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Wrong Joseph McDonnell?

Joseph McDonnell M.

Alternative Investment Partners' Portfolio Solutions Group

Morgan Stanley & Co.

Direct Phone: +44 **********       

Morgan Stanley & Co.

1585 Broadway

New York, New York 10036

United States

Company Description

Morgan Stanley (NYSE: MS) is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With offices in more than 43 countries, the Firm's employees serve clients worldwide incl... more

Find other employees at this company (57,687)

Background Information

Employment History

Group Investment Adviser

Shell Oil Company


economics and history
University College Dublin

economics and finance
University of Sheffield

Web References (29 Total References)

SPS Conferences >> Our Conferences :: Conference Calendar

www.spsconferences.com [cached]

Joseph McDonnell, Managing Director, Morgan Stanley Investment Management

SPS Conferences >> Our Conferences :: Conference Calendar

www.spsconferences.com [cached]

Joseph McDonnell, Managing Director, Morgan Stanley Investment Management

Joe McDonnell, who heads ...

www.engagedinvestor.co.uk [cached]

Joe McDonnell, who heads Morgan Stanley's Alternative Investment Partners' portfolio solutions group, says that the classic liability driven investment (LDI) model is "fairly basic". But the method has moved on in the past few years, he adds, as tri-annual valuations of liabilities have become too static for the job. "With greater gyrations in markets, funds and their trustees are beginning to feel that slavish implementation of LDI is not optimal.

"Plans were being strictly followed, regardless of market valuations, regardless of market opportunities. says McDonnell.

According to Joe McDonnell, ...

www.portfolio-institutional.co.uk [cached]

According to Joe McDonnell, head of portfolio solutions and senior portfolio manager at Morgan Stanley Alternative Investment Partners, the way institutional investors look at risks has changed over the last decade.

For example, he explained, cash is far from a risk-free asset for pension funds because the aim is to manage the portfolio meaning there is a link with the long-term liabilities and the funding level.
McDonnell explained: "As well as assuming cash is a risk-free asset; CAPM also takes a pretty simplistic view of how a market portfolio would be structured.
"It is not completely spurious, but as means of assessing the best way of structuring of the best portfolio it's not a sufficiently sophisticated too," said McDonnell.
"The assumption of standard volatility and normal distribution is violated on a regular basis in financial markets," said McDonnell.

Professional Wealth Management

www.pwmnet.com [cached]

Joe McDonnell Morgan Stanley

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