Morgan Stanley Wealth Management has added Innealta Capital’s Country Rotation Fund and the Sector Rotation Fund to its investment platform.
Each fund rotates investor capital among equities and fixed income, based on the risk/reward characteristics of diverse asset class exposure opportunities.
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"We are pleased that our flagship funds have been added to the world’s premier distribution platform," said Scott E. Silverman, Senior Vice President of Business Development at Innealta Capital. "The Morgan Stanley Wealth Management platform significantly expands our reach to advisors and investors seeking actively managed, diversified investment options for managing risk and attempting to preserve wealth."
Morgan Stanley Wealth Management provides financial and wealth planning services to clients, with a diversified platform of investment products. It is one of three business divisions of Morgan Stanley, a global financial services leader with $1.94 trillion in client assets, more than 16,000 financial advisors and 1200 offices in 43 countries.
"We believe today’s volatile market environment creates demand for investment strategies that are biased toward optimal risk return tradeoffs," said Jeff Montgomery, Chairman and Chief Executive Officer of Innealta.
"Innealta’s Sector and Country Rotation funds attempt to harness the potential benefits of ETFs to deliver these strategies, with broader access to multiple asset classes and investment styles in highly liquid, low-cost portfolios."
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By GlobalDataThe Sector and Country Rotation funds, which were derived from Innealta’s most popular separately managed account offerings, seek to outperform their benchmarks on a risk-adjusted basis through global diversification, active management, style integrity, minimized security selection risk and cost efficiency.
