Morgan Stanley Institutional Investment Advisors LLC
Morgan Stanley Institutional Investment Advisors LLC is a registered investment adviser headquartered in Greenwood Village, Colorado. As a specialized business unit within Morgan Stanley, MSIIA provides bespoke investment consulting and fiduciary solutions to some of the largest corporate institutions, government entities, endowments, and foundations across North America. The firm is part of Morgan Stanley Investment Management and leverages the global resources and expertise of Morgan Stanley while focusing on the unique needs of institutional clients. Founded as part of Morgan Stanley’s global presence, it offers independent, unbiased advice and personalized service. MSIIA is supported by a dedicated team of investment and support personnel and operates under the fiduciary standards of the Investment Advisers Act of 1940.
Investment Strategy
Morgan Stanley Institutional Investment Advisors LLC employs an investment-agnostic, fiduciary approach tailored to institutional clients. The firm delivers unbiased, independent advice focusing on clients’ best interests, with solutions including institutional services, business succession planning, and comprehensive consulting. MSIIA helps clients strategically navigate complex fiduciary requirements through deep investment expertise, advanced analytics, and a global view. Their investment philosophy centers on transparency, risk management, and aligning financial strategies with institutional goals, while offering access to a broad spectrum of asset classes and products available through Morgan Stanley’s global platform.
Top Holdings
Equity Positions (3)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
W WM | Waste Management Inc | 45.53% | $368.0M | 1,608,460 | $228.82 | $228.82 | +$368.0M |
E ENB | Enbridge Inc | 44.52% | $359.9M | 7,941,315 | $35.27 | $45.32 | +$5.6M |
N NHC | National Health Care | 9.96% | $80.5M | 752,165 | $125.77 | $107.01 | +$10.3M |