ATB Investment Management Inc. Announces Portfolio Advisor Changes
EDMONTON, AB, July 7, 2020 /CNW/ - ATB Investment Management Inc. ("ATB" or the "Manager") announced today changes in the individual principally responsible for the portfolio management of the Compass Portfolios and ATBIS Pools (collectively, the "ATB Funds") managed by ATB.
Effective today, Elizabeth Lunney, Managing Director, Portfolio Management with the Manager, has been appointed as lead portfolio advisor to the ATB Funds. She is responsible—with her team—for providing or arranging for the provision of portfolio management services, including appointing sub-advisors, for each Fund.
No changes have been made to the investment objectives, investment strategies or management of any of the ATB Funds.
About ATB Investment Management Inc.
ATB Investment Management Inc. manages the ATBIS Pools and Compass Portfolios and is the asset management division for ATB Wealth. For more information, please visit atb.com and compassportfolios.com. ATB Investment Management Inc., ATB Securities Inc. (Member, Investment Industry Regulatory Organization of Canada; Member, Canadian Investor Protection Fund) and ATB Insurance Advisors Inc. are wholly owned subsidiaries of ATB Financial and are licensed users of the trade name ATB Wealth.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the offering documents before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
About ATB Financial
With $55.8 billion in assets, ATB Financial is an Alberta-built financial institution that is a catalyst for economic growth in our province. We got started in 1938 to help Albertans through tough economic times and are still the only financial institution in more than 100 Alberta communities. ATB's more than 5,000 team members love to deliver exceptional experiences to nearly 777,000 customers in our 175 branches, 139 agencies, 24-hour Client Care Centre, four entrepreneur centres, or through our digital banking options. Everything we do is focused on how we can serve Albertans—from providing expert advice and supporting entrepreneurs to helping Albertans buy a home and grow their wealth.
SOURCE ATB Financial
ATB Financial, Media Relations, [email protected]
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