On Thursday, February 23, iA Investment Management Inc. (“iAIM”) announced portfolio manager changes effective immediately.
Changes affect the following funds:
- North American Equity
- Global True Conviction
- Thematic Innovation & Thematic Innovation Hybrid 75/25
- U.S. Equity
- Global Equity & Global Equity Hybrid 75/25
- U.S. Disciplined Equity (iAIM) & U.S. Disciplined Equity (iAIM) Hybrid 75/25
- Global Disciplined Equity (iAIM) & Global Disciplined Equity (iAIM) Hybrid 75/25
As well as the following Universal Life (UL) policies:
- Global Stock (iA) Account (Series IV)
- Global Stock (iA) Account (Series IV Plus)
iA Financial Group is continuously committed to ensuring that its fund lineup meets the needs of investors and advisors, and we firmly believe that these changes will help to optimally position our lineup to meet the evolving opportunities and challenges of a complex market environment.
The portfolio managers who take over the management of these funds are seasoned portfolio managers with years of experience. We believe that the synergy between their expertise for these different mandates and their ability for collaboration within the iAIM team will contribute to adding even more depth to the management of the funds.
There is no change to the funds’ investment objectives and no action is required by advisors or clients as a result of today's announcement.
Jean-Pierre Chevalier is no longer with iAIM. We thank him for his contribution over the years.
To learn more about these changes, please consult the Q&A.
If you have any questions about this announcement, please speak with a member of our sales team.
Summary of changes:
- North American Equity
Maxime Houde, Associate Director & Portfolio Manager, North American Equities and Thematic Investing, iAIM, now assumes responsibility for the U.S. equity sleeve of the fund. Marc Gagnon, Vice-President & Portfolio Manager, North American Equities, iAIM, continues as lead portfolio manager alongside Jean-René Adam, Senior Vice-President & Head of Public Equities, iAIM.
- Global True Conviction
Danesh Rohinton, Vice-President & Portfolio Manager, Global Dividend, iAIM, now assumes responsibility for the U.S. equity sleeve of the fund. Marc Gagnon continues as lead portfolio manager for the Canadian sleeve alongside Sébastien Vaillancourt, Senior Director & Portfolio Manager, Quantitative Equities, iAIM, for the international sleeve of the fund.
- Thematic Innovation & Thematic Innovation Hybrid 75/25
Maxime Houde has been named co-portfolio manager of the fund alongside Jean-René Adam.
- U.S. Equity
- Global Equity & Global Equity Hybrid 75/25
- U.S. Disciplined Equity (iAIM) & U.S. Disciplined Equity (iAIM) Hybrid 75/25
- Global Disciplined Equity (iAIM) & Global Disciplined Equity (iAIM) Hybrid 75/25
- Global Stock (iA) Account (Series IV) – UL insurance policies
- Global Stock (iA) Account (Series IV Plus) – UL insurance policies
Previously focused on the international equity components of the Global funds, Sébastien Vaillancourt will now work jointly with co-portfolio manager Jean-René Adam, on the entire portfolio, including the U.S. equity sleeve. They will also manage the U.S. Equity Fund with a quantitative multifactor process.
