Concert Funds

Expertise, oversight, diversification and active management in one simple solution

Morneau Shepell Asset & Risk Management Ltd. (MS ARM) helps clients like pension plan sponsors with new investment approaches, asset allocation strategies and achieving targeted investment outcomes.

As Portfolio Advisor of Concert Funds, investors benefit from MS ARM’s disciplined, institutional-style approach which results in more consistent performance and long-term growth. As part of their role, MS ARM provides guidance to Primerica on:

  • Overall asset allocation strategy for each Concert Fund
  • Investment reviews and recommendations of the underlying funds
  • Rebalance tactics to ensure optimum diversification, reduce unintended risk exposure and optimize fund returns

Enhanced Due Diligence

  • Annually forecast expectations for asset classes based on proprietary research
  • Includes a ‘base’ forecast along with optimistic and pessimistic scenarios
Determine Investment Mix
  • Utilize an optimization model based on forecasted scenarios to create the investment mix of each Concert Fund – how much of the portfolio should be allocated to Canadian equities vs. global equities, etc.
Assess Funds
  • Review and screen eligible AGF funds to determine which are best suited to include within the portfolios using numerous quantitative methods
  • Additionally, various qualitative factors are considered, including the fund’s portfolio management team and investment philosophy, as well as their process to assess their ability to perform
Review and Monitor
  • Review the performance risks among Concert Funds, diversification across geographies, sectors, styles and market capitalization size for all portfolios on an ongoing basis
  • Evaluate new funds for investment when changes are warranted
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