IA Clarington Investments: Difference between revisions
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{{Infobox company |
{{Infobox company |
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| name = IA Clarington Investments Inc. |
| name = IA Clarington Investments Inc. |
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| logo = |
| logo = |
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| type = Private (wholly owned subsidiary of [[iA Financial Group]]) |
| type = Private (wholly owned subsidiary of [[iA Financial Group]]) |
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Revision as of 18:59, 19 January 2021
| Company type | Private (wholly owned subsidiary of iA Financial Group) |
|---|---|
| Industry | Financial services |
| Founded | 1996 |
| Founder | Terry Stone, Adrian Brouwers and Sal Tino |
| Headquarters | Toronto, Canada |
Key people | Andrew Dalglish, Chief Executive Officer Nancy Cappadocia, Vice-President, Finance & Chief Financial Officer Dolores Di Felice, Vice-President, Chief Legal Counsel |
| Products | Mutual funds, Portfolio solutions Exchange-traded funds Socially responsible investments |
| AUM |  $14.2 billion(as at September 30, 2020) |
Number of employees | 200 (as at September 30, 2020) |
| Website | iaclarington |
IA Clarington Investments Inc. is an investment management firm catering to the Canadian retail market.[1] A wholly owned subsidiary of iA Financial Group (TSX: IFG), the company sells various products, including mutual funds, portfolios, exchange-traded series of mutual funds, segregated funds and socially responsible investments.[1] With the exception of its exchange-traded series, iA Clarington products can only be purchased through licensed, third-party financial advisors.[1]
History
The company was founded in 1996 by Terry Stone, Adrian Brouwers and Sal Tino as Clarington Corporation, and operated principally through its wholly owned subsidiary, ClaringtonFunds Inc.[2] In December 2003, Clarington Corporation went public.[2] In 2005, it was acquired by iA Financial Group,[3] which rebranded the Clarington funds, along with existing Industrial Alliance mandates, under the iA Clarington Investments name.[4]
List of Portfolio Managers
iA Clarington funds are managed by either in-house portfolio managers or external sub-advisors. The following list[1] is as at October 31, 2020:
- Dan Bastasic[5]
- Industrial Alliance Investment Management Inc.[6]
- Loomis, Sayles & Company, L.P.
- PineBridge Investments LLC[7]
- QV Investors Inc.[8]
- Vancity Investment Management Ltd.[9]
- Wellington Square[10]
See also
References
- ^ a b c d "IA Clarington Investments Inc. Simplified Prospectus (via SEDAR)". Retrieved 15 June 2020.
- ^ a b "Clarington Corporation Prices Initial Public Offering". Bloomberg. Retrieved 2 December 2003.
- ^ "Clarington, Industrial Alliance agree to friendly takeover". Investment Executive. 7 November 2005.
- ^ "IA Clarington aligns fund names and launches new brand image". Investment Executive. 10 July 2020.
- ^ "Dan Bastasic". iaclarington.com. Retrieved 11 November 2020.
- ^ "Industrial Alliance Investment Management Inc". iaclarington.com. Retrieved 11 November 2020.
- ^ "Who We Are - PineBridge Overview". www.pinebridge.com. Retrieved 11 November 2020.
- ^ "QV Investors". qvinvestors.com. Retrieved 11 November 2020.
- ^ "About Us - Vancity Investment Management". vcim.ca. Retrieved 11 November 2020.
- ^ "About Us - Wellington Square". www.wsqadvisors.com. Retrieved 11 November 2020.