Morgan Stanley Investment Management’s Insurance Solutions team proudly supports our insurance clients with bespoke investment solutions and a comprehensive, innovative fund range.
We seek to provide risk-based capital efficient solutions, and add value and thought leadership in portfolio management and asset allocation, reporting and transparency, risk and governance, and technical considerations of local industry and regulatory change.
Contact UsStrategic Partnerships
Our support for insurance clients
Client-centric
Robust operational support for insurance clients with complex and varied requirements.
Comprehensive
Full range of funds and bespoke solutions across all asset classes.
Supportive
Essential ESG knowledge and regulatory expertise across jurisdictions globally.
CLIENT FOCUS
Clear understanding of our client’s business and operating environment
Pro-active communication of investment ideas & themes
Support via webinars, white papers, and conferences
PORTFOLIO MANAGEMENT
Insurance team can work with our clients and investment teams to guide and support investment profiles
Support with, and integration of, strategic and tactical objectives
ESG
Extensive, well established ESG capabilities
Bespoke solutions to satisfy climate impact priorities of clients
Firmwide training program for investment professionals on climate change
OPERATIONAL SUPPORT
Commitment to client experience with coordinated on-boarding and ongoing support
Established reporting capabilities with sophisticated risk & reporting platforms
MORGAN STANLEY BANK
Support in provision of cross business solutions
Access to intellectual capital across sales & trading
Working in partnership with Morgan Stanley ALM team
REGULATORY
Expertise in local accounting and regulation
A first mover in provision of capital efficient solutions for insurers
Meet the Team
We’re committed to understanding the objectives of each of our insurance clients to support the right balance between return, risk, capital, and ESG and regulation.
Richard Sarsfield, CFA
Head of Insurance Solutions
Christian Lundsteen, FIA
Actuarial, Insurance Team
Insurance Market Updates
Insurance Award Wins
2024
2023
2022
2021
2020
2019
2018
Morgan Stanley Investment Management’s Insurance Solutions team proudly supports our insurance clients with a comprehensive and innovative fund range and bespoke investment solutions.
We seek capital efficient solutions and add value and thought leadership in portfolio management and asset allocation, reporting and transparency, risk and governance, and technical considerations of industry and regulatory change.
Contact UsStrategic Partnerships
Our support for insurance clients
Client-centric approach
Robust operational support for insurance clients with complex and varied requirements.
Comprehensive
An extensive range of fund offerings and fully bespoke global account solutions across all asset classes.
Conversant
Essential ESG knowledge and regulatory expertise across many jurisdictions globally.
CLIENT FOCUS
Clear understanding of our client’s business and operating environment
Pro-active communication of investment ideas & themes
Support via webinars, white papers, and conferences
PORTFOLIO MANAGEMENT
Insurance team can work with our clients and investment teams to guide and support investment profiles
Work closely with clients on regulatory guidance
Support with, and integration of, strategic and tactical objectives
REGULATORY
Expertise in local accounting and regulation
First mover and provider of capital efficient solutions for insurers
OPERATIONAL SUPPORT
Commitment to client experience with coordinated on-boarding and ongoing support
Established reporting capabilities with sophisticated risk & reporting platforms
MORGAN STANLEY BANK
Support in provision of cross business solutions
Access to intellectual capital across sales & trading
Working in partnership with Morgan Stanley ALM team
ESG
Extensive, well established ESG capabilities
Bespoke solutions to satisfy climate impact priorities of clients
Firmwide training program for investment professionals on climate change
Meet the Team
We’re committed to understanding the objectives of each of our insurance clients to support the right balance between return, risk, capital, and ESG and regulation.
Richard Sarsfield, CFA
Head of Insurance Solutions
Christian Lundsteen, FIA
Actuarial, Insurance Team
Gauthier Lambert
Quantitative Analytics, Insurance Team
Insurance Market Updates
Insurance Award Wins
2024
2023
2022
2021
2020
2019
2018
