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MFWire: Morgan Stanley Funds, Universal Institutional Funds
MUTUAL FUND FAMILY PROFILES [BETA]
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Morgan Stanley Investment Management
522 Fifth Ave.
New York, NY  10036
Google Maps

Contact
Main Phone: 212-296-1349
Web Site: http://www.morganstanley.com/msim

Mutual Fund Brand(s)
Morgan Stanley Funds, Universal Institutional Funds

Research Links
  • SEC Fund Filings by CIK

  • Background:
    On March 1, 2021, Morgan Stanley closed on its planned acquisition of a publicly traded asset manager, Boston-based Eaton Vance. The $7-billion deal boosted Morgan Stanley's wealth management and investment management segments to a combined $5.4 trillion in client assets. The deal also brought Eaton Vance subsidiaries Calvert Research and Management (a Washington, D.C.-based ESG fund firm) and Parametric Portfolio Associates (a Seattle-based provider of direct indexing and other custom investment solutions).

    Morgan Stanley Investment Management is the asset management arm of the publicly traded, New York City-based investment bank. (The parent firm, a Wall Street giant, is the parent of the Morgan Stanley wirehouse, a key distribution ally to fundsters.)

    On June 1, 2010, Morgan Stanley sold off a retail asset management business, including Van Kampen, to Invesco. The deal, priced at $1.5 billion, gave Morgan Stanley a 9.4 percent stake in the combined mutual fund firm, so the investment bank and wirehouse is not completely cut off from its old mutual fund business. Morgan Stanley retained its institutional asset management business after the sale.
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    Key People:
    Dan Simkowitz
    Managing Director, Head of Asset Management, Co-Head of Firm Strategy and Execution, Morgan Stanley
    Paul Price
    Global Head of Distribution, Morgan Stanley Investment Management
    John Cooper
    Head of Intermediary Distribution, North America, Morgan Stanley Investment Management
    Aiden Redmond
    Managing Director - Head of Institutional Distribution, Morgan Stanley Investment Management
    Story Archive for Morgan Stanley Investment Management
    Published On Story Headline Publication
    11/13/2024 A $572B-AUM Direct Indexer Powers Up a 3rd ETF MFWire.com
    10/21/2024 MFs and ETFs Surpass $30T and 43K Funds MFWire.com
    9/27/2024 Fido and BlackRock Lead an $83B Rebound MFWire.com
    9/24/2024 Titans' Inflows Shrink By $25B In August MFWire.com
    9/10/2024 DiLorenzo, Lieb, and 7 Fund Firms Win Big At a Gotham Gala MFWire.com
    8/30/2024 Fido Wins As Flows Improve By $30B MFWire.com
    8/26/2024 Netting $33.619B, BlackRock Threepeats MFWire.com
    7/17/2024 BlackRock Wins Q2 With $62B MFWire.com
    7/15/2024 Week In Preview, July 15 - July 21 MFWire.com
    6/28/2024 Money Funds Make a $74B Turnaround MFWire.com
    6/25/2024 BlackRock Leads a $30B Inflows Spike MFWire.com
    6/20/2024 Franklin, Matthews, and 30 Other AMs Win Big In Gotham MFWire.com
    5/22/2024 Money Fund Outflows Fall By $80B MFWire.com
    5/14/2024 April Breaks Funds' Five-Month, $279B Inflows Streak MFWire.com
    4/26/2024 Despite a $33B Drop, Fidelity Still Leads MFWire.com
    4/19/2024 Titans' Inflows Rise By $68B MFWire.com
    4/18/2024 DFA, Van Eck, and 11 More AMs Win Big In Gotham MFWire.com
    3/27/2024 Schwab Pulls Ahead With $10.4B MFWire.com
    3/12/2024 Five of 2024's Most Sustainable Fund Firms MFWire.com
    2/28/2024 Fidelity Repeats As These Inflows Rise By $44B MFWire.com
    2/14/2024 A $1.5T-AUM Firm Adds Its 12th ETF MFWire.com
    1/30/2024 These Funds Made a $1.025T 2023 Comeback MFWire.com
    1/22/2024 The $443.748B Comeback MFWire.com
    12/19/2023 Money Funds Bounce Back With $185B MFWire.com
    12/13/2023 With $29.98B, BlackRock Dominated In November MFWire.com
    11/29/2023 $31.6B In Outflows Break a 12-Month Streak MFWire.com
    10/31/2023 $1.126T In a Year MFWire.com
