Morgan Stanley Counterpoint Global

Morgan Stanley Counterpoint Global Morgan Stanley Counterpoint Global is a division within Morgan Stanley's wealth management business, managing roughly $100B in AUM. The approach is concentrated, benchmark-differentiated portfolios across the market cap spectrum, with 40%+ allocated to non-US securities for global tech exposure. Investment criteria emphasize strong name recognition, sustainable competitive advantages, high return on capital, and strong balance sheets. at a 1.06% expense ratio.