{"id":15084,"date":"2019-06-02T17:19:36","date_gmt":"2019-06-02T21:19:36","guid":{"rendered":"https:\/\/insurance-journal.ca\/article\/ia-clarington-announces-portfolio-manager-and-fund-name-changes\/"},"modified":"2019-06-02T17:19:36","modified_gmt":"2019-06-02T21:19:36","slug":"ia-clarington-announces-portfolio-manager-and-fund-name-changes","status":"publish","type":"post","link":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/2019\/06\/02\/ia-clarington-announces-portfolio-manager-and-fund-name-changes\/","title":{"rendered":"iA Clarington announces portfolio manager and fund name changes"},"content":{"rendered":"\n
<\/div>\n

IA Clarington Investments<\/strong> announced on May 30 several portfolio manager and fund name changes, which are effective immediately.<\/p>\n

“We monitor our funds to ensure they are well positioned for the opportunities and complexities of today’s market landscape. The changes we’ve made to our portfolio manager lineup reflect our commitment to offering active, high-conviction solutions tailored to the evolving needs and expectations of our clients,” said Eric Frape<\/strong>, Senior Vice-President, Products & Investments, iA Clarington.<\/p>\n

The company says that the objective of each affected mandate remains unchanged, adding however, that \u201cthe new portfolio management teams will bring to the funds their unique, time-tested investment strategies for pursuing superior outcomes for investors.\u201d<\/p>\n

The changes are as follows:<\/p>\n\n\n\n\n\n\n\n\n\n\n\n\n
\n

Previous fund name <\/strong><\/p>\n<\/td>\n

\n

New fund name <\/strong><\/p>\n<\/td>\n

\n

New portfolio manager(s)<\/strong><\/p>\n<\/td>\n<\/tr>\n

\n

IA Clarington<\/p>\n

Sarbit U.S. Equity Fund<\/p>\n<\/td>\n

\n

IA Clarington<\/p>\n

U.S. Equity Currency Neutral Fund1<\/sup><\/p>\n<\/td>\n

\n

Joe Jugovic & Mathew Hermary<\/p>\n

QV Investors Inc.<\/p>\n<\/td>\n<\/tr>\n

\n

IA Clarington<\/p>\n

Sarbit U.S. Equity Class (Unhedged)<\/p>\n<\/td>\n

\n

IA Clarington U.S. Equity Class1<\/sup><\/p>\n<\/td>\n

\n

Joe Jugovic & Mathew Hermary<\/p>\n

QV Investors Inc.<\/p>\n<\/td>\n<\/tr>\n

\n

IA Clarington<\/p>\n

Focused U.S. Equity Class<\/p>\n<\/td>\n

\n

IA Clarington<\/p>\n

Thematic Innovation Class<\/p>\n<\/td>\n

\n

Jean-Pierre Chevalier<\/p>\n

Industrial Alliance Investment<\/p>\n

Management Inc.<\/p>\n<\/td>\n<\/tr>\n

\n

IA Clarington<\/p>\n

Focused Canadian Equity Class<\/p>\n<\/td>\n

\n

No change<\/p>\n<\/td>\n

\n

Peter Prattas &<\/p>\n

Michael Formuziewich<\/p>\n

IA Clarington Investments Inc.<\/p>\n<\/td>\n<\/tr>\n

\n

IA Clarington<\/p>\n

Focused Balanced Fund<\/p>\n<\/td>\n

\n

No change<\/p>\n<\/td>\n

\n

Dan Bastasic<\/p>\n

IA Clarington Investments Inc.<\/p>\n<\/td>\n<\/tr>\n

\n

IA Clarington<\/p>\n

Focused Balanced Class<\/p>\n<\/td>\n

\n

No change<\/p>\n<\/td>\n

\n

Dan Bastasic<\/p>\n

IA Clarington Investments Inc.<\/p>\n<\/td>\n<\/tr>\n

\n

IA Clarington<\/p>\n

U.S. Dividend Growth Fund<\/p>\n<\/td>\n

\n

No change<\/p>\n<\/td>\n

\n

Donny Moss<\/p>\n

Industrial Alliance Investment<\/p>\n

Management Inc.<\/p>\n<\/td>\n<\/tr>\n

\n

IA Clarington<\/p>\n

U.S. Dividend Growth Registered Fund<\/p>\n<\/td>\n

\n

No change<\/p>\n<\/td>\n

\n

Donny Moss<\/p>\n

Industrial Alliance Investment<\/p>\n

Management Inc.<\/p>\n<\/td>\n<\/tr>\n

\n

IA Clarington Global Value Fund<\/p>\n<\/td>\n

\n

No change<\/p>\n<\/td>\n

\n

Jean-Pierre Chevalier joins Sevgi Ipek &<\/p>\n

Pierre Chapdelaine<\/p>\n

Industrial Alliance Investment<\/p>\n

Management Inc.<\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Read the original article at insurance-journal.ca <\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

IA Clarington Investments announced on May 30 several portfolio manager and fund name changes, which are effective immediately. “We monitor our funds to ensure they are well positioned for the opportunities and complexities of...<\/p>\n","protected":false},"author":578,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[],"tags":[],"jetpack_featured_media_url":"","_links":{"self":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/posts\/15084"}],"collection":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/users\/578"}],"replies":[{"embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/comments?post=15084"}],"version-history":[{"count":0,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/posts\/15084\/revisions"}],"wp:attachment":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/media?parent=15084"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/categories?post=15084"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/tags?post=15084"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}