Jim Caron

Chief Investment Officer
32 years industry experience

Biography

Jim Caron is the Chief Investment Officer of the Portfolio Solutions Group at MSIM. He has 32 years of industry experience and joined Morgan Stanley in 2006. Previously, he was a portfolio manager and head of global macro strategies on the Fixed Income Team. He also held the position of Global Head of Interest Rates, Foreign Exchange, and Emerging Markets Strategy with Morgan Stanley Research. In earlier years, he was a director at Merrill Lynch where he headed the U.S. Interest Rate Strategy Group. Jim also held various trading positions in rates and option products at JP Morgan. He earned a B.A. in physics from Bowdoin College, a B.S. in aeronautical engineering from the California Institute of Technology, and an M.B.A. from New York University.

Strategies

Strategy Name	Description
Global Balanced Income Strategy	Invests across global asset classes, aiming to manage total portfolio risk while enhancing returns from tactical positioning, seeking to deliver attractive returns, a stable income and a measure of downside protection in volatile markets.
Global Balanced Risk Control Strategy: Fixed Weight Benchmark	Invests across global asset classes, aiming to manage tracking error around a fixed-weight benchmark while enhancing returns from tactical positioning and seeking excess returns, with a measure of downside protection in volatile markets.
Global Balanced Risk Control Strategy: Total Portfolio Risk Control	Invests across global asset classes, aiming to manage total portfolio risk while enhancing returns from tactical positioning and seeking to deliver attractive returns and downside protection in volatile markets. The Strategy can be customised to client-specified risk levels, with a range of instruments for implementation of asset class exposures including direct securities, active funds and ETFs.
Portfolio Solutions - Multi-Alternative Strategies	Offers discretionary multi-alternative investment solutions tailored to the specific needs and requirements of each client.
Outsourced CIO Programs	Offers comprehensive, full-service discretionary investment management programs tailored to the specific needs and requirements of each client.

Global Balanced Income Strategy

Invests across global asset classes, aiming to manage total portfolio risk while enhancing returns from tactical positioning, seeking to deliver attractive returns, a stable income and a measure of downside protection in volatile markets.

Global Balanced Risk Control Strategy: Fixed Weight Benchmark

Invests across global asset classes, aiming to manage tracking error around a fixed-weight benchmark while enhancing returns from tactical positioning and seeking excess returns, with a measure of downside protection in volatile markets.

Global Balanced Risk Control Strategy: Total Portfolio Risk Control

Invests across global asset classes, aiming to manage total portfolio risk while enhancing returns from tactical positioning and seeking to deliver attractive returns and downside protection in volatile markets. The Strategy can be customised to client-specified risk levels, with a range of instruments for implementation of asset class exposures including direct securities, active funds and ETFs.

Portfolio Solutions - Multi-Alternative Strategies

Offers discretionary multi-alternative investment solutions tailored to the specific needs and requirements of each client.

Outsourced CIO Programs

Offers comprehensive, full-service discretionary investment management programs tailored to the specific needs and requirements of each client.