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Funds

Our outcome-oriented funds combine and optimize a diverse number of asset classes along clear themes - absolute growth, opportunistic situations and stable value.

Global Return Fund

Our Global Return fund is a combination of complementary global equity managers, diversified across regions, styles and capitalization.  The portfolio is specifically designed to ensure each manager is additive to the funds expected risk/return profile to avoid over diversification.

Stable Value Fund

Our Stable Value Fund is a combination of funds 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.

Opportunistic Fund

Our Opportunistic fund is comprised of non-traditional alternatives such as agriculture, opportunistic credit and secondary private equity.  It targets a higher return than the Global Return Fund and is complimentary to it.

Liability Driven Investment (LDI)

Our Liability Driven Investment (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.ReturnSeekingLiability HedgingInvestment ObjectivesContribution to Risk BudgetLowHighLDIStable ValueCurrency HedgeGlobal ReturnOpportunistic FundYieldReal assets, private equity, futures, etc.Diversified global equityHedge vs. unhedged, etc.Predictable incomeCapital preservationLiability matching

E&F Funds

Endowments and foundations face a unique investment proposition. There is no appetite for losing capital while at the same time there is a need to sustain a consistent, targeted return to support regular withdrawals. Drawing on our actuarial background and proprietary tools, we are uniquely positioned to model the E&F dilemma, taking into account projected spending, contributions and capital market assumptions to produce a customized and optimal asset mix.  From this, we develop an investment strategy and select best in class money managers and investment products to  implement the strategy.

Contact us

To learn more about customized investment strategies for pension funds, high net worth individuals, endowments and more, contact Rob Boston at rboston@morneaushepell.com

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