The NorthPoint-Morgan Stanley Partnership Through Graystone Consulting 

 NorthPoint Investment Partners has structured a formal, multi-year collaboration and investment partnership with Morgan Stanley’s institutional advisory group, Graystone Consulting. Through the auspices of this distinctive investment partnership, NorthPoint will secure ongoing access to Morgan Stanley’s comprehensive macro-economic and thematic investment research, tactical asset allocation perspectives, external money manager due diligence resources, and alternative investment platform, all on a global and preferred basis.

As NorthPoint’s foundation was built from many of the animating investment principles and portfolio frameworks of the Canada Pension Plan Investment Board (CPPIB) - a foundation that is still firmly in place and will remain at the heart of the firm’s investment approach for the years ahead – it is only fitting that a truly world-class, institutionally credible investment organization like Morgan Stanley/Graystone is being drawn upon as a value-adding partner to the NorthPoint portfolio offering. It allows the existing NorthPoint team to do what it does best, with a focus on investment judgment and external manager evaluation, while drawing on macro-economic data and research, thematic strategy and trade ideas, and an enormous roster of strategies and assets to choose from on the Morgan Stanley global alts platform; thereby rounding out the overall portfolio management capabilities of the NorthPoint team.

In this respect, NorthPoint and Morgan Stanley/Graystone Consulting have committed to this partnership approach for a minimum period of three years. Having worked together informally for the past few years, and having benefited substantially from the insights available to the firm’s PMs, it is very exciting to know that the global reach and power of Morgan Stanley will now be hard-wired into the overall investment processes that make up the dynamic fabric of the NorthPoint Global Partners Fund.