TORONTO, Jan. 20, 2022 /CNW/ – IA Clarington Investments Inc. (“iA Clarington” or “the Firm”) today announced the launch of three new portfolio solutions:
IA Clarington Investments Inc. (CNW Group/IA Clarington Investments Inc.) (CNW Group/IA Clarington Investments Inc.)
IA Clarington Global Risk-Managed Income Portfolio, managed by iA Investment Management Inc. (iAIM)
IA Clarington Inhance Conservative SRI Portfolio & IA Clarington Inhance High Growth SRI Portfolio, managed by Vancity Investment Management Ltd. (VCIM) and iAIM
“iA Clarington is committed to meeting the needs of Canadian investors by partnering with a select group of industry-leading portfolio management teams. Today’s launch carries this vision forward with three outcome-oriented, all-in-one solutions designed specifically for income-seeking investors and those who wish to align their portfolios with progressive social and environmental values,” said Adam Elliott, President & CEO, iA Clarington.
IA Clarington Global Risk-Managed Income Portfolio
Built for investors seeking consistent monthly cash flow, the IA Clarington Global Risk-Managed Income Portfolio is a broadly diversified, actively managed fund of funds that brings institutional-calibre asset allocation and risk management to the portfolios of Canadian retail investors.
Targets a monthly distribution of 5% for Series F and 4% for Series A (annualized).
Provides enhanced income potential by investing in high-yield bonds, senior loans and other non-traditional asset classes.
Maintains a 40–60% equity allocation to help ensure the longevity of retirement assets in an environment of rising inflation and longer lifespans.
Employs a systematic, comprehensive approach to risk management, including an options overlay that aims to reduce equity volatility.
The fund is managed by the iAIM Asset Allocation Team. Co-lead portfolio managers Tej Rai, Senior Vice-President, Asset Allocation and Sébastien Mc Mahon, Senior Portfolio Manager, Diversified Funds & Interim Chief Economist, employ an innovative “human + machine” approach that combines the complementary strengths of expert human judgment and technology-driven quantitative analysis.
“This new mandate leverages highly sophisticated investment methods that are normally available only to institutions such as pension funds, endowments, and sovereign wealth funds, enabling us to make asset allocation decisions that optimize the potential for …….