iA CONNECTED

Over the past few months, the asset allocation team at iA Global Asset Management (iAGAM) has made changes to the underlying funds of its managed solutions.

Positioning for long-term success

The goal is to improve trading efficiency, increase liquidity for tactical allocations and fine tune the funds’ strategic asset allocations.

The changes are based on new capabilities developed over the last couple of years, which enable us to better understand peer positioning and optimize our portfolios. 

They are structured around three axes:

For each portfolio, the team has set the optimal long-term exposures: Equities, fixed income and currencies Equity styles Geographical Duration and credit across various fixed-income asset classes	The team has leveraged its new institutional capabilities to: Adjust positions in underlying funds Identify managers more likely to add value relative to their benchmarks	Objective: Maximize the team's flexibility to add value through tactical decisions: Introduction of three liquid hedge funds managed by iAGAM that invest in futures contracts on various global indices Introduction of three liquid alternative funds managed by iAGAM that invest in futures contracts on various global indices

Changes that pay off

As at March 31, 2024, the following managed solutions ranked between the 29^th and 52^nd percentile among their peers over 1 year: Focus (iA), Selection (iA), Diversified (iA) and Global Asset Allocation (iA)¹.

Find out more:

• F13-1052A | Know your funds
• Portfolio changes
• Asset allocation at iAGAM
  

¹ Equally weighted average percentile rank based on gross returns compared to peers for Canadian mutual and segregated funds in the same CIFSC category.