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Solutions Tailored to Your Needs
A bespoke solution requires specialised investment expertise along with extensive support to ensure it is tailored to your circumstances and investment policy requirements. Our short- and limited-duration bespoke accounts are versatile enough to address a range of institutional investor needs. Our multi-currency strategies are available for global accounts.
Customized Universe
The below snapshot highlights the ability to customise our short duration fixed income strategies, with each bespoke solution mandate investing in diversified pool of credit instruments across sectors, in accordance with a mandated benchmark.
The above represents the typical investments under normal market conditions and is subject to change.
Distinguishing Factors
Focus and Expertise
A specialised team within our Global Fixed Income with a focus on capital preservation and strong risk-adjusted returns.
Customization
High level on customization given client-specific risk, return, liquidity, accounting and tax/regulatory issues.
Access
Direct access to the portfolio management team, as the team works in partnership with our clients to help optimize their cash and liquidity management.
Flexibility
From trade authorisation policy to customised reporting, we consistently seek to meet our clients' unique needs. The Customised Fixed Income Team manages portfolios for corporations, insurance companies and other investors.
Resources
Daily portfolio and risk monitoring
Daily automated pre- and post-trade investment guideline compliance monitoring with our proprietary and third-party risk analytics
Broad fixed income capabilities, which includes a dedicated credit research team
Market insights to ensure that your portfolio and your overall cash investment program benefit from Morgan Stanley's Latest views
Access to research and strategies from the Global Liquidity and Fixed Income team and other Morgan Stanley divisions
Extensive investment team, including dedicated credit research team
Formal portfolio reviews as needed
Please visit our Glossary page for fund related terms and definitions.
Strategy Risks
Please be aware that liquidity instruments may be subject to certain additional risks. Fixed-income securities are subject to the ability of an issuer to make timely principal and interest payments (credit risk), changes in interest rates (interest-rate risk), the creditworthiness of the issuer and general market liquidity (market risk). In a rising interest-rate environment, bond prices may fall. In a declining interest-rate environment, the portfolio may generate less income.
Bespoke solutions managed according to the strategy include a number of securities and will not necessarily track the performance of any index. This material does not constitute an offer to buy or sell any financial instrument or to participate in any trading strategy.