    10/30/2023 A $1.4T-AUMS AM Adds Five Active ETFs MFWire.com
    9/28/2023 These Inflows Jumped $94B In a Month MFWire.com
    8/31/2023 15 of the Best Employers For Women Fundsters In 2023 MFWire.com
    8/24/2023 JPMAM Flows Jump $27B MFWire.com
    7/28/2023 The $597B Half-Year MFWire.com
    7/20/2023 Schwab Dominates As Large Firm Outflows Shrink By 89 Percent MFWire.com
    6/29/2023 JPMAM Leads a $145B Rebound MFWire.com
    5/24/2023 These Flows Fell By $354B In April MFWire.com
    5/16/2023 DFA Leads As Large Firms' Flows Improve By $20.6B MFWire.com
    4/20/2023 Large Firms' Flows Sour By $14B Even As Schwab's Inflows Climb MFWire.com
    3/28/2023 Fidelity Repeats With $31B MFWire.com
    2/28/2023 Fidelity's Inflows Rise to $27B MFWire.com
    2/28/2023 15 of the Best Fund Firms to Work For In 2023 MFWire.com
    2/10/2023 GuideStone Debuts Two Impact Funds MFWire.com
    1/31/2023 A $151B Quarter Almost Reverses a Rough Year MFWire.com
    1/19/2023 Schwab Dominates, Raking In $38B MFWire.com
    12/16/2022 11 Months, $205B In Outflows MFWire.com
    11/28/2022 Goldman Leads With $22B MFWire.com
    11/9/2022 Crossing $10B, a Fund Firm Teams With a $366B-AUM Quant Shop MFWire.com
    10/26/2022 With $17B, Schwab Leads Again MFWire.com
    9/28/2022 Schwab Leads With $19.9B MFWire.com
    8/24/2022 Money Funds Rake In $29B MFWire.com
    8/15/2022 Schwab's Inflows Triple to $4.605B MFWire.com
    7/20/2022 Large Firms Account For All the Industry's 2022 Net Outflows MFWire.com
    6/29/2022 Fund Firms React to Roe v. Wade's Demise MFWire.com
    6/24/2022 In One Month, an $80B Reversal MFWire.com
    5/31/2022 Money Fund Outflows Octuple In a Month MFWire.com
    5/20/2022 Only One-Eighth of Large Firms Net Inflows MFWire.com
    5/5/2022 The 17 Best Fund Firms For Diversity MFWire.com
    4/26/2022 These Funds' $159B Pain Dominated Q1 MFWire.com
    4/18/2022 Bridge Builder's Inflows Quadruple, Breaking a 5-Month Schwab Streak MFWire.com
    4/11/2022 Week In Preview, April 11 - April 17 MFWire.com
    3/15/2022 Schwab's Five-Month-Old Lead Widens MFWire.com
    2/28/2022 One Month, $119B In Outflows MFWire.com
    2/15/2022 Schwab Four-Peats As Large Firms' Marketshare Rises MFWire.com
    2/9/2022 The 16 Most Admired Fund Firms Are ... MFWire.com
    2/8/2022 The 41 Best Fund Firms For LGBTQ+ Workers MFWire.com
    1/31/2022 Money Market Flows Fell 23 Percent Last Year, But ... MFWire.com
    1/19/2022 Schwab's Inflows Nearly Triple to $50B MFWire.com
    12/9/2021 23 Fund Firms Win Big MFWire.com
    10/28/2021 Pimco and an Eaton Vance Exec Win Big MFWire.com
    8/2/2021 iM Global Invests In a $14.6B-AUM Shop MFWire.com
    5/21/2021 A $1.4T-AUM AM's Chief Rises MFWire.com
    5/14/2021 D&I Leaders Call For Resources, Not Just Initiatives MFWire.com
    4/12/2021 Week In Preview, April 12 - April 18 MFWire.com
    3/12/2021 100 Fund Firms Win Big, With Morgan Stanley Leading the Pack MFWire.com
    3/3/2021 Morgan Stanley and Victory Seal Deals MFWire.com
    1/13/2021 Provencher Hires a MSIM Alum For a Key Role MFWire.com
    10/8/2020 Morgan Stanley Will Buy a $500B-AUM Fund Firm MFWire.com
    10/1/2020 Two Discount Brokerage Deals Near Their Finish Lines MFWire.com
    9/16/2020 2020 Inflows Reach 46 Percent of This Shop's AUM MFWire.com
    8/25/2020 Money Fund Outflows Fall 64 Percent MFWire.com
    8/17/2020 For Two-Thirds of Midsize Firms, 2020 Flows Are Still In the Red MFWire.com
    7/17/2020 Two-Thirds of 2020 Outflows Came From Midsize Firms MFWire.com
    6/26/2020 Money Fund Flows Plunge 88 Percent, But ... MFWire.com
    6/16/2020 Midsize Fund Firms' Inflows Return MFWire.com
    5/29/2020 The Money Fund Inflows Flood Slows a Bit MFWire.com
    5/18/2020 Midsize Outflows Plunge 96 Percent MFWire.com
    4/23/2020 15 Percent of Money Funds' AUM Arrived Last Month MFWire.com
    3/27/2020 Some Asset Manager's Parents Are Shielding Jobs Mid-Crisis MFWire.com
    3/6/2020 170 Fundsters Gather As 92 Fund Firms Win Big MFWire.com
    1/23/2020 The 16 Most-Admired Fund Firms MFWire.com
