摩根士丹利共同基金对Facebook押下重注_时事

摩根士丹利共同基金对Facebook押下重注

摩根士丹利旗下的基金似乎并没有违反美国证券交易委员会(Securities and Exchange Commission)限制下属机构投资它所承销股票的规定。该委员会规定，与投行有隶属关系的共同基金可参与该投行的投资银行家正为之提供咨询的那个公司的股票发行，条件是该共同基金的经理所购买的新股发行量不会超过股票发行总规模的25%，而且他们要从另一个银行手里买入这些股票。

The concentration of Morgan Stanley's funds stands out when compared with funds operated by other large institutional holders of Facebook stock.

与其它持有Facebook股票的大型机构负责管理的那些基金相比，摩根士丹利的这些基金持有的Facebook股票比例明显偏高。

Morgan Stanley Focus Growth Portfolio had 5.7% of its assets in Facebook shares as of July 31, according to Morgan Stanley's website, while Morgan Stanley Institutional Opportunity Portfolio had 5.5% and Morgan Stanley Institutional Growth Portfolio had 4.8%. Others among the eight Morgan Stanley mutual funds range between 3.6% and 4.6%. Those proportions ranged between 5% and 7.8% on June 30, according to the most recent Morningstar data that included other fund families.

摩根士丹利的网站显示，截至7月31日，Morgan Stanley Focus Growth Portfolio全部资产的5.7%投资于Facebook股票，而Morgan Stanley Institutional Opportunity Portfolio和Morgan Stanley Institutional Growth Portfolio投资Facebook股票的比例分别为5.5%和4.8%。余下的那几只共同基金所持Facebook股票的比例从3.6%至4.6%不等。据晨星发布的最新数据显示，摩根士丹利这八只基金在6月30日所持Facebook股票的比例在5%至7.8%之间。晨星提供的数据也提到了其它基金。