Morgan Stanley Investment Management China (MSIM China) strives to provide diverse investment management services to a full spectrum of clients across both individual and institutional investors. Established as a joint venture in 2008, MSIM China became fully owned by Morgan Stanley Investment Management in 2023.
Benefiting from the global perspective and risk management capability of Morgan Stanley, MSIM China has established a variety of mutual fund and private fund portfolios covering fixed income, active equity, quantitative equity, multi-asset and sustainable investing strategies. Our portfolios have won many prestigious awards, including Morningstar Awards and Golden Bull Awards, which is a testament to our expertise and capabilities.
Established in 1975 as a subsidiary of Morgan Stanley Group Inc, Morgan Stanley Investment Management offers a broad range of innovative and specialized solutions across public and private investment capabilities to a diverse client base that includes governments, institutions, corporations and individuals worldwide. The total AUM of Morgan Stanley Investment Management globally exceeds $1.4 trillion as of end of Q1 in 2023.
For more information about Morgan Stanley Investment Management, please click here.
When it comes to long-termism, foreign financial institutions have been regarded as the most prominent advocates of this investment approach. This is because they have had the opportunity to navigate numerous bull and bear cycles in mature markets, experiencing both successful outcomes and challenges along the way. Long-termism is a belief that emerges from these past experiences.
Over the past twenty years, I have learned that investment is a long-term endeavor. While short-term and medium-term performance may be influenced by external factors, such as luck, long-term performance is more indicative of a company's overall capability and discipline.
It can be challenging to adhere to discipline when human nature often tends to prioritize short-term interests and immediate returns. Without a right value system in place, it can be difficult to ensure that we remain committed to the long-term investment journey.
At Morgan Stanley Investment Management China, “Do the Right Thing” and “Put Clients First” are of the most important values. Morgan Stanley's robust risk management culture is deeply embedded in our DNA and is reflected in every aspect of business and investment processes. Our ability to navigate the various market crises is testimony to the rigorous standards of "doing" and "being". This is also one of the reasons why Morgan Stanley has had such a long-standing history globally.
Over the past two decades, China's capital market has undergone significant transformation. With the quality development of China's capital market and the deepening of its openness, China has become the world's second-largest capital market, and the degree of internationalization is constantly rising. China's asset management industry has a vast volume of assets, with untapped potential and huge development opportunities. We are privileged to be able to grow together with the market, and we aim to contribute our own added value.
“Global Intelligence by Your Side” is the brand value proposition of Morgan Stanley Investment Management China. We aim to gather global wisdom and experience, leveraging cutting-edge investment and research resources, risk management expertise and technology to assist domestic investors in identifying global investment opportunities. We are also committed to helping clients worldwide to make more informed investment decisions in the China market based on our in-depth insights and time-proven products in China.
If we compare investment to a car travelling on a well-travelled road, Morgan Stanley's extensive global experience and insight will provide the car with all-round GPS navigation and first-class intelligent driving technology, helping investors to clearly see the road ahead and cut through the fog, while its rigorous risk management system plays the role of rear-view mirror and in-vehicle radar, ensuring that we can avoid potential hazards and arrive safely at our destination.
At the same time, we are fully aware that investors' needs are diverse and constantly evolving. We look forward to working with industry peers to promote the enrichment of domestic investment tools and provide investors with a wider range of diversified and sophisticated products by enhancing product innovation and introducing overseas expertise from mature markets. We believe that Morgan Stanley Investment Management's extensive experience in active investment, cross-border investment, sustainable investment and pension investment will provide us with a valuable foundation for product innovation.
Morgan Stanley Investment Management China will remain client-centric, combining global investment expertise with local insight, and adopting a global and long-term perspective to provide investors with comprehensive international asset management services.
We adhere to a strict set of investment decision making procedures:
As a part of Morgan Stanley’s global operation, we strive to provide efficient and effective risk management as one of our core competencies by combining internationally advanced risk management techniques and local practices in China. The company has developed a prudent risk culture over years of business practice. We’ve established a risk governance framework with clearly defined roles and responsibilities, and deployed a risk management organization under Three Lines of Defense model. Our comprehensive Enterprise Management Framework encompasses investment risk, operational risk, legal and compliance risk, information technology risk and franchise risk etc.
The company sticks to safeguarding the fund share holders’ interests as the starting point, by deeply embedding risk management into the whole life-cycle of our fund products and front-to-back business processes, which includes the risk identification, assessment, reporting, control, mitigation and independent oversight. We plant multidimensional risk management responsibility into all business goals and employee objectives. The development and enhancement of robust risk policies and procedures plays a foundational role, while the execution and testing of such policies and procedures ensures the effectiveness, in a set-up that allows collaboration as well as checks-and-balances. In combining comprehensive and specialized risk management policies and procedures, with advanced and practical risk management models and tools, as well as a prudent and agile risk decision making mechanism, we strive to serve our clients’ best interests with professionalism and integrity, while seeking the healthy long term development of the company.
