Bringing you live news and features since 2006 

Morgan Stanley Investment Management launches Global Mortgage Securities Fund

RELATED TOPICS​

Morgan Stanley Investment Management (MSIM) has launched the Morgan Stanley Investment Funds Global Mortgage Securities Fund, which invests in a portfolio of mortgages and securitised debt instruments issued by government agencies and private institutions.



Sheila Huang, head of the MSIM mortgage team, says: “The global mortgage market is a broad and dynamic landscape. Over time, investor preferences and convictions can change due to such factors as regulatory constraints, asset values and the availability of credit. These changes result in dislocations in relative value and solid opportunities for mortgage-related investments. In order to spot these opportunities as they just begin to take shape, the fund’s experienced and informed team takes a long-term perspective and leverages its disciplined investment process and commitment to research.”

The new fund applies a consistent, thematic, targeted bottom-up investment approach that combines global macro fundamental analysis, thorough research and analysis of industry trends to create a diversified portfolio of securitised instruments. MSIM’s global mortgage research teams seek to identify potential value opportunities in all areas of the securitised market, and portfolio construction takes place over three key stages – value identification, implementation and evaluation.

Arthur Lev, head of MSIM’s long-only business, says: “Our focus is our clients – in these difficult market conditions, our goal is to develop products that allow clients access to diverse asset classes. The Global Mortgage Securities fund leverages the extensive market experience of investment professionals within the long-only business to help clients achieve their investment goals.”

Latest News

European ETFs raised USD47.8 billion in Q1, a 15 per cent increase compared to the same period in 2023, according..
LSEG Lipper’s March report finds that globally equity ETFs (+EUR113.2 billion) enjoyed the highest estimated net inflows for the month,..
Morningstar has published a review of the European ETF market for the first quarter 2024, which finds that it gathered..
ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..

Related Articles

Kristen Mierzwa, FTSE Russell
Index Investments Group (IIG), a division within index provider FTSE Russell, has extended its range of indices through two new...
ETFs
US ETF issuers of active ETFs are facing an increase in fees from the big custodian firms, such as Charles...
Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by