assets, alternative lending may offer attractive absolute and risk-adjusted return characteristics. Alternative Lending (also referred to as marketplace lending, peer-to-peer lending and P2P lending) takes place through online platforms that use technology to bring together borrowers underserved by traditional lending institutions with loan investors seeking attractive yield-generating investments. Credit risks underwritten by alternative lenders have expanded over time beyond unsecured consumer, to include small business, autos, commercial and residential real estate, receivables, student loans, and other forms of specialty finance.  

 
 
Seeks to invest in 200-300 stocks that, in aggregate, have exposure to factors it believes will drive returns in the current market environment. All the while employing quantitative models with a stock selection process that includes an quantitative review of material sustainability issues related to any potential holding. The strategy aims to provide a modest tracking error and align closely with the Russell 1000 Index in terms of industry, sector, style and company size.  

 
 
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.  

 
 
Using a combination of quantitative models and stock-specific analysis, the strategy aims to provide a highly active global equity portfolio of typically 20 companies that focus on prioritizing sustainability issues that are most material to their business and relevant to their stakeholders. The strategy also employs a socially conscious negative screen.  

 
 
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 30-60 U.S. companies with attractive valuations, above-average appreciation potential and competitive dividend yields.  

 
 
Invests across global asset classes, aiming to manage total portfolio risk while enhancing returns from tactical positioning, seeking to deliver attractive returns, a stable income and a measure of downside protection in volatile markets.  

 
 
Invests across global asset classes, aiming to manage tracking error around a fixed-weight benchmark while enhancing returns from tactical positioning and seeking excess returns, with a measure of downside protection in volatile markets.  

 
 
Invests across global asset classes, aiming to manage total portfolio risk while enhancing returns from tactical positioning and seeking to deliver attractive returns and downside protection in volatile markets. The Strategy can be customised to client-specified risk levels, with a range of instruments for implementation of asset class exposures including direct securities, active funds and ETFs.  

 
 
Provides focused exposure on medium duration opportunistic strategies generally through hedge fund secondaries and co-investment opportunities.  

 
 
Provides qualified investors access to multi-manager funds dedicated to specific investment sectors.  

 
 
Seeks total return, targeted to be in excess of inflation, through capital appreciation and current income. Typically invested in “Core Real Assets” including inflation bonds (TIPS), gold and gold miners, commodities and commodity equities and “Other inflation-related assets and themes.”  

 

Strategies  
 
 
Makes privately negotiated equity and equity-related investments in middle-market companies primarily located in North America.  

        

Strategies   global-opportunity-team
 
 
Invests in high quality established and emerging companies located in Asia (excluding Japan) that the team believes are undervalued at the time of investment.  

 
 
Invests in high quality companies located or operating in developing or emerging market countries that the team believes are undervalued at the time of investment.  

 
 
Invests in high quality established and emerging companies located in Europe that the team believes are undervalued at the time of investment.  

 
 
Invests globally in high quality established and emerging companies that the team believes are undervalued at the time of investment.  

 
 
Invests internationally in high quality established companies that the team believes are undervalued at the time of investment.  

 
 
Invests internationally in high quality established and emerging companies that the team believes are undervalued at the time of investment.  

 
 
Invests globally in high quality companies with strong ESG alignment consistent with the United Nations Sustainable Development Goals that the team believes are undervalued at the time of investment. Restricts businesses operating in industries with material environmental and social externalities and/or corporate governance risk, including alcohol, tobacco, fossil fuels and weapons.  

 
 
Invests in high quality companies located or operating in developed market countries that the team believes are undervalued at the time of investment.  

 

Strategies   capital-partners-team
 
 
Makes privately negotiated equity and equity-related investments in middle-market companies primarily located in North America.  

 

Strategies   private-real-estate-investing-team
 
 
Manages global value-add / opportunistic and regional core private real estate investment strategies.  

                 

Strategies   broad-markets-fixed-income-team
 
 
Invests in a mix of U.S. denominated investment-grade securities, particularly U.S. government, corporate and securitized assets.  

 
 
Invests in U.S. denominated investment-grade securities (government, corporate, and securitized) and may invest opportunistically in non-investment-grade and non-U.S. bonds and currencies.  

 
 
Invests across the credit spectrum of emerging market corporate issuers, seeking to identify undervalued emerging markets corporate debt securities.  

 
 
Invests in a diversified portfolio of government, corporate and non-government debt denominated in euros.  

 
 
Invests in a diversified portfolio of government, corporate and non-government debt denominated in euro and non-euro currencies.  

