Funds
Outcome oriented investing
Our outcome-oriented funds combine and optimize a broad number of asset classes along clear themes such as yield, low volatility, and absolute growth; emphasis is on downside protection.
We believe the cumulative effect of downside protection, broad diversification, and a focus on outcomes rather than asset classes will lead to outperformance.
By partnering with Morneau Shepell Asset & Risk Management Ltd., our outcome-oriented investment strategies and experience can help your investment program build greater diversification in asset mix—across asset classes and managers—resulting in an improved risk/return profile. test. We offer a variet outcome oriented products that provide diversified, economic solutions.
“A business has to be involving, it has to be fun, and it has to exercise your creative instincts..”
Richard Branson
Liability Driven Investment (LDI)
Our LDI product is a customized, low cost solution liability matching strategy that matches your liability structure through a combination of government and high quality corporate fixed income securities.
Stable Value Fund
Our Stable Value product is a combination of managers that invest in high quality non-traditional credit and debt securities that is an appropriate solution for the capital preservation component of the fund; it is designed to minimize interest rate sensitivity.
Yield Fund
Our Yield fund provide predictable yield through investing in managers in the traditional and non-traditional fixed income, and debt space; we closely manage the Fund's interest rate sensitivity while targeting a predictable income stream.
Global Return Fund
Our Global Return fund is a combination of complementary global equity managers; the portfolio is specifically designed and tested to ensure each manager is additive to the funds expected risk/return profile to avoid over diversification.
Opportunistic Fund
Our Opportunistic fund provides access to a diversified group on non-traditional managers and targets a high return with low volatility; this is an interesting allocation to diversify the return seeking component of an investment program.
Currency Management
The substantive depreciation of the Canadian dollar in the last 12 months has become an area of stress from many investment programs. We offer a comprehensive consulting and customized solutions for managing clients hedging programs which reflect the level of exposure, the current level of the Canadian dollar and the client overriding investment philosophy.