Strategies |
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Strategies
The Infrastructure Strategy is a leading global infrastructure investment platform.
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Manages global value-add / opportunistic and regional core / core-plus private real estate investment strategies.
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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.
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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.
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Invests in high quality established and emerging companies located in Europe that the team believes are undervalued at the time of investment.
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Core portfolio of quality growth companies, integrating global thematics and country drivers to identify bottom-up opportunities.
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Core portfolio of quality growth companies, seeking to deliver on financial objectives and sustainability through thematic alignment.
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Core, integrated approach to global equity investing through country/currency, sector/thematic and stock decisions.
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Indian equities with a quality, growth bias and focused on domestic winners.
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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.
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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.
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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.
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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.
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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.
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Invests globally in high quality established and emerging companies that the team believes are undervalued at the time of investment.
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Invests in high quality resilient companies with strong management, high returns on capital, and strong free-cash-flow generation.
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Invests primarily in established and emerging mid cap companies in the United States.
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Invests primarily in established and emerging large cap companies in the United States.
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Invests primarily in established large cap companies in the United States.
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Invests primarily in established and emerging companies globally.
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Invests internationally in high quality established and emerging companies that the team believes are undervalued at the time of investment.
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Invests primarily in established companies in the United States that benefit from efficient scale.
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Invests primarily in companies principally engaged in the discovery, development, production, or distribution of products or services related to advances in healthcare.
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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.
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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.
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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.
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Invests primarily in established and emerging large cap companies in the United States.
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Guided by a fundamental core approach that seeks to invest in mid to large-cap companies in strong financial condition with equities priced below our fair value estimate.
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Guided by a conservative large-cap growth discipline that seeks to invest in companies with a demonstrated history of consistent growth and stability in earnings with equities selling below intrinsic value.
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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.
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The Morgan Stanley Focused Value Opportunities Strategy employs an Opportunistic Value approach and is a concentrated U.S. value equity portfolio of 25-45 companies emphasizing high-conviction, bottom-up fundamental research to identify leading companies trading below intrinsic value, leveraging proven success factors such as high return on invested capital, strong free cash flow yield, and low debt, while integrating ESG considerations and fostering a collaborative investment team culture to generate alpha through active security selection.
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Strategies
Makes privately negotiated equity and equity-related investments in middle-market companies primarily located in North America.
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Makes privately negotiated equity and equity-related investments in energy businesses located primarily in North America.
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Provides clients highly tailored co-investments solutions globally and across the private markets strategy spectrum, alongside best-in-class sponsors.
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Incorporates privately held investments in both Direct Lending and Opportunistic corporate credit targeting sponsored and non-sponsored companies primarily in North America and Europe.
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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.
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Strategies
Invests in a mix of U.S. denominated investment-grade securities, particularly U.S. government, corporate and securitized assets.
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Invests across the credit spectrum of emerging market corporate issuers, seeking to identify undervalued emerging markets corporate debt securities.
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Invests in a globally diversified portfolio of convertible bonds in an effort to take advantage of their attractive historical risk/return characteristics.
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Invests in a diversified global portfolio across the full spectrum of fixed income with the goal of a high level of current income.
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Invests in U.S. government and investment-grade corporate debt securities with at least 10 years to maturity.
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Invests in a diversified portfolio of mortgage- related securities with the goal of a high level of current income.
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Invests primarily in US government securities and investment-grade corporate bonds with maturities less than three years.
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Invests in a mix of sovereign, quasi-sovereign and corporate debt securities from emerging markets, primarily denominated in U.S. dollars.
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Invests in high quality, low-volatility alternatives to low-yielding money market and government debentures. We primarily target ultra-short securitized bonds (0-2 years) that we believe to be of the highest quality with low credit and event risk.
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Invests in high quality, low-volatility alternatives to low-yielding money market and government debentures. We primarily target short-term securitized bonds (1-3 years) that we believe to be of the highest quality with low credit and event risk.
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Invest in high quality, low-volatility alternatives to low-yielding money market and government debentures. We primarily target short-term securitized bonds (1-5 years) that we believe to be of the highest quality with low credit and event risk.
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Seeks to add value through security selection, sector emphasis and yield curve management. We emphasize high quality securitized bonds due to their attractive yields and low correlation to risk assets, which help stabilize returns in a diversified portfolio.
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Seeks to add value through security selection, sector emphasis and yield curve management. We emphasize high quality securitized bonds due to their attractive yields and low correlation to risk assets, which help stabilize returns in a diversified portfolio.
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Strategies
Invests across global asset classes including stocks, bonds, currencies and commodities seeking to create a portfolio that can deliver potential excess returns while managing downside risks in volatile markets.
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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.
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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.
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Provides broad, global exposure to hedge fund managers pursuing a diverse range of investment strategies.
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Provides focused exposure to hedge fund managers within a single strategy category.
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Customized managed futures investment programs designed in accordance with a client's unique needs.
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Provides qualified investors access to multiple commodity trading advisors and strategies through a single investment vehicle.
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Offers discretionary multi-alternative investment solutions tailored to the specific needs and requirements of each client.
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Offers comprehensive, full-service discretionary investment management programs tailored to the specific needs and requirements of each client.
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Parametric's Overlay solutions form a comprehensive portfolio management platform that enables institutional investors to optimize their portfolios and remain aligned with strategic policy objectives.
