Global Balanced Risk Control Team
Strategie: Multi-Asset
Global Balanced Risk Control Team
Strategie: Multi-Asset

Global Balanced Risk Control Team

Strategie: Multi-Asset


The Global Balanced Risk Control (GBaR) team is part of Morgan Stanley Investment Management's (MSIM) broader Global Multi-Asset capability. The team uses a top-down global asset allocation approach within a clearly-defined, risk-controlled framework, targeting an agreed level of risk. The GBaR strategy is highly flexible in its asset allocation, enabling portfolio managers to dynamically adjust positioning across equities, fixed income and cash, to maintain a stable risk profile.

The team seeks not only to enhance participation in rising markets, but also provide protection from volatile down markets. They also allocate tactically within asset classes, for example between equity regions and fixed income sub-asset classes with the aim of adding value.

The GBaR team manages a variety of portfolios to a range of risk targets, which may be further customised to meet client requirements including capital growth, income and Environmental, Social and Governance (ESG) criteria.


Our volatility-targeted approach is highly flexible, enabling dynamic adjustment of portfolios’ broad asset mix, aiming to deliver stable risk with attractive returns.

Gestori di portafoglio
Andrew Harmstone
Managing Director
39 anni di esperienza nel settore
Manfred Hui
Managing Director
14 anni di esperienza nel settore
Li Zhang
Executive Director
12 years industry experience

As of 08/01/2018. Team information may change from time to time.

There are important differences in how the strategy is carried out in each of the investment vehicles.

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.

Please refer to the strategy detail page for important information on the strategy, including additional risk considerations.


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