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ATB Investment Management honoured with Lipper Awards

Posted on: November 08, 2018

Edmonton—In recognition of investment excellence, ATB Investment Management Inc. (ATBIM), a subsidiary of ATB Financial, has been awarded two 2018 Thomson Reuters Lipper® Fund awards.

ATBIM earned a Lipper award in the Mixed Assets Group Award category—one of six Asset Class Group Awards handed out this year. This is the fourth time ATBIM has received this award, having previously won in 2012, 2013 and 2014.

The second recognition was for Compass Conservative Balanced Portfolio Series A, in the Fund Award category of Canadian Fixed Income Balanced over a ten year performance period.

For more than thirty years, Lipper awards have honoured funds and fund management firms that have excelled in providing consistently strong, risk-adjusted performance relative to their peers.

“These recognitions are a testament to the incredible team we’ve built to serve Alberta investors,” said Chris Turchansky, President of ATB Wealth. “We are relentless in our efforts to bring our clients closer to their aspirations so they can focus on the things that matter most. We are honoured to receive these awards.”

Learn more about the award methodology and see the complete list of winners at


About ATB Investment Management Inc.

ATB Investment Management Inc. manages the Compass Portfolios and ATBIS Pools, and is the asset management division for ATB Financial. ATB Investment Management Inc., ATB Securities Inc. (Member, Investment Industry Regulatory Organization of Canada; Member, Canadian Investor Protection Fund) and ATB Insurance Advisors Inc. are wholly owned subsidiaries of ATB Financial and operate under the trade name ATB Wealth. ATB Financial is a registered trademark.

About Thomson Reuters Lipper Awards

The Thomson Reuters Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Lipper Fund Award. For more information, see Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper.

Compass Conservative Balanced Fund was awarded the 2018 Thomson Reuters Lipper Fund Award in the Canadian Fixed Income Balanced category for the three, five and ten year period ending July 31, 2018 out of a total of 47 funds. The highest 20% of funds in each category are named Lipper Leaders for Consistent Return and receive a score of 5, the next 20% receive a score of 4, the middle 20% are scored 3, the next 20% are scored 2 and the lowest 20% are scored 1. The highest Lipper Leader for Consistent Return in each category wins the Lipper Fund Award. Lipper Leader ratings change monthly. For more information, see Performance for the fund for the period ended July 31, 2018 is [as follows: 5.14% (1 year), 4.18% (3 years), 6.02% (5 years), 6.36% (10 years) and 5.96% (since inception on [December 11, 2012])]. The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 5 (3 years), 5 (5 years), 5 (10 years). Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

For further information or interview requests, please contact:

Michelle Stead
Director, External Communications
ATB Financial

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