SUB-ADVISORS
Connecting investors to the best expertise, wherever it’s found, provides assurance that we’re putting their interests first. We expand our talent pool to include external managers that are the best at what they do
With ATB Investment Management, you benefit from the expertise of leading independent managers that we believe will produce strong risk-adjusted returns and outcomes over time. Our sub-advisors are selected and actively monitored using a disciplined institutional approach that’s used by some of the world’s largest investors —while giving our clients the right balance of risk, reward and value.
Partnerships for the Compass Portfolios, ATBIS Pools and ATB Funds
Canso Investment Counsel Ltd. - Privately held money manager specializing in corporate bonds
Cardinal Capital Management, Inc. - Investment decisions guided by 12 cardinal rules
Cidel Asset Management Inc. - A focus on core quality and the sustained cash flows of companies
Driehaus Capital Management - Active manager of growth equity and liquid alternative strategies across various global markets
Fiera Capital Corporation - Independent asset management firm delivering active equity, fixed income, and private markets solutions globally.
Foyston, Gordon & Payne Inc. (FGP) - Canadian firm with a disciplined, value-oriented approach to equity and fixed income
Goldman Sachs Asset Management - Global asset manager with integrated offerings across equity solutions.
Mawer Investment Management Ltd. - Wealth creating companies trading at a discount to their intrinsic values
Picton Mahoney Asset Management - Small Cap Canadian companies with above average growth potential
Victory Capital Management - Diversified firm using a multi-boutique model for specialized investment strategies
Investment managers
Blackrock Investment Management Canada Ltd. - A leader in managing index funds and exchange traded funds
BMO Global Asset Management - An asset manager with global reach, and a leader in exchange traded funds
Mortgage investment partner
CMLS Financial Ltd. - Commercial mortgage portfolios for private and institutional investors
The ATBIM Experience
Compass Portfolios and ATBIS Pools are prospectus-qualified funds with a 20 year track record in multiple market cycles.
The performance of sub-advisors or managers may not always align with the overall performance of ATBIM’s portfolios, including the ATB Funds, Compass Portfolios or ATBIS Pools. Past performance is no guarantee of future results. ATBIM reserves the right to modify its sub-advisor relationships and manager relationships at any time and for any reason, including reasons not specified herein.