Welcome to the Alternatives Investing Center

Transcript

Hello I’m Frank Famiglietti, Managing Director Morgan Stanley Investment Management and Head of Intermediary Distribution for Alternatives. Welcome to our Alternatives Investing Center.

Here, you’ll have access to in-depth courses across public and private markets. Our comprehensive, unbiased education will help you navigate strategies such as:

Private Equity, Private Credit, Real Estate, Hedge Funds, Infrastructure, and Venture Capital

Morgan Stanley Investment Management has been investing in private markets for over 30 years and is widely recognized as a pioneer in allocating across alternatives. We’re uniquely positioned to help financial advisors optimize client outcomes by integrating alternative and traditional investments within a thoughtful portfolio construction framework.

Structural shifts in financial markets — from the end of easy money to rising volatility — are reshaping how investors must think about building and preserving wealth. We’re also operating in a world of accelerating complexity: AI and rapidly shifting regulations are reshaping the investment landscape, and the old playbook simply no longer works. Financial advisors need more than tools. They need differentiated access. That’s what Morgan Stanley Investment Management’s Alternatives Investing Center aims to deliver: real-time access to information, ideas and experts—thought leaders who are shaping the future of investing.

For decades, a mix of stocks and bonds delivered strong, risk-adjusted returns. But today, a traditional 60/40 portfolio no longer reflects the investment opportunities available to individual investors, and it no longer serves as a truly well-balanced portfolio. Stocks and bonds are increasingly correlated, falling together during inflationary shocks and rate hikes.

Alternatives provide essential portfolio diversification, introducing returns that are not directly dependent on public market cycles. At the same time, alpha in public markets has become harder to capture, with increased market efficiency, compressed valuations, and concentration in passive vehicles. However, private markets performance is driven by informational advantage as well as sourcing skill.

It’s an exciting time in capital markets. New investment structures are unlocking opportunities for all types of investors. These new structures — including evergreen funds, interval funds, and tender-offer vehicles are making alternatives more accessible, more flexible, and more aligned with the needs of individual investors and their advisors.

We’re thrilled to partner with you as we navigate the evolving world of investing. To that end, we are committed to delivering best-in-class content in an array of formats to meet your needs:

• Live and on-demand classes delivered by industry thought leaders
• Short videos that provide high-level information on alternative investment strategies
• Downloadable, in-depth strategy-level investment guides
• Continuing education credits
• White papers from the industry’s top investing minds
• And infographics that can distill market trends into actionable ideas

The Alternatives Investment Center is about more than education. It’s about partnership and discovering new paths to investment success. In a world where markets are changing faster than ever, access is key—access to information, access to ideas and access to experts.

The Alternatives Investing Center is here to deliver this access, backed by the industry-leading, global resources of Morgan Stanley.

Thank you and we’re thrilled to be partnering with you!

The views and opinions and/or analysis expressed are those of the author or the investment team as of the date of preparation of this material and are subject to change at any time without notice due to market or economic conditions and may not necessarily come to pass. Furthermore, the views will not be updated or otherwise revised to reflect information that subsequently becomes available or circumstances existing, or changes occurring, after the date of publication. The views expressed do not reflect the opinions of all investment personnel at Morgan Stanley Investment Management (MSIM) and its subsidiaries and affiliates (collectively “the Firm”), and may not be reflected in all the strategies and products that the Firm offers.