The “Know Your Funds” brochure continues to be an essential guide to the full range of segregated funds offered by iA. It was recently updated, with special attention to the section on fund families.
Starting on page 4, you’ll find an improved overview of the fund families, including a decision tree and qualification criteria that help clarify what sets each family apart—whether it’s management approach (active or passive), geographic focus or exposure to alternative assets. These updates are intended to make navigation and reading easier when making your recommendations.
You can also access fund fact sheets directly with a single click, thanks to links embedded in the boxes. It’s a valuable time-saver that simplifies your research and supports your client conversations.
If you haven’t looked at it recently—or simply didn’t know about it—now is a great time to (re)discover the “Know Your Funds” brochure and make full use of this reference tool.
