Boston Management and Research (BMR), a subsidiary of Morgan Stanley, provides investment advice to registered investment companies and private funds. BMR uses fundamental analysis of equity and debt securities, along with consideration of political, economic, and market conditions, to make investment decisions. BMR offers advisory services in equity, income, mixed-asset, and alternative strategies. BMR does not advise separate account clients.
Assets Under Management$130B
Clients73
AdvisorsN/A
Avg. per Client$1.8B
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
BMR manages investments for registered investment companies and private funds and is compensated through an advisory fee. The advisory fee is calculated as a percentage of the value of the assets in the portfolio. The fee can differ among individual portfolios. Fees are generally paid monthly.
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