Individual Investors - Manager Selection

Home > Our Accounts > Separately Managed Accounts >

Manager Selection

Manager Research

Choosing a professional portfolio manager is one of the most important decisions any investor can make. Given the thousands of managers and funds available, finding the right investment manager can be a challenge.

To help investors make these difficult decisions, our Investment Advisor Research team at Morgan Stanley Smith Barney has developed a disciplined process for evaluating investment managers. Our research is focused on a review of both qualitative and quantitative factors; factors that are designed to deliver a wealth of detailed information about the investment products available through our advisory programs.

Goals of Investment Advisor Research

We seek to offer our clients a diverse selection of independent, third-party investment managers and products who meet or exceed our quality standards
We seek to provide practical, actionable advice that will enable clients to select appropriate managers and effectively monitor their on-going performance
Where appropriate, we seek to help clients take advantage of shorter-term market trends that may favor specific managers or strategies


	Branch Locator \| Site Map \| Privacy \| Terms of Use \| Disclosures \| Morgan Stanley & Co. Incorporated Financial Statement

	The Global Wealth Management Group of Morgan Stanley & Co. Incorporated and the Smith Barney division of Citigroup Global Markets Inc. have combined into Morgan Stanley Smith Barney LLC, a new investment adviser and broker-dealer registered with the Securities and Exchange Commission. In general, references to Morgan Stanley in this section of the site should be read as Morgan Stanley Smith Barney; however, some services will continue to be provided by Morgan Stanley & Co. Incorporated. Click here to read the Statement of Responsibilities, which explains the respective roles and functions of Morgan Stanley and Morgan Stanley Smith Barney. The information and services provided on the website are intended for persons in the U.S. only. Non-U.S. persons are directed to our Global Offices page. © 2010 Morgan Stanley Smith Barney LLC, member SIPC. All rights reserved.