Alternative Investments
Who We Are
We have been committed to managing alternative investment strategies since 1985. Today, we are a leading provider across private equity, private credit, hedge funds, real estate and infrastructure. Backed by the operational strength of a $1.6 trillion AUM1 asset manager, we leverage the strength of our firm to innovate, to deliver best-in-class products and to customize investment programs that meet the unique needs of our clients around the globe. Designed to address investor challenges, our platform includes fund offerings that span investor qualification types, from 1940 Act funds to private placements.
Strength
Unparalleled global reach, resources, and reputation
Structure
Specialized teams with true investment autonomy
Strategies
Diverse range of strategies in markets where we have an edge
WHY CONSIDER INVESTING IN ALTERNATIVES?
Alternative investments are strategies that cannot be accessed through traditional equity and fixed income solutions. These strategies have the potential to address many of the challenges that face investors today—the need for enhanced income, inflation protection, diversification, and stability amid volatile markets.
What We Do
Private Equity
We leverage the firm's global network of talent, relationships, and operational resources to make an outsized impact on a company's growth trajectory.
In addition to investing in private businesses, we allocate capital to compelling fund managers, secondary market opportunities, and co-investments on behalf of clients.
Private Credit
We believe that better partnerships mean better deals, which result in stronger portfolios.
By sharing our intellectual capital, market expertise, relationship network, and operational insights, we help management teams improve the performance of their businesses.
Real Assets
With 30+ years experience identifying, structuring and managing real asset investments, our global platform includes a broad range of private real estate and private infrastructure equity and credit solutions.
Hedge Funds
With 20+ years of experience investing in alternative strategies, we have the reputation as a trusted partner.
Our platform includes strategies and services that span geographies, investment types, liquidity preferences and implementation options.
Alternative Solutions
We offer a suite of custom multi-asset and alternatives-focused solutions for investors seeking bespoke portfolios or turnkey programs and advisors seeking proprietary portfolios to offer their clients.
We offer a range of customized solutions including sophisticated tax-management strategies.
"We are committed to delivering exceptional service and superior investment results. We have a client-centric approach to portfolio management and an innovative asset allocation methodology designed to address the increasing diversity of investment options."
Head and CIO of the Solutions & Multi-Asset Group
"We take pride in the depth and breadth of our private markets platform and our collaborative approach to return generation across our portfolios."
Head of Global Private Credit & Equity
"Size, scale and expertise enables us to deliver a unique set of exposures and portfolio options to our clients. We offer flexibility in regards to strategies, implementation vehicles, investment types and liquidity preferences."
Chief Investment Officer and Head of the AIP Hedge Fund Team
"MSIM Real Assets delivers comprehensive Real Estate and Infrastructure solutions to our partners and clients. We are patient, disciplined investors, committed to working with the best operating partners in each market, seeking to generate strong risk-adjusted returns, and always putting our clients first."
Head of Global Real Assets
Educational Material
Who We Are
We have been committed to managing alternative investment strategies since 1985. Today, we are a leading provider across private equity, private credit, hedge funds, real estate and infrastructure. Backed by the operational strength of a $1.6 trillion AUM asset manager, we leverage the strength of our firm to innovate, to deliver best-in-class products and to customize investment programs that meet the unique needs of our clients around the globe. Designed to address investor challenges, our platform includes fund offerings that span investor qualification types, from 1940 Act funds to private placements.
Strength
Unparalleled global reach, resources, and reputation
Structure
Specialized teams with true investment autonomy
Strategies
Diverse range of strategies in markets where we have an edge
WHY CONSIDER INVESTING IN ALTERNATIVES?
Alternative investments are strategies that cannot be accessed through traditional equity and fixed income solutions. These strategies have the potential to address many of the challenges that face investors today—the need for enhanced income, inflation protection, diversification, and stability amid volatile markets.
What We Do
Learn More"We are committed to delivering exceptional service and superior investment results. We have a client-centric approach to portfolio management and an innovative asset allocation methodology designed to address the increasing diversity of investment options."
Head and CIO of the Solutions & Multi-Asset Group
"We take pride in the depth and breadth of our private markets platform and our collaborative approach to return generation across our portfolios."
Head of Global Private Credit & Equity
"Size, scale and expertise enables us to deliver a unique set of exposures and portfolio options to our clients. We offer flexibility in regards to strategies, implementation vehicles, investment types and liquidity preferences."
Chief Investment Officer and Head of the AIP Hedge Fund Team
"MSIM Real Assets delivers comprehensive Real Estate and Infrastructure solutions to our partners and clients. We are patient, disciplined investors, committed to working with the best operating partners in each market, seeking to generate strong risk-adjusted returns, and always putting our clients first."
Head of Global Real Assets
News & Insights
View All InsightsEducational Material
1 As of September 30, 2024
2 Investable Capital includes fee-earning assets under management (AUM), unfunded commitments, co-investments and fund leverage.
Diversification does not eliminate the risk of loss. Alternative investment funds are often unregulated, are not subject to the same regulatory requirements as mutual funds, and are not required to provide periodic pricing or valuation information to investors. The investment strategies described in the preceding pages may not be suitable for your specific circumstances; accordingly, you should consult your own tax, legal or other advisors, at both the outset of any transaction and on an ongoing basis, to determine such suitability.
The views and opinions and/or analysis expressed are those of the author or the investment team as of the date of preparation of this material and are subject to change at any time without notice due to market or economic conditions and may not necessarily come to pass. Furthermore, the views will not be updated or otherwise revised to reflect information that subsequently becomes available or circumstances existing, or changes occurring, after the date of publication. The views expressed do not reflect the opinions of all investment personnel at Morgan Stanley Investment Management (MSIM) and its subsidiaries and affiliates (collectively "the Firm"), and may not be reflected in all the strategies and products that the Firm offers.
This material is a general communication, which is not impartial and all information provided has been prepared solely for informational and educational purposes and does not constitute an offer or a recommendation to buy or sell any particular security or to adopt any specific investment strategy. The information herein has not been based on a consideration of any individual investor circumstances and is not investment advice, nor should it be construed in any way as tax, accounting, legal or regulatory advice. To that end, investors should seek independent legal and financial advice, including advice as to tax consequences, before making any investment decision.
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EMEA
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