 
 
Invests in a diversified portfolio of high-quality, euro-denominated, short-dated, investment-grade credits to manage duration exposure.  

 
 
Invests in a globally diversified portfolio of multi-currency debt issued by government and non-government issuers.  

 
 
Invests in a globally diversified portfolio of debt issued in several currencies by corporations and non-government issuers seeking attractive total returns from income and price appreciation.  

 
 
Invests in a globally diversified portfolio of multi-currency debt issued by corporations and non-government issuers.  

 
 
Invests in a diversified global portfolio across the full spectrum of fixed income with the goal of a high level of current income.  

 
 
Invests in a concentrated portfolio of high quality fixed income securities issued globally by corporations and non-governmental agencies.  

 
 
Seeks a high level of income through value-oriented investing in U.S. government securities.  

 
 
Invests using an unconstrained approach across the fixed income spectrum with the goal of constructing a portfolio less sensitive to interest rates movements and able to capture positive returns across environments.  

 
 
Invests in a diversified portfolio of high-quality, investment-grade credit from U.S. issuers.  

 
 
Invests in U.S. government, corporate bonds, asset-backed and mortgage-backed securities with maturities less than five years.  

 
 
Invests in U.S. government and investment-grade corporate debt securities with at least 10 years to maturity.  

 
 
Invests primarily in US government securities and investment-grade corporate bonds with maturities less than three years.  

    

Strategies   international-equity-team
 
 
Invests in global high-quality, franchise businesses, characterized by dominant intangible assets, high returns on invested capital and strong free-cash-flow generation.  

 
 
Invests in high-quality resilient companies with strong management, high returns on capital, and strong free-cash-flow generation.  

 
 
Invests in 25-50 high quality, world-class companies at reasonable valuations that can sustain their high returns on operating capital over the long term.  

 
 
Seeks to maintain a diversified portfolio of companies that are primarily domiciled outside of the U.S.  

 

Strategies   private-infrastructure-team
 
 
The Infrastructure Strategy is a leading global infrastructure investment platform.  

   

Strategies   counterpoint-global-team
 
 
Invests primarily in companies with growing intrinsic value.  

 
 
Invests primarily in established and emerging companies in the United States.  

 
 
Invests primarily in companies principally engaged in the discovery, development, production, or distribution of products or services related to advances in healthcare.  

   

Strategies   high-yield-team
 
 
Invests in a globally diversified portfolio of convertible bonds in an effort to take advantage of their attractive historical risk/return characteristics.  

 
 
Invests globally with a focus on U.S. middle market credits and on larger, higher-quality issuers in Europe and in Asia.  

 
 
Invests in U.S.-denominated debt issued by corporations and non-government issuers, with a focus on middle market credit.  

       

Strategies   emerging-markets-equity-team
 
 
Invests primarily in equity securities of non-U.S. issuers with the goal of long-term capital appreciation.  

 
 
Invests in the China A-share companies that have a sustainable growth profile and a high or increasing return potential.  

 
 
Invests in leading companies operating in emerging markets positioned to potentially benefit from future drivers of growth.  

 
 
Invests in emerging market equities with a growth bias, seeking attractive long-term, risk-adjusted returns.  

 
 
Invests in Saudi Arabia listed equities and initial public offerings with the goal of long-term capital appreciation.  

 
 
Invests in Indian equities with a growth bias, seeking to deliver long-term, risk-adjusted returns.  

 
 
Invests in emerging markets equities which are thematically aligned towards sustainability and a growth bias, seeking attractive long-term, risk-adjusted returns.  

     

Strategies   applied-equity-advisors-team
 
 
Seeks to invest in 200-300 stocks that, in aggregate, have exposure to factors it believes will drive returns in the current market environment. All the while employing quantitative models with a stock selection process that includes an quantitative review of material sustainability issues related to any potential holding. The strategy aims to provide a modest tracking error and align closely with the Russell 1000 Index in terms of industry, sector, style and company size.  

 
 
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.  

 
 
Using a combination of quantitative models and stock-specific analysis, the strategy aims to provide a highly active global equity portfolio of typically 20 companies that focus on prioritizing sustainability issues that are most material to their business and relevant to their stakeholders. The strategy also employs a socially conscious negative screen.  

 
 
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 30-60 U.S. companies with attractive valuations, above-average appreciation potential and competitive dividend yields.  

