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Morgan Stanley Institutional Fund Trust Global Strategist Portfolio Class A (MBAAX)
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20.32
+0.02
+0.10%
12/11 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 142.22M
Morgan Stanley Inst Global Strat A
20.32
+0.02
+0.10%
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MBAAX Overview
On this page you'll find an in-depth profile of Morgan Stanley Institutional Fund Trust Global Strategist Portfolio Class A. Learn about the key management, total assets, investment strategy and contact information of MBAAX among other information.
Contact Information
Address
1221 Avenue of the Americas
New York,NY 10020
United States
New York,NY 10020
United States
Phone
+1 855-332-5306
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Jim Caron | Managing Director | 2025 | Now |
| Biography | Jim is a portfolio manager and senior member of the MSIM Global Fixed Income team and a member of the Asset Allocation Committee focusing on macro strategies. He joined Morgan Stanley in 2006 and has been with financial industry since 1992. Prior to this role, Jim held the position of global head of interest rates, foreign exchange and emerging markets strategy with Morgan Stanley Research. He authored two interest rate publications, the monthly Global Perspectives and the weekly Interest Rate Strategist. Previously, he was a director at Merrill Lynch where he headed the U.S. interest rate strategy group. Prior to that, Jim held various trading positions. He headed the U.S. options trading desk at Sanwa Bank, was a proprietary trader at Tokai Securities and traded U.S. Treasuries at JP Morgan. Jim received a B.A. in physics from Bowdoin College, a B.S. in aeronautical engineering from the California Institute of Technology and an M.B.A in finance from New York University, Stern School of Business. | ||
| Ryan Meredith | - | 2025 | Now |
| Biography | Ryan is the head of the Portfolio Solutions Group at Morgan Stanley Investment Management. He is based in New York and has 21 years of industry experience. Prior to joining the firm in 2007, Ryan was a director in the quantitative research group at Citigroup Alternative Investments, focused on the development of leading-edge modeling and research on portfolio strategy, and a research vice president at Citigroup Asset Management. Previously, he worked in the actuarial departments of both Towers Perrin in London and Alexander Forbes Consultants and Actuaries in South Africa, conducting asset liability modeling and investment research. Ryan received a B.Sc. in mathematical statistics from the University of Witwatersrand in South Africa and a M.Sc. in mathematics of finance from the Courant Institute at New York University. He is a fellowship member of the Faculty of Actuaries in the United Kingdom and holds the Chartered Financial Analyst designation. | ||
| Damon Wu | - | 2025 | Now |
| Biography | Damon is a Portfolio Manager for the Portfolio Solutions Group at MSIM, heading the team's Quantitative Research. Damon focuses on asset allocation, portfolio optimization and rebalancing and has helped develop and refine the proprietary quant models utilized by the team. He has 16 years of industry experience. Prior to joining the firm in 2008, Damon was an associate at Merrill Lynch, responsible for portfolio construction and quantitative research in the hedge fund development and management team. Damon received a B.S. in Engineering from National Taiwan University and an M.B.A. and M.S. joint degree from Case Western Reserve University. He also holds an M.S. in Computational Finance from Carnegie Mellon University. | ||
| Rui De Figueiredo | - | 2025 | Now |
| Biography | Rui de Figueiredo is Co-Head and Chief Investment Officer of the Solutions & Multi-Asset Group at Morgan Stanley Investment Management. Additionally, he is a member of the Global Investment Committee and of the Investment Management Operating Committee, and a senior sponsor of Investment Management’s Sustainability Council. He has 26 years of industry experience. Prior to his current role, he provided investment leadership to the Portfolio Solutions Group and Hedge Fund Solutions team within Investment Management. Prior to joining the firm in 2007, he led Research on behalf of Citi Alternative Investments. In this capacity, he developed and implemented leading-edge research on portfolio strategy with alternative investments for proprietary and client portfolios. Earlier, he was a case leader at the Boston Consulting Group and an associate at the Alliance Consulting Group, both business strategy consulting firms. Rui has published in finance, economics, law and political science journals. Additionally, he is Associate Professor Emeritus of the Graduate School and was previously an Associate Professor (with tenure) at the Haas School of Business at the University of California Berkeley. His research there focuses on game theoretic and econometric analysis of institutions. Rui holds an AB degree from Harvard University, and a PhD and two master’s degrees from Stanford University. | ||