    1/16/2020 Midsize Firms' Outflows Fell 78 Percent In 2019 MFWire.com
    12/13/2019 Nationwide Leads Again MFWire.com
    10/15/2019 A Midwestern ETF Shop Retakes First MFWire.com
    9/18/2019 Mid-Size Firms Suffer 72 Percent of MF Outflows MFWire.com
    8/19/2019 Active Outflows Disappear As Passive Inflows Fall MFWire.com
    8/13/2019 An I-Bank's AM Wins In July MFWire.com
    7/22/2019 Pimco and BlackRock Win In June MFWire.com
    7/16/2019 First Trust Dethrones Baird MFWire.com
    6/14/2019 Baird Three-Peats MFWire.com
    6/13/2019 U.S. Fundsters Advance In China and Mexico MFWire.com
    3/8/2019 T. Rowe, Fidelity, Pimco and OpFunds Crush It In Gotham MFWire.com
    2/25/2019 ProShares Wins as Mid-Size Flows Stabilize MFWire.com
    1/31/2019 Who Gained Market Share In 2018? MFWire.com
    1/25/2019 Expect Miracles Takes Manhattan For a Fifth Time MFWire.com
    1/22/2019 88 Percent of Midsize Firms Suffered In December MFWire.com
    1/17/2019 Only Two Firms Added More Than $10B In 2018 MFWire.com
    12/24/2018 Passive Inflows and Active Outflows Rise MFWire.com
    12/18/2018 A Wirehouse's Sibling Wins In November MFWire.com
    11/20/2018 An Inverse Index Fund Specialist Takes the Lead MFWire.com
    10/11/2018 As First Trust Takes the Lead, Bridge Builder Slows MFWire.com
    9/17/2018 Bridge Builder's Lead Widens MFWire.com
    8/14/2018 Bridge Builder Keeps Dominating MFWire.com
    7/19/2018 What Gorman Sees In MSIM MFWire.com
    7/6/2018 Bridge Builder Takes the Lead MFWire.com
    5/31/2018 Despite Slipping, an ETF Shop Keeps the Pole Position MFWire.com
    5/29/2018 Week In Preview, May 29 - June 3 MFWire.com
    5/22/2018 Active Will Be Back Says Gorman MFWire.com
    5/22/2018 ICI's Diamond GMM, Day One MFWire.com
    5/21/2018 Week In Preview, May 21-28 MFWire.com
    3/20/2018 T. Rowe, Fido, and PrimeCap Lead This Pack MFWire.com
    2/28/2018 Nuveen, Vanguard, T. Rowe, and Fidelity Dominate in the Big Apple MFWire.com
    12/26/2017 First Trust and Bridge Builder Take the Lead MFWire.com
    10/2/2017 ProShares Crushed It In August MFWire.com
    10/2/2017 Filings For Fundsters - October 2, 2017 MFWire.com
    8/25/2017 Filings For Fundsters - August 25, 2017 MFWire.com
    7/6/2017 Ivy, Oakmark, and First Trust Had a Big May MFWire.com
    6/30/2017 Filings for Fundsters - June 30, 2017 MFWire.com
    6/21/2017 Filings for Fundsters - June 21, 2017 MFWire.com
    6/14/2017 Follow the Fundsters - June 14, 2017 MFWire.com
    5/16/2017 Follow the Fundsters - May 16, 2017 MFWire.com
    5/8/2017 This Week In Preview, May 8-14 MFWire.com
    5/5/2017 Betterment's Co-Founder Talks to Fundsters MFWire.com
    5/5/2017 ICI GMM 2017 Wrap Up MFWire.com
    5/1/2017 Week In Preview: ICI GMM and More MFWire.com
    3/24/2017 Vanguard, Nuveen, and Morgan Stanley Win Big in Gotham MFWire.com
    3/2/2017 Filings for Fundsters - March 2, 2017 MFWire.com
    2/15/2017 A Deep Dive Into Fidelity's New Platform MFWire.com
    2/13/2017 Masom Picks a Legg National Accounts Chief, For Now MFWire.com
    1/27/2017 Filings for Fundsters - January 27, 2017 MFWire.com
    1/20/2017 Will You Help Elizabeth Warren Save the Fiduciary Reg? MFWire.com
    12/19/2016 The Next Gig for December 19, 2016 MFWire.com
    10/17/2016 Filings for Fundsters - October 17, 2016 MFWire.com
    9/21/2016 Fidelity the Fund Firm, 401k Provider ... and Tourist? MFWire.com
    9/8/2016 Who Will Lead Intermediary Distro For This $406B Asset Manager? MFWire.com
    9/8/2016 Filings for Fundsters - September 8, 2016 MFWire.com
    7/25/2016 Stork and Reaper -- July 25, 2016 MFWire.com
    3/23/2016 101 Fund Families Win in Gotham MFWire.com
    1/20/2016 iShares, SSgA, and WisdomTree Lead This Pack MFWire.com
    1/4/2016 The Top Big Equity Fund of 2015 Is ... MFWire.com
    8/11/2015 28 Fund Firms Are Paying Morgan Stanley At Least $1MM MFWire.com
    4/1/2015 Cap Group, Fidelity, and Pimco Break Out the Champagne MFWire.com
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