Bespoke Solutions

Solutions Tailored
to Your Needs

A bespoke solution requires specialised investment expertise along with extensive support to ensure it is tailored to your circumstances and investment policy requirements. Our short- and limited-duration bespoke accounts are versatile enough to address a range of institutional investor needs. Our multi-currency strategies are available for global accounts.

Customised Universe

The below snapshot highlights the ability to customise our short duration fixed income strategies, with each bespoke solution mandate investing in diversified pool of credit instruments across sectors, in accordance with a mandated benchmark.

Distinguishing Factors

Focus and Expertise

A specialised team within our Global Fixed Income with a focus on capital preservation and strong risk-adjusted returns.

Customisation

High level on customisation given client-specific risk, return, liquidity, accounting and tax/regulatory issues.

Access

Direct access to the portfolio management team, as the team works in partnership with our clients to help optimize their cash and liquidity management.

Flexibility

From trade authorisation policy to customised reporting, we consistently seek to meet our clients' unique needs. The Customised Fixed Income Team manages portfolios for corporations, insurance companies and other investors.

Resources

Daily portfolio and risk monitoring
Daily automated pre- and post-trade investment guideline compliance monitoring with our proprietary and third-party risk analytics
Broad fixed income capabilities, which includes a dedicated credit research team
Market insights to ensure that your portfolio and your overall cash investment program benefit from Morgan Stanley's Latest views
Access to research and strategies from the Global Liquidity and Fixed Income team and other Morgan Stanley divisions
Extensive investment team, including dedicated credit research team
 
Formal portfolio reviews as needed
 
Investment Professionals
Managing Director
30 years industry experience
Managing Director
24 years industry experience
Team members may be subject to change at any time without notice.


 

Please visit our Glossary page for fund related terms and definitions.

Strategy Risks

Please be aware that liquidity instruments may be subject to certain additional risks. Fixed-income securities are subject to the ability of an issuer to make timely principal and interest payments (credit risk), changes in interest rates (interest-rate risk), the creditworthiness of the issuer and general market liquidity (market risk). In a rising interest-rate environment, bond prices may fall. In a declining interest-rate environment, the portfolio may generate less income.

Bespoke solutions managed according to the strategy include a number of securities and will not necessarily track the performance of any index. This material does not constitute an offer to buy or sell any financial instrument or to participate in any trading strategy.

This is a Marketing Communication.

Please be aware that liquidity instruments may be subject to certain additional risks. Fixed-income securities are subject to the ability of an issuer to make timely principal and interest payments (credit risk), changes in interest rates (interest-rate risk), the creditworthiness of the issuer and general market liquidity (market risk). In a rising interest-rate environment, bond prices may fall. In a declining interest-rate environment, the portfolio may generate less income.

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