Morgan Stanley Investment Management, Inc.

Morgan Stanley Investment Management, Inc.

Morgan Stanley Investment Management, Inc.

Overview
Date Founded

1975

Headquarters

522 5th Avenue,New York, NY 10036-7601

Type of Company

Private

Employees (Worldwide)

883

Industries

Investment Services & Portfolio Management

Company Description

Morgan Stanley Investment Management strives to provide outstanding long-term investment performance and best-in-class service to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. Their global structure leverages the breadth, depth and access of the Morgan Stanley franchise to provide their clients a comprehensive suite of investment management solutions.

Contact Data
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Executives & Employees

Chief Executive Officer

President & Managing Director

Executive Director, Private Wealth Management

Executive Director

Executive Director

Executive Director

Executive Director

Executive Director

Executive Director, Global & Commodity Strategist

Executive Director

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Morgan Stanley Investment Management, Inc.
Recent Transactions
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Morgan Stanley Investment Management, Inc., Morgan Stanley Infrastructure, Inc., Olympia Nederland BV /Private Group purchase Olympia Nederland BV from Avedon Capital Partners BV

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Morgan Stanley Investment Management, Inc., Morgan Stanley purchase Mesa West Capital LLC

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Madrilena Red de Gas Sau /Private Group purchases Madrileña Red de Gas SAU from Morgan Stanley, Morgan Stanley Infrastructure, Inc., Partners Group Private Infrastructure

Transaction Clients
Lender

Advised on Madrilena Red de Gas Sau /Private Group purchases Madrileña Red de Gas SAU from Morgan Stanley, Morgan Stanley Infrastructure, Inc., Partners Group Private Infrastructure

Transaction Advisors
Investment Advisor

Advised onMorgan Stanley Investment Management, Inc., Morgan Stanley Infrastructure, Inc., Olympia Nederland BV /Private Group purchase Olympia Nederland BV from Avedon Capital Partners BV

Legal Advisor

Advised onMorgan Stanley, Morgan Stanley Investment Management, Inc. purchase Affinity Investment Advisors LLC (Old)

Investment Advisor

Advised onMorgan Stanley Investment Management, Inc., Morgan Stanley purchase Mesa West Capital LLC

Investment Advisor

Advised onMorgan Stanley Investment Management, Inc., Morgan Stanley Infrastructure, Inc., Olympia Nederland BV /Private Group purchase Olympia Nederland BV from Avedon Capital Partners BV

Legal Advisor

Advised onMorgan Stanley Investment Management, Inc., Morgan Stanley purchase FrontPoint Partners LP

Investment Advisor

Advised onMorgan Stanley Investment Management, Inc., Morgan Stanley Infrastructure, Inc., Olympia Nederland BV /Private Group purchase Olympia Nederland BV from Avedon Capital Partners BV

Advisors & Consultants
Custodian

State Street Corp. operates as a financial holding company. It conducts business primarily through State Street Bank. The company operates through following business lines: Investment Servicing and Investment Management. The Investment Servicing business offers custody, product and participant-level accounting, daily pricing and administration, master trust and master custody, record-keeping, cash management, foreign exchange, brokerage and other trading services, securities finance, deposit and short-term investment facilities, loans and lease financing, investment manager and alternative investment manager operations outsourcing, and performance, risk and compliance analytics. The Investment Management business provides services through State Street Global Advisors, which provides a broad array of investment management, investment research and investment advisory services to corporations, public funds and other sophisticated investors. It offers strategies for managing financial assets, including passive and active, such as enhanced indexing, using quantitative and fundamental methods for both the U.S. and global equities and fixed-income securities. The company was founded in 1969 and is headquartered in Boston, MA.

