Morgan Stanley is offering sports enthusiasts a new way to invest with the launch of its Parametric Custom Core Sports League strategy, a portfolio designed for high-net-worth sports fans interested in companies tied to major sports leagues. Announced by Morgan Stanley's wealth management division, this new portfolio offers a unique opportunity to invest in a curated index of companies with substantial sponsorship, media, and advertising relationships in the sports world.
With a minimum investment of $250,000, the strategy targets those who’ve long sought access to the rapidly appreciating sports asset class. Traditionally, purchasing stakes in professional sports teams has been reserved for the super-wealthy. But Morgan Stanley hopes to make the financial opportunities tied to sports leagues more accessible to affluent fans.
The concept was born when a Morgan Stanley client requested a portfolio centred on companies linked to a specific sport. “We recognised a broader demand,” said Sandra Richards, managing director and head of Morgan Stanley’s Global Sports and Entertainment Division. “This isn’t just one client; it’s a large group of fans who want to be financially involved with the sports they love.”
The portfolio will consist of 250 to 400 large-cap U.S. stocks, all representing brands that frequently appear at high-profile sports events, whether on the sidelines, scoreboards, or in advertisements. According to Morgan Stanley, the portfolio will align with the S&P 500’s risk profile, and the bank will rely on Nielsen Sports to track companies’ visibility and spending within professional sports leagues.
Richards emphasised growing interest from Morgan Stanley’s clients: “Our clients want to invest in sports, and we see this demand increasing.” With $516 billion in assets under management, Morgan Stanley is positioned to bring the excitement of sports into its investment portfolio offerings.