| Steven Turner | Co-Portfolio Manager | 2025 | Now |
| Biography | Mr. Turner has been associated with the Adviser in an investment management capacity since 2013. | ||
| Mark A. Bavoso | Head | 2011 | Now |
| Biography | Mark Bavoso is a senior portfolio manager on the Global Multi-Asset team. He joined Morgan Stanley in 1986 and has been with financial industry since 1983. Previously, he was a senior vice president and portfolio manager at Dean Witter InterCapital and a vice president in the equity marketing and research departments of Dean Witter Reynolds. Prior to joining the firm, he was a vice president and equity research analyst at Sutro & Co. Mark received a BA in both history and political science from the University of California, Davis. Mark is also a member of the Economic Club of New York. | ||
| Cyril Moullé-Berteaux | Managing Director | 2011 | 2025 |
| Biography | Cyril Moullé-Berteaux, Managing Director. Cyril Moullé-Berteaux is head of the GMA team at MSIM. He re-joined the firm in 2011 and has been with financial industry since 1991. Before returning to Morgan Stanley, Cyril was a founding partner and portfolio manager at Traxis Partners, a macro hedge fund firm. At Traxis Partners, Cyril managed absolute-return portfolios and was responsible for running the firm’s fundamental and quantitative research effort. Prior to co-founding Traxis Partners, in 2003, he was a managing director at MSIM, running Asset Allocation Research and heading the Global Asset Allocation team. Previously, from 1991 to 1995, Cyril worked at Bankers Trust as a corporate finance analyst and as a derivatives trader in the emerging markets group. He received a BA in economics from Harvard University. | ||
| Sergei Parmenov | - | 2020 | 2024 |
| Biography | Sergei Parmenov, Managing Director. Sergei Parmenov rejoined MSIM in 2011 in the Global Multi-Asset team and has been with financial industry since1996. Before returning to Morgan Stanley, Sergei was a founder and manager of Lyncean Capital Management. Between 2003 and 2008, Sergei was an analyst and a portfolio manager at Traxis Partners. From 2002 to 2003, Sergei was an analyst at J. Rothschild Capital Management in London. Prior to this, he was a Vice President in the private equity department of Deutsche Bank and from 1999 to 2001, Sergei was an Associate and subsequently Vice President at Whitney & Co, focusing on European private equity investments. Sergei started his career in MSIM in 1996. He received a BA in economics from Columbia University. | ||
| Henry McVey | Managing Director | 2009 | 2011 |
| Biography | Henry McVey is Head of Global Macro and Asset Allocation. Before returning to Morgan Stanley in 2009, Henry was a Portfolio Manager for Fortress Investment Group LLC, focusing on global equities. Prior to Fortress, he was Morgan Stanley's Chief US Investment Strategist, (ranked Greenwich Associates #1 US Portfolio Strategy Analyst in 2005 and #2 in 2006; and Institutional Investor's All-America Portfolio Strategy Research runner-up for those years). Henry first joined Morgan Stanley in 1993 as a Research Associate and, after completing his M.B.A. in 1997, he returned as a Senior Analyst covering financial institutions (ranking Institutional Investor's #1 All-America Research Brokers & Asset Managers analyst from 2000-03). Henry is a board member at the TEAK Fellowship and serves on the investment committees for the Lincoln Center for the Performing Arts, St. Christopher's School and The Trustees of the Estate and Property of the Diocesan Convention of New York. He also serves on the advisory board to the Jefferson Scholarship at the University of Virginia. Henry holds a B.A. from the University of Virginia and an M.B.A. from the Wharton School of the University of Pennsylvania. | ||
| Sanjay Verma | Co-Head | 2008 | 2011 |
| Biography | Verma has been associated with the Investment Adviser in an investment management capacity since April 2008. Prior to April 2008, he was the co-head of Rates Trading for Morgan Stanley from 2003-2008. | ||
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