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AIP Alternative Lending Group
Applied Equity Advisors Team
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Calvert Research and Management
Emerging Markets Debt Team
European Real Assets Private Credit Team
Global Listed Real Assets Team
High Yield Team
Managed Futures Team
Mesa West Capital
Morgan Stanley India Infrastructure
Morgan Stanley Infrastructure Partners
Morgan Stanley Real Estate Investing
Mortgage & Securitized Team
Portfolio Solutions Group
Active Fundamental Equity

Private Credit & Equity


AIP Alternative Lending Group
Applied Equity Advisors Team
Broad Markets Fixed Income Team
Calvert Research and Management
Emerging Markets Debt Team
European Real Assets Private Credit Team
Global Listed Real Assets Team
High Yield Team
Managed Futures Team
Mesa West Capital
Morgan Stanley India Infrastructure
Morgan Stanley Infrastructure Partners
Morgan Stanley Real Estate Investing
Mortgage & Securitized Team
Portfolio Solutions Group

AIP Alternative Lending Group
Applied Equity Advisors Team
Broad Markets Fixed Income Team
Calvert Research and Management
Emerging Markets Debt Team
European Real Assets Private Credit Team
Global Listed Real Assets Team
High Yield Team
Managed Futures Team
Mesa West Capital
Morgan Stanley India Infrastructure
Morgan Stanley Infrastructure Partners
Morgan Stanley Real Estate Investing
Mortgage & Securitized Team
Portfolio Solutions Group
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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.  

 
 
Invests in infrastructure platforms and high growth infrastructure services companies which derive their revenues principally from India.  

 
 
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.  

 
 
Mesa West Capital manages core and value-add commercial real estate credit strategies which originate commercial real estate loans secured by institutional quality properties throughout the United States.  

 
 
Invests in investment grade and value-add senior loans secured by European real assets.  

                                  

Strategies  
 
 
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.  

 
 
Core portfolio of quality growth companies, integrating global thematics and country drivers to identify bottom-up opportunities.  

 
 
Core portfolio of quality growth companies, seeking to deliver on financial objectives and sustainability through thematic alignment.  

 
 
Emerging market industry leaders, without benchmark constraints. Focused 25-40 holdings.  

 
 
Concentrated portfolio of high quality companies in next generation themes and overlooked frontier and emerging markets.  

 
 
Core, integrated approach to global equity investing through country/currency, sector/thematic and stock decisions.  

 
 
High quality companies in local China A-share market with a sustainable growth profile and strong return potential.  

 
 
Indian equities with a quality, growth bias and focused on domestic winners.  

 
 
Invests primarily in companies with growing intrinsic value.  

 
 
Saudi Arabia listed equities with quality bias, and strong value or growth style characteristics.  

 
 
Invests in high quality global businesses, characterized by hard-to-replicate intangible assets, high returns on operating capital employed and strong free cash flow generation.  

 
 
Concentrated portfolio of 20-40 high quality global businesses, characterized by hard-to-replicate intangible assets, high returns on operating capital employed and strong free cash flow generation. Designed for investors who seek capital growth, earnings resilience and reduced downside participation.  

 
 
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 global businesses, characterized by hard-to-replicate intangible assets, high returns on operating capital employed and strong free cash flow generation. Designed for investors who seek capital growth, earnings resilience and reduced downside participation – while avoiding exposure to business activities such as alcohol, tobacco, fossil fuels and weapons.  

 
 
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.  

 
 
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 established companies in the United States that benefit from efficient scale.  

 
 
Invests primarily in established companies globally that benefit from efficient scale.  

 
 
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 Japanese equities with market capitalization of greater than U.S. $400 million, seeking to identify undervalued, quality companies that trade at a substantial discount to their long-term intrinsic value.  

 
 
Invests in 20-50 high quality, predominantly US companies, characterized by hard-to-replicate intangible assets, high returns on operating capital employed and strong free cash flow generation. Designed for investors who seek capital growth, earnings resilience and reduced downside participation.  

 
 
Invests in 20-50 high quality, predominantly non-U.S. companies, characterized by hard-to-replicate intangible assets, high returns on operating capital employed and strong free cash flow generation. Designed for investors who seek capital growth, earnings resilience and reduced downside participation.  

 
 
Concentrated and balanced portfolio of high and improving quality companies that exhibit sound management of ESG characteristics. The strategy invests in sustainable business models, with secular growth characteristics, high or improving returns on invested capital, sustainable competitive advantages, durable balance sheets, and strong capital allocation, with a proven ability to compound cashflows over the long term.  

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

     

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

 
 
Invests in mezzanine debt and related instruments issued by middle-market companies in North America and Western Europe.  

 
 
Provides nimble, opportunistic capital with the flexibility to invest across asset classes, sectors and geographies in changing market environments. Directly interfaces with Morgan Stanley's global platform to source proprietary opportunities.  

 
 
Private equity investments that offer financial return prospects and demonstrable and measurable positive environmental impact.  

 
 
Provides exposure to private equity fund interests acquired in the secondary markets.  

                            

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 globally diversified portfolio of high-quality, investment-grade credit from European issuers.  

 
 
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 primarily in sterling-denominated debt and non-gilt fixed income securities issued by corporations and non-government related issuers.  

 
 
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.  

 
 
Offers discretionary multi-alternative investment solutions tailored to the specific needs and requirements of each client.  

 
 
Offers comprehensive, full-service discretionary investment management programs tailored to the specific needs and requirements of each client.  

 
 
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.”  

 
 
US Dynamic Value is a concentrated U.S. value equity strategy. The strategy seeks to identify and dynamically manage exposure to Value stocks (cheapest) and Anti-Value stocks (most expensive) based on their relative attractiveness.  

 

Strategies   mesa-west-capital
 
 
Mesa West Capital manages core and value-add commercial real estate credit strategies which originate commercial real estate loans secured by institutional quality properties throughout the United States.  

 

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 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 globally diversified portfolio of high-quality, investment-grade credit from European issuers.  

 
 
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 primarily in sterling-denominated debt and non-gilt fixed income securities issued by corporations and non-government related issuers.  

 
 
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   mortgage-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   india-infrastructure-team
 
 
Invests in infrastructure platforms and high growth infrastructure services companies which derive their revenues principally from India.  

 

Strategies   european-real-assets-private-credit-team
 
 
Invests in investment grade and value-add senior loans secured by European real assets.  

 

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

   

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   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   portfolio-solutions-group
 
 
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.  

 
 
Offers discretionary multi-alternative investment solutions tailored to the specific needs and requirements of each client.  

 
 
Offers comprehensive, full-service discretionary investment management programs tailored to the specific needs and requirements of each client.  

    

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.  

 
 
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 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 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   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 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.

 

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