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ATB Investment Management Inc. Announces Mutual Fund Risk Rating Change

By ATB Financial 16 August 2019 1 min read

Edmonton—ATB Investment Management Inc. (“ATB”) announced today a change in the risk rating to three of its funds. In accordance with the standardized methodology for classifying fund volatility mandated by the Canadian Securities Administrators, ATB has made the following risk rating changes:


Previous Risk Rating

New Risk Rating

Compass Balanced Portfolio

Low to Medium


ATBIS Canadian Equity 


Low to Medium

ATBIS International Equity 

Medium to High



No changes have been made to the investment objectives, investment strategies or management of any of these funds.

For more information, please contact:

Chinta Puxley
Media Specialist

About ATB Financial

With $54.2 billion in assets, ATB Financial is an Alberta-built financial institution. But don't let that fool you—we're so much more than a bank. We got started in 1938 to help Albertans through tough economic times, and today we have 174 branches, 141 agencies, a Client Care Centre, four entrepreneur centres, and mobile and online banking. And did you know we're fast becoming the digital bank and the bank for entrepreneurs? We're already the place to work for our more than 5,500 team members who love to serve our 770,000-plus customers in 247 Alberta communities. To find out more, visit us at

About ATB Investment Management Inc.

ATB Investment Management Inc. manages the ATBIS Pools and Compass Portfolios and is the asset management division for ATB Wealth. For more information, please visit and 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 are licensed users of the trade name ATB Wealth.

Compass is a trademark of ATB Financial.

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