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ATB Institutional Portfolio Management

Let ATB’s Institutional Portfolio Management service help you strengthen your organization’s future

Our team understands that your organization’s investment portfolio is a critical part of its long-term sustainability. We also understand that you need expert, timely advice that helps you meet your obligations to your stakeholders without making excessive demands on you.

Organizations depend on board members, management and other leaders to guide their work and help them achieve their mission and vision. Increasingly, leaders are also expected to oversee investment portfolios – a task that can seem daunting in the midst of other responsibilities.

Who we work with

Our portfolio managers work with organizations such as not-for-profits, municipalities, foundations, unions and pensions to help them manage and grow their investment assets. We serve clients whose portfolios might not get the attention they deserve from other firms, using our knowledge to maximize your organization’s investment potential.

Personalized service. Practical guidance.

Our team is made up of experts who have an unmatched understanding of Alberta’s economy, its challenges and its emerging opportunities. Our portfolio managers also have an insight into the issues that matter to institutional investors, including legislation changes, fundraising and capital investment. With us you get the personalized service you want, and the practical guidance you need.

What we can do for you

We’ll help you build a customized portfolio for your organization that balances risk and return and is linked to your investment time horizon. Our long-term, diversified focus helps us safeguard and cultivate your organization’s investments so it can fulfill its mission and vision.

To learn more about what we can do for your institutional investments, click here.