MS ARM provides money management to institutional pension plans and endowments & foundations.
Spectrum of Investment Consulting to Outsourced Management
Each investor has different objectives and constraints as well as unique internal and external resources. Some investors elect to outsource all or a portion of their investment management (the outsourced CIO, or OCIO approach) particularly if the available resources to oversee their funds are limited. In contrast, some investors utilize external consultants to provide guidance on investment strategy and management, but ultimately the implementation of the strategy remains the responsibility of the investor.
Our value proposition is our ability to marry our independent consulting advice and investment management expertise within a bespoke investment management process that reflects your desired balance for utilizing internal versus external expertise. An MS ARM client may wish to invest entirely in our fund-of-funds offerings, or augment them with other investments. The overarching theme is MS ARM implements the investment strategy in the most optimal manner for your particular investment needs and biases. The goal is to allow the investor to focus on the decisions that matter most—and delegate day-to-day activities to an experienced investment advisor/ asset manager.
Total Plan Solution
Morneau Shepell’s Total Plan Solution (TPS) is a fixed-fee bundled service for defined benefit pension plans. It transforms the traditional actuarial, investment consulting and administration services provider model to a much more robust one-stop solution for pension management. Importantly, our TPS solution also provides full support for the plan sponsor's pension committee and day-to-day functional oversight for human resources teams.