The portfolio manager changes announced earlier this year are now in effect.
As of September 14, four segregated funds previously managed by external managers are now managed by the team at iA Global Asset Management (iAGAM). These changes reflect our commitment to proactively adapting our offering so that it continues to be high-performing, competitive and aligned with the needs of advisors and their clients.
Marketing materials will be updated gradually over the next few weeks.
Funds affected
| Before | Now | New portfolio manager |
| SRI Moderate (Inhance) | Sustainable Moderate (iA) |
iA Global Asset Management (iAGAM) asset allocation team |
| SRI Balanced (Inhance) | Sustainable Balanced (iA) | |
| SRI Growth (Inhance) | Sustainable Growth (iA) | |
| Global Dividend (Dynamic) | Global Equity Portfolio (iA) |
What won’t be changing
For clients affected:
• no action is required
• the risk level remains the same
• the investment objectives will not change
• the protections and benefits specific to iA’s segregated funds will continue to apply
Affected clients were informed via their June 30th investment statement.
Why make these changes?
These changes reflect iA’s rigorous monitoring of the performance and suitability of its fund offerings in order to maximize the added value for your clients.
Global Equity Portfolio (iA)
This solution is designed to enhance portfolio diversification within a streamlined and comprehensive global equity portfolio, while leveraging the expertise iAGAM has developed in managing global investment mandates. The MER will not change.
Sustainable family of funds (iA)
The Sustainable Moderate (iA), Sustainable Balanced (iA) and Sustainable Growth (iA) funds will modernize the sustainable investment offering with a new management team and a more competitive cost structure.
The funds maintain their focus on sustainability while aiming for greater diversification and renewed performance potential.
Learn more
We have prepared a document that provides further explanation of these changes and will answer any questions you may have.
For more details, please take a look.
