Thu, Jun 30, 2016
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Industry Updates

Morgan Stanley and Quantitative Investment Management partner to launch a new UCITS Fund

Thursday, January 17, 2013
Opalesque Industry Update: Morgan Stanley today announced the launch of a new fund under its FundLogic Alternatives plc umbrella. The launch is the second in a series of four CTA strategies to be made available in a UCITS format through Morgan Stanley’s partnership with Equinox Fund Management LLC, a U.S.-based multi-manager, specializing in constructing portfolios comprised of multiple Commodity Trading Advisor The first specialized CTA fund, the MS QTI UCITS Fund, was launched on the 24th of October 2012. Through their collaboration, Morgan Stanley and Equinox are leveraging their respective expertise to provide investors access to leading CTA strategies in a UCITS format.

“We are thrilled about this new collaboration with QIM, the world’s largest non trend following CTA manager, highly regarded for its short to medium-term expertise in managed futures trading program”, commented David Armstrong, Managing Director and Global Head of Fund and Fund- Linked business at Morgan Stanley.

He added: “QIM’s edge lies in its ability to capitalize on market inefficiencies in global equities and futures markets using proprietary statistical learning techniques to deliver outstanding risk- adjusted returns with negligible correlation to both traditional and alternative strategies as demonstrated in their appealing nine-year track record. We believe their numerous quantitative analysis and predictive technologies coupled with their systematic trading models - which use pattern recognition to predict price movements - and robust risk management offers a very unique positioning and set of competences to investors in search of diversification.”

Jaffray Woodriff, Chairman and CEO at QIM, commented: “We look forward to this new venture with Morgan Stanley, whose platform has led the pace with its ambitious plan in the CTA UCITS space. Our staff of thirty-two is dedicated to offering a great experience to investors, and we hope to expand that with this new relationship. Our flagship strategy, the Global Program, attempts to identify a large number of recurrent patterns that exist in the markets and then intelligently combine them for one robust predictive signal per day, per market. We apply sophisticated risk management procedures and continually seek improvements to the models in our trading strategy. We select only those models that prove to be the most statistically significant and conceptually diverse for actual trading, with the hope of providing reliable predictive signals that offer an investment edge and generate significant alpha over time. “

FundLogic is the brand name for Morgan Stanley’s fund solutions platform launched in 2006. It offers both UCITS and non-UCITS funds. The platform delivers fund solutions to clients by combining the financial expertise, innovation and resources of Morgan Stanley, and offers a range of products including passive index funds, structured funds and the more recently launched third party manager-UCITS Funds.

Morgan Stanley

Press Release

BM

What do you think?

   Use "anonymous" as my name    |   Alert me via email on new comments   |   
Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing


  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Blackstone buys minority stake in New York-based credit hedge fund Marathon[more]

    Benedicte Gravrand, Opalesque Geneva: Blackstone Strategic Capital Holdings Fund, a vehicle managed by Blackstone Alternative Asset Management (BAAM), has acquired a passive, minority interest in Marathon Asset Management, for an undisclosed sum. Based in New York,

  2. Investing - Soros, Druckenmiller among hedgies profiting in market plunge, Hedge funds were most bullish on bonds since 2004 before Brexit, Surprise Brexit vote unleashes scramble for dollars, High-yield hit on Brexit but no panic selling, Scientist turned hedge fund founder lured to pound, euro, Hedge fund avoids commodities, posts big gains[more]

    Soros, Druckenmiller among hedgies profiting in market plunge From HITC.com: Bullish positions in gold and volatility and well-timed short bets on China and emerging markets, among other areas, were some of the trades that benefited hedge funds on Friday as markets digested Britons' s

  3. Manager Profile - A 26-year old hedge fund manager called Brexit — here's what he thinks about the historic vote[more]

    From Businessinsider.com: Taylor Mann is not your typical fund manager. The twenty-six year old Texas A&M graduate manages Pine Capital in Larue, Texas (population 160), where he resides with his three-year old daughter. Also atypical compared with many of the largest funds out there, Mann makes

  4. People - Mariner Investment’s co-CIO Williams to leave $5.5bn firm, IOOF hires new alternatives portfolio manager[more]

    Mariner Investment’s co-CIO Williams to leave $5.5bn firm From Bloomberg.com: Basil Williams, co-chief investment officer of Mariner Investment Group, is leaving the $5.5 billion hedge-fund firm after negotiations to renew his contract failed. Williams will stay in his role until t

  5. Hedge Fund Due Diligence Exchange offers complete due diligence reports at $1500[more]

    Matthias Knab, Opalesque: HFDDX is offering complete alternative investment due diligence reports at $1500 US. Industry professionals can simply go to www.hfddx.com and indicate their interest in sponsoring one or more DD Reports for $1500 each.