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Morneau Shepell launches new Asset & Risk Management services for pension plans

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Investment / Canada

Morneau Shepell launches new Asset & Risk Management services for pension plans

TORONTO, May 23, 2012 /CNW/ - Today Morneau Shepell, through a wholly owned subsidiary, Morneau Shepell Asset & Risk Management Ltd., is introducing an extension of its suite of Asset & Risk Management services, with the addition of four new investment funds designed to achieve targeted investment outcomes for its clients. For pension plan sponsors, this represents a new approach to investment strategy and asset allocation.

"Our clients are looking for answers to their pension problems," says Robert Boston, Partner, Morneau Shepell. "They expect us to provide them with the best solutions available by achieving targeted outcomes, as opposed to chasing returns. This is very much a proactive investment strategy which responds to the evolving needs of our clients."

Boston 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. Designed to achieve specific objectives, the outcome-oriented funds are broadly diversified across a range of asset classes and strategies. They adjust asset allocation according to changing market conditions and funding circumstances. For pension plan sponsors, the funds offer:

  • More downside protection;
  • Improved risk management; and
  • A better match of assets and liabilities.

"The traditional investment approach for pension plans has been 60 per cent stocks and 40 per cent bonds," says Patrick De Roy, partner, Morneau Shepell, and leader of the risk management practice. "But with market conditions today, ours is a better approach that has an outcome-oriented solution focusing on risk management."

For information on Asset & Risk Management go to the new website -

About Morneau Shepell

Morneau Shepell Ltd. is the largest Canadian-based firm offering consulting and outsourcing services for workforce programs. The company works with clients to develop innovative solutions that integrate with their business strategies to achieve results. Through Health and Benefits Consulting, Pension Consulting, Health Management, Administrative Solutions, and Shepell•fgi Employee Assistance Programs (EAPs), Morneau Shepell helps clients reduce costs, increase employee productivity, and improve their competitive positions by supporting their employees' financial security, health and well-being.

Established in 1966, Morneau Shepell serves over 8,000 clients, ranging from small businesses to some of the largest corporations and associations in North America. With approximately 2,500 employees in offices across North America, we provide services to organizations across Canada, in the United States and around the globe.

Morneau Shepell Inc. is a publicly traded company on the Toronto Stock Exchange (TSX). For more information, visit

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Jerry Amernic