Rui De Figueiredo, Ph.D.

Head of Solutions & Multi-Asset Group
26 years industry experience

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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.

Biography

Rui is head of the Solutions & Multi-Asset Group, overseeing businesses that offer multi-asset, alternative, sustainable and specialty solutions. He is a member of the Morgan Stanley Global Investment Committee and the Morgan Stanley Investment Management Operating Committee as well as a senior sponsor of the Morgan Stanley Investment Management Sustainability Council.

Prior to joining Morgan Stanley in 2007, Rui led research on behalf of Citi Alternative Investments, developing and implementing leading-edge research on portfolio strategy with alternative investments. He also has strategy consulting experience from his time at Boston Consulting Group and Alliance Consulting Group. He has over 25 years of financial services experience.

Rui has published extensively in finance, economics, law and political science journals. He is a tenured professor at the Graduate School and an associate professor (emeritus) at the Haas School of Business at the University of California, Berkeley. Rui holds an AB degree from Harvard University, and a PhD and two master’s degrees from Stanford University.

Rui is a member of the
Portfolio Solutions Group

View Team

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.