Morgan Stanley adds new fixed income process to manager selection tool box

Morgan Stanley Wealth Management introduces a manager analysis screening and scoring process for fixed income, developed via its GIMA team.

Morgan Stanley adds new fixed income process to manager selection tool box

Morgan Stanley Wealth Management has introduced a new manager analysis screening and scoring process for fixed income developed through its global investment manager analysis team (GIMA).

Dubbed as Adverse Active Alpha for fixed income, the new process will extend the methodology from Morgan Stanley’s patented Adverse Active Alpha equity process.

The Adverse Active Alpha tool will help the firm to better analyze fixed income managers and increase the odds of selecting those with the potential to excel in the future.

The active part of the process will focus on managers who run portfolios that are truly differentiated from their benchmarks.

The tool, which combines the adverse and active components together, will derive a pool of fixed income managers with greater potential for outperformance.

Morgan Stanley managing director, head of manager solutions, co-head of GIMA Paul Ricciardelli said: “With the addition of the fixed income Adverse Active Alpha process to the manager selection tool box, Morgan Stanley Wealth Management further extends its offering in manager selection across both equity and fixed income products, which is part of our ongoing efforts to enhance investment results for our financial advisors and their clients.”

Morgan Stanley Wealth Management offers range of products and services including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services.