Morgan Stanley Investment Management (MSIM) has launched its Alternatives Investing Center, an online education platform intended to help financial advisers better understand alternative asset classes and how to incorporate related strategies into client portfolios. The Alternatives Investing Center joins the Tax Forward Investing Center within MSIM’s continuing education platform, which aims to provide clear, actionable training focused on two critical areas of the marketplace.
“Structural shifts in financial markets, shifting regulations and enhanced technology have transformed how investors think about building and preserving wealth,” Frank Famiglietti, head of intermediary distribution for alternatives at MSIM, said in a statement. “As stocks and bonds become increasingly correlated, the traditional 60/40 portfolio no longer reflects the investment opportunities available to individual investors. Alternatives provide essential portfolio diversification, introducing returns that are not directly dependent on public market cycles.”
The new educational push comes fast on the heels of other efforts by MSIM to sharpen its focus on private assets. In July, its multi-manager private markets platform, called Morgan Stanley Private Equity Solutions, announced a final close on $280 million for its first standalone venture capital investment vehicle, North Haven Venture Capital Opportunities Fund I (VCO I), as Venture Capital Journal previously reported.
The Alternatives Investing Center builds on MSIM’s four decades of market experience and reputation as a pioneer in allocating across alternatives. Morgan Stanley Private Equity Solutions – which oversees $1.6 trillion in assets under management – has deployed an estimated $1.5 billion into venture capital alone, mostly through separately managed accounts and other co-mingled funds, since launching its VC program in 2004.
The new platform’s curriculum includes in-depth courses spanning public and private markets, providing comprehensive and unbiased educational content designed to empower advisers to act on behalf of clients. Courses are delivered through learning modules, live and on-demand continuing education courses, in-depth strategy-level investment guides, and expert insights and resources. Financial advisers can also receive continuing education credits.
“New investment structures are making alternatives more accessible, more flexible and more aligned with the needs of individual investors and their advisers,” said Famiglietti. “Navigating the different structures and vehicles while harnessing information in new ways can set advisers apart – and these courses help advisers think about portfolio allocation and investing opportunities in a new way.”
The Alternatives Investing curriculum includes nine learning seminars across private equity and credit, real estate, hedge funds, infrastructure and venture capital. The debut live webinar on portfolio construction and asset allocation, scheduled for October 7, will examine why advisers may want to consider a new approach to asset allocation, as well as how and why to fit non-traditional investment opportunities into client portfolios. Participants may register online in the Alternatives Investing Center.
MSIM, together with its investment advisory affiliates, comprises more than 1,400 investment professionals globally and hadf $1.7 trillion in assets under management or supervision as of June 30, 2025.
Source: venturecapitaljournal.com
