Positioned for growth: Tilting toward upside capture while managing risk
Discover how ATB Spire Portfolios are designed to confidently participate in market rallies without sacrificing disciplined risk management.
Navigating changing markets requires balancing growth potential with risk management, but taking an overly defensive posture can mean missing crucial upside during market rallies.
While standard asset allocation strategies aim to balance upside potential and risk, return-minded investors often require a more proactive approach during market upturns. Incorporating a growth tilt into an active asset allocation framework bridges this gap, enabling portfolios to participate more fully in upside while maintaining the foundational risk management needed to build lasting wealth.
Developed by ATB Investment Management (ATBIM), ATB Spire Portfolios put this framework into action. Built on a core/satellite foundation, these all-in-one solutions pair an index-oriented ETF core with thematic and alternative investments, giving forward-looking investors a modern, highly diversified vehicle for long-term wealth creation.
Smarter risk management: Protecting portfolios through structural diversification
Managing risk doesn't require sacrificing return potential or hiding in low-yielding assets during market recoveries.
Holding excess cash or highly conservative assets can create a significant drag on long-term returns when markets rebound. In contrast, ATB Spire Portfolios use deliberate allocation across complementary asset classes aiming to cushion market drops. This structural diversification is designed to protect capital while keeping assets positioned to better capture market upturns. In turn, this creates a smoother investment journey designed to build lasting wealth.
Global reach and active tilt: Unlocking high-growth opportunities
ATB Spire Portfolios combine international reach with agility to capture market momentum without taking on unnecessary risk:
- Expanding the global toolkit: Having global exposure allows access to a broad range of international asset classes, unlocking fresh growth opportunities beyond Canadian borders.
- Dynamic tilts: Rather than remaining in a rigid, defensive stance, active management allows the portfolios to dynamically tilt toward high-growth sectors as favourable trends emerge.
Markets change rapidly—your investments should keep pace. ATB Investment Management’s (ATBIM) Multi-Asset Strategies (MAS) Team provides the rigorous, agile management needed to make proactive adjustments as market conditions shift.
Even with this stronger tilt toward growth, our foundational philosophy remains the same: using disciplined oversight to help Canadians tune out short-term market noise, avoid emotional investing and confidently build long-term financial security.
Positioning your portfolio for growth: Build long-term wealth with confidence
Investors can confidently pursue higher growth potential without sacrificing risk management or peace of mind. Through the integration of active management, global market access and targeted growth strategies, ATB Spire Portfolios provide a sophisticated framework designed for investors aiming to maximize growth potential while mitigating risk.
How could a growth-oriented multi-asset strategy fuel your long-term wealth goals without compromising risk management?
Discover how ATB Spire Portfolios can unlock broader growth potential while maintaining the benefits of institutional oversight.
ATB Investment Management Inc. (ATBIM) is registered as a Portfolio Manager across various Canadian securities commissions with the Alberta Securities Commission (ASC) being its principal regulator. ATBIM is also registered as an Investment Fund Manager who manages the ATB Funds. ATBIM is a wholly owned subsidiary of ATB Financial and is a licensed user of the registered trademark ATB Wealth.
Commissions, trailing commissions, management fees, and expenses may all be associated with mutual fund investments. Read fund disclosure documents before investing. The ATB Funds include investments in other mutual funds. Information on these mutual funds, including the prospectus, is available on the internet at www.sedarplus.ca.
Past performance is not indicative of future results. Opinions, estimates, and projections contained herein are subject to change without notice, and ATBIM does not undertake to provide updated information should a change occur. The information in this document has been compiled or arrived at from sources believed reliable but no representation or warranty, expressed or implied, is made as to their accuracy or completeness. ATB Financial, ATBIM and ATB Securities Inc. do not accept any liability whatsoever for any losses arising from the use of this report or its contents.
The material in this document is not, and should not be construed as, an offer to sell or a solicitation of an offer to buy any investment. This document may not be reproduced in whole or in part; referred to in any manner whatsoever; nor may the information, opinions, and conclusions contained herein be referred to without the prior written consent of ATBIM.