Strategies

All

AIP Alternative Lending Group
Applied Equity Advisors Team
Calvert Research and Management
Counterpoint Global
Emerging Markets Debt Team
Emerging Markets Equity Team
Global Listed Real Assets Team

Global Opportunity Team^

High Yield Team
International Equity Team
Investment Grade Credit Team
Morgan Stanley Infrastructure Partners
Morgan Stanley Real Estate Investing
Multi-Sector Fixed Income Team
Securitized Team

AIP Alternative Lending Group
Applied Equity Advisors Team
Calvert Research and Management
Counterpoint Global
Emerging Markets Debt Team
Emerging Markets Equity Team
Global Listed Real Assets Team

Global Opportunity Team^

High Yield Team
International Equity Team
Investment Grade Credit Team
Morgan Stanley Infrastructure Partners
Morgan Stanley Real Estate Investing
Multi-Sector Fixed Income Team
Securitized Team

AIP Alternative Lending Group
Applied Equity Advisors Team
Calvert Research and Management
Counterpoint Global
Emerging Markets Debt Team
Emerging Markets Equity Team
Global Listed Real Assets Team

Global Opportunity Team^

High Yield Team
International Equity Team
Investment Grade Credit Team
Morgan Stanley Infrastructure Partners
Morgan Stanley Real Estate Investing
Multi-Sector Fixed Income Team
Securitized Team

AIP Alternative Lending Group
Applied Equity Advisors Team
Calvert Research and Management
Counterpoint Global
Emerging Markets Debt Team
Emerging Markets Equity Team
Global Listed Real Assets Team

Global Opportunity Team^

High Yield Team
International Equity Team
Investment Grade Credit Team
Morgan Stanley Infrastructure Partners
Morgan Stanley Real Estate Investing
Multi-Sector Fixed Income Team
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.  

                       

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

                

Strategies  
 
 
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 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.  

 
 
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.  

 
 
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.  

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

        

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

 

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

 

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

    

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

      

Strategies   multi-sector-fixed-income-team
 
 
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 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   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 Indian equities with a growth bias, seeking to deliver long-term, risk-adjusted returns.  

    

Strategies   applied-equity-advisors-team
 
 
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 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 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-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.  

     

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

 
 

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.