ETFOptimize | High-performance ETF-based Investment Strategies

Quantitative strategies, Wall Street-caliber research, and insightful market analysis since 1998.


ETFOptimize | HOME
Close Window

MSIM Expands Loan Business with Closing of $400m Morgan Stanley Eaton Vance CLO 2025-21, Ltd.

Attractive market conditions and robust interest for tier-1 collateral manager profile underpinned strong institutional demand.

Morgan Stanley Investment Management (MSIM), a global asset manager, today announced the closing of Morgan Stanley Eaton Vance CLO 2025-21, Ltd., marking the investment team’s first Collateralized Loan Obligation (CLO) in 2025. The $400 million transaction was priced on March 7 and increases CLO platform assets to approximately $7.5 billion across twenty vehicles. Wells Fargo Securities served as sole arranger for the deal.

“We’re excited to be back in the new issue market and are encouraged by the interest from both new and existing investors,” said Steve Sebo, Head of CLO Structuring & Capital Markets. “Closing this deal is a great step forward as we continue to build our CLO business.”

Ed Greenaway, Head of CLO Portfolio Management, added, “Navigating the difficult dance of risk and return across the capital structure and within the asset pool has always been the core of our approach. The recent volatility within the market presents challenges but also opportunity for equity and debt investors alike.”

MSIM’s Floating-Rate Loan team traces its roots to 1989 and is a pioneer in broadly syndicated loan investment management. The 40+ member team manages an array of U.S. and European loan strategies, CLO debt tranches and a growing CLO platform. The team’s total assets under management were $30.0 billion at the start of 2025.

About Morgan Stanley Investment Management

Morgan Stanley Investment Management, together with its investment advisory affiliates, has more than 1,400 investment professionals around the world and $1.6 trillion in assets under management or supervision as of March 31, 2025. Morgan Stanley Investment Management strives to provide 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. For further information about Morgan Stanley Investment Management, please visit www.morganstanley.com/im.

About Morgan Stanley

Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in 42 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For more information about Morgan Stanley, please visit www.morganstanley.com.

Contacts

Recent Quotes

View More
Symbol Price Change (%)
AMZN  227.35
+0.59 (0.26%)
AAPL  273.67
+1.48 (0.54%)
AMD  213.43
+12.37 (6.15%)
BAC  55.27
+1.01 (1.86%)
GOOG  308.61
+4.86 (1.60%)
META  658.77
-5.68 (-0.85%)
MSFT  485.92
+1.94 (0.40%)
NVDA  180.99
+6.85 (3.93%)
ORCL  191.97
+11.94 (6.63%)
TSLA  481.20
-2.17 (-0.45%)
Stock Quote API & Stock News API supplied by www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the Privacy Policy and Terms Of Service.


 

IntelligentValue Home
Close Window

DISCLAIMER

All content herein is issued solely for informational purposes and is not to be construed as an offer to sell or the solicitation of an offer to buy, nor should it be interpreted as a recommendation to buy, hold or sell (short or otherwise) any security.  All opinions, analyses, and information included herein are based on sources believed to be reliable, but no representation or warranty of any kind, expressed or implied, is made including but not limited to any representation or warranty concerning accuracy, completeness, correctness, timeliness or appropriateness. We undertake no obligation to update such opinions, analysis or information. You should independently verify all information contained on this website. Some information is based on analysis of past performance or hypothetical performance results, which have inherent limitations. We make no representation that any particular equity or strategy will or is likely to achieve profits or losses similar to those shown. Shareholders, employees, writers, contractors, and affiliates associated with ETFOptimize.com may have ownership positions in the securities that are mentioned. If you are not sure if ETFs, algorithmic investing, or a particular investment is right for you, you are urged to consult with a Registered Investment Advisor (RIA). Neither this website nor anyone associated with producing its content are Registered Investment Advisors, and no attempt is made herein to substitute for personalized, professional investment advice. Neither ETFOptimize.com, Global Alpha Investments, Inc., nor its employees, service providers, associates, or affiliates are responsible for any investment losses you may incur as a result of using the information provided herein. Remember that past investment returns may not be indicative of future returns.

Copyright © 1998-2017 ETFOptimize.com, a publication of Optimized Investments, Inc. All rights reserved.