Morneau Shepell is extending its suite of asset and risk management services, with the addition of four new investment funds, which it says will represent a new approach to investment strategy and asset allocation for pension plan sponsors.
Robert Boston, partner with Morneau Shepell, said the new investment funds will be of interest to pension plan sponsors who are seeking more sustainable long-term returns, and reduced risk by aligning investments with liabilities under their plans.
Four new funds will be offered: three return-focused funds and one liability-focused fund. The outcome-oriented funds are diversified across a range of asset classes and strategies, and asset allocation is adjusted according to changing market conditions and funding circumstances.
Morneau Shepell says that the funds offer plan sponsors more downside protection, improved risk management and a better match of assets and liabilities.
“The traditional investment approach for pension plans has been 60% stocks and 40% bonds,” says Patrick De Roy, partner and leader of the risk management practice with Morneau Shepell. “But with market conditions today, ours is a better approach that has an outcome-oriented solution focusing on risk management.”
For information on Morneau Shepell’s asset and risk management offerings, visit morneaushepell.com/arm.