   

Strategies   emerging-markets-debt-team
 
 
Invests in a range of sovereign, quasi-sovereign and corporate debt securities from emerging markets denominated in emerging market and/or non-U.S. currencies.  

 
 
Provides access to the full spectrum of emerging markets fixed income with exposure to external, domestic and corporate debt.  

 
 
Invests in a mix of sovereign, quasi-sovereign and corporate debt securities from emerging markets, primarily denominated in U.S. dollars.  

 

Strategies   aip-alternative-lending-group
 
 
As investors seek to diversify their portfolio exposures beyond traditional assets, alternative lending may offer attractive absolute and risk-adjusted return characteristics. Alternative Lending (also referred to as marketplace lending, peer-to-peer lending and P2P lending) takes place through online platforms that use technology to bring together borrowers underserved by traditional lending institutions with loan investors seeking attractive yield-generating investments. Credit risks underwritten by alternative lenders have expanded over time beyond unsecured consumer, to include small business, autos, commercial and residential real estate, receivables, student loans, and other forms of specialty finance.  

   

Strategies   global-balanced-risk-control-team
 
 
Invests across global asset classes, aiming to manage total portfolio risk while enhancing returns from tactical positioning, seeking to deliver attractive returns, a stable income and a measure of downside protection in volatile markets.  

 
 
Invests across global asset classes, aiming to manage tracking error around a fixed-weight benchmark while enhancing returns from tactical positioning and seeking excess returns, with a measure of downside protection in volatile markets.  

 
 
Invests across global asset classes, aiming to manage total portfolio risk while enhancing returns from tactical positioning and seeking to deliver attractive returns and downside protection in volatile markets. The Strategy can be customised to client-specified risk levels, with a range of instruments for implementation of asset class exposures including direct securities, active funds and ETFs.  

        

Strategies   global-listed-real-assets-team
 
 
Invests in publicly traded Asian real estate securities with the goal of attractive long-term, risk-adjusted returns.  

 
 
Invests in publicly traded European real estate securities with the goal of attractive long-term, risk-adjusted returns.  

 
 
Invests in the equity securities of publicly traded infrastructure companies worldwide.  

 
 
Invests in the equity securities of publicly traded real estate securities primarily in developed countries worldwide.  

 
 
Invests in the equity securities of publicly traded U.S. real estate securities with the goal of long-term, risk-adjusted returns.  

 
 
Invests in the equity securities of publicly traded real estate securities primarily in developed countries worldwide.  

 
 
Invests in the equity securities of publicly traded U.S. real estate securities with the goal of long-term, risk-adjusted returns.  

 
 
Invests in those securities in the global real estate industry determined to have the best forward total return potential based upon relative valuation and environmental, social and governance considerations.  

     

Strategies   calvert-research-and-management-team
 
 
The Energy Transition and Innovation Opportunities Strategy is guided by Calvert's Principles of Responsible Investing. Calvert seeks to identify and invest in companies that it believes are ESG leaders or improvers, dedicated to capturing a more sustainable economic system.  

 
 
The Global Green Bond Strategy is guided by Calvert's Principles of Responsible Investing. Calvert seeks to identify and invest in companies that it believes are ESG leaders or improvers, dedicated to capturing a more sustainable economic system.  

 
 
The Calvert Sustainable Climate Aligned Strategy is guided by Calvert’s Principles of Responsible Investing. It seeks to identify companies Calvert considers climate aligned in areas that are material to the long-term performance of a company.  

 
 
Calvert Sustainable Diversity, Equity and Inclusion Strategy is guided by Calvert’s Principles of Responsible Investing. It seeks to invest in companies with demonstrable leadership or meaningful improvement in having a diverse workforce and an equal and inclusive work culture.  

 
 
The Calvert Sustainable Select Strategy is guided by Calvert's Principles of Responsible Investing. Calvert seeks to identify and invest in companies that it believes are ESG leaders or improvers, dedicated to capturing a more sustainable economic system.  

  

Strategies   securitized-team
 
 
Invests in a portfolio of mortgages and securitized debt instruments issued by government agencies and private institutions.  

 
 
Invests in a diversified portfolio of mortgage- related securities with the goal of a high level of current income.  

 

Strategies   managed-futures-team
 
 
Provides qualified investors access to multi-manager funds dedicated to specific investment sectors.  

 
 

1 Diversification does not eliminate the risk of loss. 

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

The information on this page is solely 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.

 

This is a Marketing Communication.

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.


Privacy & Cookies    •    Terms of Use

©  Morgan Stanley. All rights reserved.