FRESH THINKING, GREATER INVESTOR OUTCOMES
We are an independent investment manager
delivering solutions built to grow with you.
Foundation and history
ATB Investment Management was established in 2002 as a wholly owned subsidiary of ATB Financial, which has served individuals, businesses and communities for over 80 years.
Reputation for resilience
With $25 billion in assets under management1, ATB Investment Management is a trusted Canadian investment firm, recognized for its disciplined, long-term approach across market cycles.
Independent approach
Our open-architecture model gives us the freedom to work with leading sub-advisors to bring unbiased expertise and diverse perspectives for the best possible client outcomes.
Our approach: disciplined, fundamentally driven investing tested over market cycles
Our approach emphasizes strategic asset allocation, diversification and risk management to help investors navigate markets with confidence. We stay focused on what we can control, applying consistent principles and active oversight through all market cycles.
Powered by diversified investment thinking, we combine active and passive strategies from trusted global sub-advisors, who bring the perspectives needed to build resilient, globally diversified portfolios. Grounded in a risk-aware culture, we actively rebalance portfolios to adjust for evolving capital markets and keep investors on track toward their goals.
The ATB Investment
Management experience
We believe that strong investment outcomes begin with clarity. Our approach emphasizes global expertise and discipline, grounded in deep research, a risk-aware investment culture and transparent decision-making.
Industry recognition
We’re proud to be recognized for delivering consistent, risk-adjusted performance across a range of time horizons and strategies.
ATBIM Funds receive FundGrade A+ awards
Compass Portfolios awarded again for consistent & outstanding risk-adjusted performance
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A decade of excellence
ATBIM's Compass Conservative Balanced Portfolio - Series F1 honoured at LSEG Lipper Fund Awards
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Compass Portfolios win FundGrade A+ awards for 2024
ATBIM proud to have its Funds recognized again
Read articleMeet our team
We bring together an experienced team of asset allocation specialists, backed by a well-rounded senior leadership team across investments, compliance and operations. We work together toward a shared goal of helping investors succeed.
Explore our team