Innealta Capital's flagship funds added to Morgan Stanley Wealth Management platform
Morgan Stanley Wealth Management has added the Innealta Capital Country Rotation Fund and the Innealta Capital Sector Rotation Fund to its wealth management platform.
Innealta is a quantitative asset management firm specialising in the active management of portfolios of exchange-traded funds (ETFs).
Each fund rotates investor capital among equities and fixed income, based on the risk/reward characteristics of diverse asset class exposure opportunities.
"We are pleased that our flagship funds have been added to the world's premier distribution platform," says 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."
The 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, minimised security selection risk and cost efficiency.
Innealta manages multiple portfolio strategies based on a proprietary econometric model developed by founder and chief investment officer, Dr Gerald Buetow.
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