iA CONNECTED

iA Investment Management Inc. (iAIM) today announced some portfolio manager changes for several iA segregated funds.

iA’s managed solutions

With his recent appointment to the Senate, Clément Gignac will no longer be a portfolio manager for our managed solutions families:

• Focus funds
• Selection funds
• Diversified funds
• Global Asset allocation (iAIM) funds
• Indexia funds

Tej Rai, BSc. Econ, BSE Eng Senior Vice-President, Asset Allocation	Sébastien Mc Mahon, MSc. Econ, PRM, CFA Principal Portfolio Manager, Diversified funds and Interim Chief Economist

Sébastien Mc Mahon, who has worked closely with Mr. Gignac on the funds for several years, has been appointed Interim Chief Economist. Mr. Mc Mahon will continue as a portfolio manager on the funds, working alongside iAIM’s Head of Asset Allocation Tej Rai and the rest of the Asset Allocation Committee.

Tej and Sébastien work closely together to optimize the asset allocation of our managed solutions portfolios. This synergistic collaborative approach combines the best of fundamental and quantitative investing.

The investment objectives of the managed solutions remain the same.

The quantitative strategy now benefits
some of iAIM global and international funds

Effective immediately, there are changes to the investment management team for the following funds:

Matthew Kurbat is an experienced specialist with extensive expertise in quantitative management and portfolio optimization. Sébastien and Matthew are further supported by a team of analysts dedicated to these mandates.

With these changes, the funds fully integrate iAIM's extensive expertise in top-down, bottom-up and quantitative methods, providing alpha-driven and risk-aware solutions for investors seeking active exposure to high-quality foreign equities.

As a result of these changes, Pierre Chapdelaine and Sevgi Ipek are no longer portfolio managers on the funds. We thank them for their contributions.

There is no change to the investment objectives of the funds and no action is required by advisors nor clients as a result of today’s announcement.

If you have any questions about these changes, please contact your sales team.

ABOUT THE PORTFOLIO MANAGERS AND RESEARCH LEADER

Sébastien Mc Mahon, MSc. Econ, PRM, CFA
Principal Portfolio Manager, Diversified funds and Interim Chief Economist

Sébastien Mc Mahon joined iAIM 2013 after having amassed a wealth of experience over 15 years in the public and private sectors.

Throughout his career, Mr. Mc Mahon has held various positions in several prominent financial institutions, notably at Quebec’s Ministry of Finance and at Autorité des marchés financiers, Quebec’s regulator to the province’s financial markets.

In addition to his role as senior portfolio manager at iA Financial Group, Mr. Mc Mahon also acts as Interim Chief Economist and is a member of the firm’s asset allocation committee.

Mr. Mc Mahon holds a master’s degree as well as doctoral studies in Economics, is a CFA charter holder and is deeply involved in Quebec’s financial scene as a member of the board for Quebec’s association of economists.

Tej Rai, BSc. Econ, BSE Eng
Senior Vice-President, Asset Allocation, iAIM

Tej Rai joined iAIM in 2020 and brings almost 15 years of investment management and data science experience to the firm.

Previously, he was principal and senior portfolio manager at SECOR Asset Management, where he developed a strong track record in managing industry-leading asset allocation portfolios. Concurrently, Mr. Rai was responsible for the development of the firm’s customized solutions and managed account platform. Prior to joining SECOR, he was a portfolio manager at Goldman Sachs Asset Management, responsible for the research and implementation of systematic trading strategies within asset allocation mandates.

Tej Rai is a graduate of the University of Pennsylvania, where he obtained a BS in Economics from the Wharton School and a BSE in Electrical Engineering from the School of Engineering and Applied Sciences.

Jean-Pierre Chevalier, CFA
Senior Portfolio Manager, U.S. Equities, iAIM

Jean-Pierre Chevalier joined iAIM in 2012. He specializes in U.S. equities and has nearly 15 years of experience in the investment industry. Prior to joining iAIM, Mr. Chevalier held various roles at Investia Financial Services Inc, a mutual fund dealer and subsidiary of iA Financial Group and at Épargne Placements Québec.

Jean-Pierre Chevalier graduated from Laval University with a Bachelor of Business Administration (Finance) and holds the CFA designation.

Sébastien Vaillancourt, MSc, CFA
Director of Innovation & Senior Portfolio Manager, Quantitative Strategies, iAIM

Sébastien has nearly 20 years of experience in the investment industry. He is a senior member of the quantitative strategy management team whose mission is to develop and promote quantitative investment strategies with favorable attributes.

He is supported by the quantitative strategies team, which combines the talents of its leader Matthew Kurbat and three analysts, and whose diverse skills in innovation, quantitative approaches and portfolio optimization techniques make them an experienced team.

Sébastien Vaillancourt holds a master’s degree in Finance from the Université du Québec à
Trois-Rivières and holds the CFA designation.

Matthew Kurbat, PhD, MBA, CFA
Consultant, Research Leadership for iAIM’s Quantitative Strategies Team

Matthew Kurbat, as a research leader on our quantitative strategies team, has over 20 years of experience and has worked for globally recognized companies including CPP Investments, Barclays Global Investor (BGI), Mellon, and Moody’s. 

He holds a PhD and MS from the University of Michigan, and a BS in Mathematics from MIT.  He also holds the CFA designation.