Investment Teams |
Capabilities
|
| Team Name |
|
Solutions & Multi-Asset
The AIP Alternative Lending Group specializes in making allocations to loans underwritten by fintech-driven alternative lending platforms, targeting multiple borrower types.
|
|
Solutions & Multi-Asset
The AIP Hedge Fund team delivers a broad range of portfolio solutions to a global client base. Their strategies include custom hedge fund portfolios and broadly diversified, opportunistic and strategy-specific funds.
|
|
Solutions & Multi-Asset
The Applied Equity Advisors team uses a combination of quantitative models and stock-specific research to seek to identify companies with attractive valuations and competitive dividend yields to deliver a high quality portfolio.
|
|
Solutions & Multi-Asset
The Global Multi-Asset team uses a top-down global macro approach to investing, offering a variety of multi-asset strategies.
|
|
Solutions & Multi-Asset
The Managed Futures Team provides multi-manager and single-manager managed futures and currency strategies.
|
|
Solutions & Multi-Asset
The Portfolio Solutions Group is a comprehensive multi-asset business, with activity across all asset strategies and types (traditional and alternative), through solutions that span fully liquid (public assets), comprehensive (public and private assets) and fully private portfolios. Offerings are delivered via a managed portfolio or model, in discretionary or advisory format.
|
|
Real Assets
Calvert invests across the global capital markets seeking the potential for long-term value creation and positive global impact — in our clients’ portfolios, the issuers we research and the global communities in which those issuers operate.
|
|
Real Assets
European Real Assets Private Credit invests in investment grade and value-add senior loans secured by European real estate assets.
|
|
Real Assets
The Global Listed Real Assets team invests in the equity securities of publicly listed real estate and infrastructure companies that it views as offering the best value, relative to their underlying assets and growth prospects.
|
|
Real Assets
Morgan Stanley India Infrastructure focuses on proprietary, privately-sourced situations in Indian infrastructure. The team seeks to create value through a growth-oriented strategy focused on active asset management and operational improvements.
|
|
Real Assets
Morgan Stanley Infrastructure Partners invests in a diverse range of infrastructure assets predominantly located in OECD countries. The team seeks to create value through active asset management and operational improvements.
|
|
Real Assets
Morgan Stanley Real Estate Investing (MSREI) manages global value-add / opportunistic and regional core real estate investment strategies. The team's experience encompasses a broad array of asset classes, geographic regions and investment themes across all phases of the real estate cycle.
|
|
Active Fundamental Equity
Atlanta Capital operates as an investment boutique with three investment teams leveraging a central investment philosophy. Our growth equity, core equity and fixed income teams offer both institutional and individual investors a broad range of high quality stock and bond portfolios. This focus on seeking quality investments – without compromise – underpins our approach in both investment selection and firm management, supporting our long-term track record.
|
|
Active Fundamental Equity
Calvert invests across the global capital markets seeking the potential for long-term value creation and positive global impact — in our clients’ portfolios, the issuers we research and the global communities in which those issuers operate.
|
|
Active Fundamental Equity
Counterpoint Global’s culture fosters collaboration, creativity, continued development, and differentiated thinking.
|
|
Active Fundamental Equity
The team utilizes a bottom-up fundamental investment process to identify companies with sustainable business models that demonstrate the ability to deliver sustainable financial performance in order to compound value for shareholders over the long term. The Team focuses on high and improving quality companies with the ability to deliver high growth, high gross margins and high or improving Return on Invested Capital (ROIC); as a good blend of these factors is prevalent in companies that compound cashflows over the long term.
|
|
Active Fundamental Equity
The Emerging Markets Equity team bases its investment philosophy on proprietary research that shows how both country-level and stock-specific factors can drive risks and returns in emerging markets.
|
|
Active Fundamental Equity
The Global Opportunity team creates high conviction, concentrated portfolios of undervalued, high quality businesses with strategies available on a global, regional and customizable basis.
|
|
Active Fundamental Equity
The International Equity team follows a disciplined investment process based on fundamental analysis and bottom-up stock selection. They believe that the best route to attractive long-term returns is through compounding and providing reduced downside participation.
