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Comprehensive education platform helps financial advisors navigate investment strategies within private equity and credit, real estate, hedge funds and infrastructure.
Morgan Stanley Investment Management (MSIM) today announced its Alternatives Investing Center, an online education platform that helps financial advisors better understand the alternatives asset classes and how to incorporate alternatives strategies into client portfolios. The Alternatives Investing Center and the recently launched Tax Forward Investing Center make up MSIM's industry-leading continuing education platform dedicated to providing clear, actionable training that focuses 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," said Frank Famiglietti, Head of Intermediary Distribution for Alternatives, MSIM. "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 Alternatives Investing Center builds on MSIM's four decades of market expertise and its reputation as a pioneer in allocating across alternatives. The curriculum includes in-depth courses spanning public and private markets, providing comprehensive and unbiased educational content designed to empower advisors 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 advisors," said Mr. Famiglietti. "Navigating the different structures and vehicles while harnessing information in new ways can set advisors apart – and these courses help advisors 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 takes place on October 7 and examines why advisors may want to consider a new approach to asset allocation and how and why to fit non-traditional investment opportunities into client portfolios. Participants may register online in the Alternatives Investing Center .
About Morgan Stanley Investment Management
Morgan Stanley Investment Management, together with its investment advisory affiliates, has more than 1,400 investment professionals around the world and $1.7 trillion in assets under management or supervision as of June 30, 2025. Morgan Stanley Investment Management strives to provide outstanding long-term investment performance, service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. For further information about Morgan Stanley Investment Management, please visit www.morganstanley.com/im .
About Morgan Stanley
Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in 42 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For more information about Morgan Stanley, please visit www.morganstanley.com .
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