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| | | | | Why do you need an investment manager? | | |
The increasing complexity of the financial markets is one reason why more and more investors are turning to full-time professional investment managers. With a professionally managed portfolio, you don't have to compare research on thousands of stocks or try to keep abreast of market movements; your manager does that for you.
Experienced investment professionals -- some of whom manage billions of dollars in assets for pension funds and other large institutions -- have access to research capabilities that allow them to review and analyze large quantities of information. In implementing their investment decisions, these managers also work under a clearly defined investment discipline, which removes the emotional element that may impact individual investors decisions.
| | | | Shouldn't your manager be screened? | | |
Morgan Stanley evaluates and performs ongoing due diligence.
We have evaluated up to 300 of the over 30,000 independent investment managers, nationwide, deemed to fit our stringent criteria, and we perform ongoing due diligence in judging the best of them.
Our on-site due diligence teams examine, among other things, the quality of each manager's research, personnel and facilities. We scrutinize their financial stability, client communications and service capabilities, and we study their investment processes and their ability to adhere to stated investment disciplines.
Our stringent screening process ensures that we recommend only those investment managers who meet these criteria:
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Assets under management of at least $100 million. |
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A proven track record of at least five years. |
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A highly qualified, stable management team. |
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A solid reputation in the financial services industry. |
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Proven administrative capabilities. |
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A definable, consistent investment process. |
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