|
|
Active Fundamental Equity
The Japanese Equity Team invests in stocks that it believes are undervalued but have a high likelihood of a positive price correction. Strategy implementation for the non Japanese Equity portfolio is delegated to our Japanese affiliate Mitsubishi UFJ Asset Management Co., Ltd.
|
|
Private Credit & Equity
Morgan Stanley Capital Partners manages a middle-market private equity platform. The team has invested capital in a broad spectrum of industries for over two decades.
|
|
Private Credit & Equity
Morgan Stanley Energy Partners makes control investments in energy companies primarily located in North America. The team focuses on the buyout and build-up of strategically attractive, established energy businesses across the energy value chain in partnership with best-in-class management teams.
|
|
Private Credit & Equity
The Expansion Capital team manages a private equity platform targeting later-stage investments in technology, healthcare, consumer, digital media and other high-growth sectors.
|
|
Private Credit & Equity
Morgan Stanley Next Level is the impact-focused private equity business of Morgan Stanley Investment Management, focusing on privately negotiated equity and equity-related investments with impact.
|
|
Private Credit & Equity
Morgan Stanley Private Credit's flexible capital base enables them to support a wide range of financings with a tailored approach for each investment profile. The Team's geographical focus is primarily United States and Western Europe, targeting sponsored and non-sponsored companies. They specialize in LBOs, acquisitions, growth capital, refinancings, recapitalizations, complex situations, and others.
|
|
Private Credit & Equity
Morgan Stanley Private Equity Asia invests primarily in highly structured minority investments and control buyouts in growth-oriented companies located throughout the Asia-Pacific region.
|
|
Private Credit & Equity
The Morgan Stanley (MS) Private Equity Secondaries team provides investors access to broadly diversified and thematic secondaries solutions.
|
|
Private Credit & Equity
Morgan Stanley Private Equity Solutions team provides investors access to broadly diversified and thematic multi-manager portfolios, co-investments, impact investing strategies and custom solutions.
|
|
Private Credit & Equity
Morgan Stanley Tactical Value is an investment platform targeting private, long-term and likely illiquid investments.
|
|
Fixed Income
Atlanta Capital operates as an investment boutique with three investment teams leveraging a central investment philosophy. Our growth equity, core equity and fixed income teams offer both institutional and individual investors a broad range of high quality stock and bond portfolios. This focus on seeking quality investments – without compromise – underpins our approach in both investment selection and firm management, supporting our long-term track record.
|
|
Fixed Income
The Broad Markets Fixed Income team unites the expertise of single-sector research and trading teams across the Morgan Stanley Investment Management fixed income platform to identify what they believe are the best opportunities in fixed income.
|
|
Fixed Income
Calvert invests across the global capital markets seeking the potential for long-term value creation and positive global impact — in our clients’ portfolios, the issuers we research and the global communities in which those issuers operate.
|
|
Fixed Income
The Emerging Markets Debt team looks for opportunities across a vast and differentiated investing universe, sourcing ideas from the broadest possible opportunity set.
|
|
Fixed Income
Our fixed income investment capabilities are driven by seven specialized teams – Agency MBS, Broad Markets Fixed Income, Emerging Markets, Floating-Rate Loans, High Yield, Municipals, and Securitized – which span the global fixed income capital markets.
|
|
Fixed Income
As a pioneer in the floating-rate loan market, the team is dedicated to loan market investing and has a demonstrable track record since 1989.
|
|
Fixed Income
The High Yield team’s approach is centered on the belief that fundamentals and valuations are the best determinants of future returns.
|
|
Fixed Income
The Mortgage & Securitized investment team offers combined experience analyzing the collateral within U.S. government agency and non-agency MBS markets as well as identifying opportunities for investing in securitized markets across a global spectrum of securitized assets in order to capitalize on potential value opportunities.
|
|
Fixed Income
The Municipals team is one of the largest municipal bond-focused teams in the industry with decades of experience. They strive to meet the income and return goals of investors by offering strategies spanning the entire yield curve and credit spectrum.
|
|
Liquidity
The Global Liquidity team aims to effectively meet clients’ unique cash and working capital needs, offering a broad range of money market funds, ultra short bond funds and customized separate account solutions.
|