Timothy Knierim - Morgan Stanley Chief Compliance Officer
| CAF Fund | USD 12.28 0.08 0.66% |
| Age | 61 |
| Tenure | 8 years |
| Phone | 212 761 4000 |
| Web | https://www.morganstanley.com/msim/portal/site/US/template.PAGE/?msimPageTitle=productdetail_us_fp_ii&u=a2050c555a53daf33d3afb1051a9e009&fund=1365&sc=NO |
Morgan Stanley Management Performance (%)
Similar Money Managers
| Showing other executives | One Year Return | ||
| Matthew Sippel | Korea Closed | 56 | |
| Michelle GoveiaPine | New Germany Closed | 50 | |
| Alyssa Asbury | Central Europe Russia | 25 | |
| Christopher Demetriou | Aberdeen Japan Equity | 37 | |
| Michael Morrongiello | Japan Smaller Capitalization | N/A | |
| Paul Winship | Korea Closed | 56 | |
| Alyssa Asbury | European Equity Closed | 25 | |
| Holger Hatje | Central Europe Russia | 61 | |
| Wolfgang Leoni | European Equity Closed | 62 | |
| Matthew CFA | MFS Charter Income | N/A | |
| Sheila Cadogan | European Equity Closed | 54 | |
| James Kilman | MFS Charter Income | 59 | |
| Carmine Lekstutis | Korea Closed | 40 | |
| Holger Hatje | European Equity Closed | 61 | |
| Kasey Phillips | MFS Charter Income | 49 | |
| Peter Jones | MFS Charter Income | 65 | |
| Zheng Liu | Japan Smaller Capitalization | 41 | |
| Amanda Mooradian | MFS Charter Income | 41 | |
| Neil Martin | Korea Closed | 49 | |
| Steve Ungerman | Korea Closed | 67 | |
| Michelle GoveiaPine | European Equity Closed | 50 | |
Morgan Stanley China Leadership Team
Elected by the shareholders, the Morgan Stanley's board of directors comprises two types of representatives: Morgan Stanley inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Morgan. The board's role is to monitor Morgan Stanley's management team and ensure that shareholders' interests are well served. Morgan Stanley's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Morgan Stanley's outside directors are responsible for providing unbiased perspectives on the board's policies.
| Frank Bowman, Independent Director | ||
| Jakki Haussler, Independent Director | ||
| W Reed, Independent Director | ||
| Joseph Kearns, Independent Director | ||
| James Higgins, Director | ||
| Mary Mullin, Secretary | ||
| Michael Nugent, Independent Chairman of the Board | ||
| Fergus Reid, Independent Director | ||
| Michael Bozic, Independent Director | ||
| Nancy Everett, Independent Director | ||
| Manuel Johnson, Independent Director | ||
| Michael Klein, Independent Director | ||
| Francis Smith, Principal Financial Officer, Treasurer | ||
| Michael Key, Vice President | ||
| John Gernon, President Principal Executive Officer | ||
| Kathleen Dennis, Independent Director | ||
| Patricia Maleski, Independent Director | ||
| Stefanie Yu, Chief Compliance Officer | ||
| Timothy Knierim, Chief Compliance Officer | ||
| Joseph Benedetti, Vice President | ||
| Allen Reed, Independent Director |
Morgan Fund Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right fund is not an easy task. Is Morgan Stanley a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
| Shares Outstanding | 21.88 M | ||||
| Shares Owned By Institutions | 85.89 % | ||||
| Number Of Shares Shorted | 22.02 K | ||||
| Gross Profit | 42.44 M | ||||
| Short Ratio | 1.10 X | ||||
| Number Of Employees | 15 | ||||
| Beta | 1.01 | ||||
| Market Capitalization | 351.64 M | ||||
| Total Asset | 304.94 M | ||||
| Retained Earnings | (423 K) |
Pair Trading with Morgan Stanley
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Morgan Stanley position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Morgan Stanley will appreciate offsetting losses from the drop in the long position's value.Moving against Morgan Fund
| 0.72 | FEN | First Trust Energy | PairCorr |
| 0.7 | BAC | Bank of America Financial Report 16th of July 2024 | PairCorr |
| 0.68 | MOMXX | Bny Mellon Funds | PairCorr |
| 0.66 | FFRHX | Fidelity Advisor Floating | PairCorr |
| 0.66 | AA | Alcoa Corp Financial Report 17th of July 2024 | PairCorr |
The ability to find closely correlated positions to Morgan Stanley could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Morgan Stanley when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Morgan Stanley - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Morgan Stanley China to buy it.
The correlation of Morgan Stanley is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Morgan Stanley moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Morgan Stanley China moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Morgan Stanley can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Morgan Stanley China. Also, note that the market value of any fund could be tightly coupled with the direction of predictive economic indicators such as signals in nation. For more detail on how to invest in Morgan Fund please use our How to Invest in Morgan Stanley guide.Note that the Morgan Stanley China information on this page should be used as a complementary analysis to other Morgan Stanley's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Competition Analyzer module to analyze and compare many basic indicators for a group of related or unrelated entities.