Auditor

Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

Marketer

Morgan Stanley & Co. LLC is an SEC-registered broker/dealer headquartered in New York City and was founded in 1969. The firm is the primary broker subsidiary of Morgan Stanley (NYSE: MS). They are a member of FINRA. Morgan Stanley provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

Clients

CalSTRS is administered by a 12-member Teachers' Retirement Board. The objectives of the firm’s investment committee are set forth in the California Constitution and the California Education Code. The Teachers Retirement Fund is a special trust fund established by law that holds the assets of the following programs: Defined Benefit, Defined Benefit Supplement and Cash Balance Benefit. The assets come from contributions by members, employing school districts and the State of California. The funds investments create a stream of income to add to those assets. The CalSTRS portfolio has broadly diversified holdings in seven categories: Global Equity, Fixed Income, Real Estate, Private Equity, Cash, Inflation Sensitive and Overlay. CalSTRS often engages in shareholder activism.

URS focuses on strategic, long-term investments across a wide variety of asset classes including domestic equities, international equities, domestic fixed-income securities, international fixed-income securities, domestic short-term securities, international short-term, absolute return strategies, private equity, real estate and mortgage loans. Their primary investment objectives are to preserve fund assets and generate an appropriate level of risk-adjusted return to meet future pension obligations. URS periodically completes an asset allocation and liability study to determine the optimal portfolio diversification to meet those obligations. URS maintains a long-term investment outlook to allow the portfolio to take advantage of the favorable risk-return characteristics of equities by placing more emphasis on this category. Internal and external portfolio managers employing both passive (indexed) and active strategies are utilized.

The Public School Teachers Retirement Fund of Chicago (CTPF) invests across a broad range of asset classes including: (1) large-cap index (2) large-cap core (3) large-cap value (4) large-cap growth (5) mid-cap index (6) mid-cap core (7) small-cap index (8) small-cap value (9) small-cap growth (10) all-cap equity (11) international equity (12) private equity (13) public REITs (14) private real estate (15) infrastructure (16) hedge funds (17) fixed-income index (18) fixed-income core investment grade (19) fixed-income opportunistic and (2) cash equivalents.CTPF's asset allocation policy targets an allocation of 62.5% of the fund's assets to investments in the public equity sector. To increase diversification benefits while maintaining a core position in equities, approximately 40% of their domestic equity investments are allocated to equity index funds, with the remaining assets allocated to active equity managers. To further improve diversification, CTPF targets a commitment of 9% of the fund's total assets to small-cap equities and 22% to international equities. They strive to invest at least 3.5% of their assets in mid-cap equities, up to 30% in the emerging markets or lesser developed countries, 3% in the private equity sector, 2% in the infrastructure sector, 2% in hedge funds, 2.5% in public REITs, 6.5% in private real estate sector and 19.5% in fixed-income securities. To increase diversification while maintaining a core position in fixed-income securities, 55% to 60% of the fund's domestic fixed-income investments are allocated to bond index funds, with the remaining portion allocated to core investment grade and opportunistic managers. CTPF allocates 2% of the fund's total assets to cash equivalents or short-term fixed-income securities to meet the fund's benefits and expense requirements.

Investments
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Magic Leap, Inc. engages in the development of human computing interfaces and software. It offers Magic Leap 1. The company was founded by Rony A. Abovitz, Brian Schowengerdt, Samuel A. Miller, and Randall Handby 2011 and is headquartered in Plantation, FL.

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Doximity, Inc. operates an online community of physician network. It provides communication platform for doctors to connect and collaborate with their peers online and with smartphone applications for iPhone and Android devices. The platform also enables physicians to connect with physicians to collaborate on patient treatment or identify the appropriate expert for patient referrals. The company was founded by Konstantin Guericke, Nate Gross and Jeffrey A. Tangney in 2011 and is headquartered in San Francisco, CA.

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Domo, Inc. designs, develops, and markets executive management software solutions. It offers customized software tools for business operations, customer relationship management, human resources, and financial reporting. The company was founded by Joshua G. James in September 2010 and is headquartered in American Fork, UT.

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