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iA Global Asset Management Inc. (iAGAM) announces portfolio manager changes for a few of its funds. These changes are effective as of February 8.

For each investment review, you will find an overview of the fund, the quarterly commentaries, the positioning and outlook as well as the investment process.

Please note that in anticipation of the 2023 tax season, tax documents for your clients who hold iA Financial Group individual savings products will be gradually available.

All you need to know.

"We continue to look to increase the internal yield of the fund, as greater cash in hand seems more valuable to investors today than future growth." — Frank Latshaw

“We think it's very important to keep an open mind about the companies that are big index weights. The Apples, Microsofts, and Nvidias, were all helpful for our funds’ performance last year.” — David Fingold

Also discover the new transfer frequency options available.

With the arrival of the new year, we wish to remind you of the importance of respecting the Market Conduct Standards Code implemented by iA Financial Group and which sets out the guiding principles for intermediaries with regards to the distribution of iA’s financial products and services, including those related to the fair treatment of customers.

To get 2024 off to a good start, Fidelity offers answers to the questions most frequently asked by advisors and investors.