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Parametric’s Commodity Strategy uses a unique portfolio construction process that seeks to provide greater diversification than traditional commodity benchmarks. The strategy may meet investors’ needs by seeking to efficiently and consistently capture the diversification and inflation-fighting goals of the commodity asset class without incurring the return risks of fundamental active management or the concentration risks of mainstream commodity indexes.
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Multifactor investment Strategies seek to combine the potential benefits of passive and active investing to improve investment outcomes.
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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.
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Invests in high quality established and emerging companies located in Europe that the team believes are undervalued at the time of investment.
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Invests globally in high quality established and emerging companies that the team believes are undervalued at the time of investment.
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Invests internationally in high quality established and emerging companies that the team believes are undervalued at the time of investment.
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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.
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Strategies 
Provides broad, global exposure to hedge fund managers pursuing a diverse range of investment strategies.
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Provides focused exposure to hedge fund managers within a single strategy category.
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Strategies 
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.
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Strategies 
Makes privately negotiated equity and equity-related investments in middle-market companies primarily located in North America.
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Strategies 
Makes privately negotiated equity and equity-related investments in energy businesses located primarily in North America.
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Strategies 
Manages global value-add / opportunistic and regional core / core-plus private real estate investment strategies.
|
|
Strategies 
Incorporates privately held investments in both Direct Lending and Opportunistic corporate credit targeting sponsored and non-sponsored companies primarily in North America and Europe.
|
|
Strategies 
Invests in a mix of U.S. denominated investment-grade securities, particularly U.S. government, corporate and securitized assets.
|
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Invests in a diversified global portfolio across the full spectrum of fixed income with the goal of a high level of current income.
|
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Invests in U.S. government and investment-grade corporate debt securities with at least 10 years to maturity.
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Invests primarily in US government securities and investment-grade corporate bonds with maturities less than three years.
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Strategies 
The Morgan Stanley Focused Value Opportunities Strategy employs an Opportunistic Value approach and is a concentrated U.S. value equity portfolio of 25-45 companies emphasizing high-conviction, bottom-up fundamental research to identify leading companies trading below intrinsic value, leveraging proven success factors such as high return on invested capital, strong free cash flow yield, and low debt, while integrating ESG considerations and fostering a collaborative investment team culture to generate alpha through active security selection.
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Strategies 
Invests in a diversified portfolio of mortgage- related securities with the goal of a high level of current income.
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Strategies 
The Infrastructure Strategy is a leading global infrastructure investment platform.
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Strategies 
Provides clients highly tailored co-investments solutions globally and across the private markets strategy spectrum, alongside best-in-class sponsors.
|
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Strategies 
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.
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Invests in high quality resilient companies with strong management, high returns on capital, and strong free-cash-flow generation.
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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.
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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.
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Strategies 
Invests primarily in established and emerging mid cap companies in the United States.
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Invests primarily in established and emerging large cap companies in the United States.
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Invests primarily in established large cap companies in the United States.
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Invests primarily in established and emerging companies globally.
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Invests primarily in established companies in the United States that benefit from efficient scale.
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Invests primarily in companies principally engaged in the discovery, development, production, or distribution of products or services related to advances in healthcare.
|
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Invests primarily in established and emerging large cap companies in the United States.
|
|
Strategies 
Invests in a globally diversified portfolio of convertible bonds in an effort to take advantage of their attractive historical risk/return characteristics.
|
|
Strategies 
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.
|
|
Core, integrated approach to global equity investing through country/currency, sector/thematic and stock decisions.
|
|
Indian equities with a quality, growth bias and focused on domestic winners.
|
|
Strategies 
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.
|
|
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 research, the strategy aims to invest in approximately 30-60 global companies with attractive valuations and above-average appreciation potential.
|
|
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.
|
|
Strategies 
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 
Invests across the credit spectrum of emerging market corporate issuers, seeking to identify undervalued emerging markets corporate debt securities.
|
|
Invests in a mix of sovereign, quasi-sovereign and corporate debt securities from emerging markets, primarily denominated in U.S. dollars.
|
|
Strategies 
Guided by a conservative large-cap growth discipline that seeks to invest in companies with a demonstrated history of consistent growth and stability in earnings with equities selling below intrinsic value.
|
|
Invests in high quality, low-volatility alternatives to low-yielding money market and government debentures. We primarily target ultra-short securitized bonds (0-2 years) that we believe to be of the highest quality with low credit and event risk.
|
|
Invests in high quality, low-volatility alternatives to low-yielding money market and government debentures. We primarily target short-term securitized bonds (1-3 years) that we believe to be of the highest quality with low credit and event risk.
|
|
Invest in high quality, low-volatility alternatives to low-yielding money market and government debentures. We primarily target short-term securitized bonds (1-5 years) that we believe to be of the highest quality with low credit and event risk.
|
|
Seeks to add value through security selection, sector emphasis and yield curve management. We emphasize high quality securitized bonds due to their attractive yields and low correlation to risk assets, which help stabilize returns in a diversified portfolio.
|
|
Seeks to add value through security selection, sector emphasis and yield curve management. We emphasize high quality securitized bonds due to their attractive yields and low correlation to risk assets, which help stabilize returns in a diversified portfolio.
|
|
Strategies 
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 
Parametric's Overlay solutions form a comprehensive portfolio management platform that enables institutional investors to optimize their portfolios and remain aligned with strategic policy objectives.
|
|
Strategies 
Customized managed futures investment programs designed in accordance with a client's unique needs.
|
|
Provides qualified investors access to multiple commodity trading advisors and strategies through a single investment vehicle.
|
|
Strategies 
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.
|