Morgan Stanley Investment Management Inc. provides a broad range of investment advisory services to institutional clients, funds, and individual investors through various wrap fee programs and platform programs. The firm offers strategies across multiple asset classes, including equity, fixed income, multi-asset, liquidity, hedge funds, and private markets. Its investment approach incorporates rigorous fundamental and quantitative research, with capabilities spanning global equity and debt markets, real assets, and sustainable investing. Morgan Stanley Investment Management Inc. operates as a wholly owned subsidiary of Morgan Stanley, serving clients worldwide.
Fee Structure
Morgan Stanley Investment Management Inc. charges fees that vary based on the specific strategy, account type, and negotiated terms. For hedge fund and opportunistic strategies, annualized management fees are generally up to 1.50% of net asset value or up to 1.25% of capital commitments, and may include performance-based fees up to 10% of net profits or carried interest. For private markets strategies, management fees are generally up to 1.75% of capital commitments or contributions, alongside potential carried interest ranging from 5% to 20% of profits subject to hurdle rates. Clients participating in wrap fee programs pay a bundled fee directly to the program sponsor, which shares a portion with Morgan Stanley Investment Management Inc.