Morgan Stanley Investment Management (MSIM) announced it had completed the conversion of two fixed-income mutual funds to exchange-traded funds (ETFs). Through these two additions, MSIM introduced 14 ETFs since the launch of the ETF platform last year and has over $1 billion in assets under management (AUM).
The below two strategies are available as ETFs as of now:
| Mutual Fund | ETF | ETF Ticker |
| MSIFT Core Plus Fixed Income Portfolio | Eaton Vance Total Return Bond ETF
|
EVTR (NYSE) |
| MSIFT Short Duration Municipal Income Portfolio | Eaton Vance Short Duration Municipal Income ETF | EVSM (NYSE Arca) |
These ETFs complement the existing MSIM active fixed income ETF offering – which includes:
1.) Calvert Ultra-Short Investment Grade ETF
2.) Eaton Vance Ultra-Short Income ETF
3.) Eaton Vance High Yield ETF
4.) Eaton Vance Intermediate Municipal Income
5.) Eaton Vance Floating Rate ETF
Launched in 2023, MSIM’s ETF platform features 14 products, including six Calvert-branded ETFs, one Parametric-branded alternative income strategy, one Parametric-branded hedged equity strategy, and the six Eaton Vance-branded fixed income strategies.
Morgan Stanley Investment Management has over 1,400 investment professionals around the world and $1.5 trillion in assets under management or supervision as of December 31, 2023. And Morgan Stanley Investment Management provides 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.
KEY QUOTE:
“We are pleased with the strong growth of MSIM’s ETF platform over the last year. Surpassing $1 billion in assets under management demonstrates the strong demand for accessing our differentiated investment capabilities in the ETF wrapper. As conversions, EVTR and EVSM offer clients our longstanding approach to income investing with the advantages of an ETF vehicle, including tax efficiency, transparency, value and trading flexibility, as well as a track record and scale.”
- Anthony Rochte, Global of Head of ETFs at MSIM
