INSTITUTIONAL SOLUTIONS

Cash Investment Solutions

Specializing in building customized investment programs that help organizations navigate unprecedented challenges.

Objective Guidance with One Point of Contact
We understand each company has complexities to overcome. We listen to each concern to develop and execute a bespoke approach to balance sheet management that helps address each complexity. This results in an integrated solution that focuses on customization, preservation of principal and liquidity.

Our Highly
Differentiated Platform

We specialize in addressing balance sheet needs for various institutions by building custom investment programs that easily adjust to the markets and your particular circumstances. Our platform aims to deliver:

Investment Solutions
•   Portfolio performance improvement
•   Domestic and Offshore Money Market Funds1
•   Brokerage Solutions
•   Separately Managed Accounts
Tailored Advice
•   Investment Policy
•   Liquidity Management
•   Credit & Risk Management
•   Portfolio Implementation and Management
World-Class Resources
•   Thought Leadership
•   Client Service
•   Technology and Tool
•   Performance Measure Systems

Risk Management
Oversight and Reporting

As part of our service commitment, Morgan Stanley provides organizations with a complimentary front-end solution that allows our Financial Advisors to help manage your investment policy parameters.

Our solution will give you complete visibility and help ensure compliance within investment policies by providing you with access to your portfolio strategies, daily returns and access to the status of the aggregate and individual investment policies.

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