Effective September 4, 2024, and in line with our strategic focus of offering investors deep expertise and broad global opportunities across all our fixed-income solutions, we are pleased to announce that two segregated funds currently managed by Wellington Square are being taken over by new portfolio managers
August 28, 2024
Topic: Savings
The repercussions of inflation are long-lasting and have left impacts that will not easily disappear. It is therefore crucial to reassess your clients’ financial goals with them. Whether they have a retirement plan or not, there are some key questions to address or revisit.
August 26, 2024
Topic: Portfolio Managers
Fidelity Investments announces a change to its portfolio managers for the Fidelity European Equity fund. These changes will take effect on September 1, 2024.
August 23, 2024
Topic: Miscellaneous
Whether it’s to ensure the privacy of your clients or to allow us to adequately serve them, protecting personal information is always a priority at iA.
August 12, 2024
Topic: Portfolio Managers
August 12, 2024
Topic: Portfolio Managers
In our Mid-Year Review, our portfolio managers revisit their forecasts in January and reflect on the major developments of the first two quarters.