Investment Funds

A disciplined approach to investing

ATB Investment Management provides freedom to focus on what really matters.

At ATB Investment Management Inc. (ATBIM), we believe that long-term investment success isn’t about trying to time the market.

Stock and bond markets can be unpredictable, so we concentrate on aspects of the investment journey that are within our control. This means creating purposeful portfolios which can be easily understood, made of assets with a history of compounding returns that are well positioned to deliver long-term success for our clients.

With this philosophy and process, we’ve achieved consistent long-term investment success for two decades.

 

2021 Refinitive Lipper Fund Awards recipient

ATB Investment Management Inc. (ATBIM) is proud to be recognized by the Refinitiv Lipper Fund Awards, granted annually to highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. ATBIM has received the following three awards;

Mixed Assets Group - Awarded to asset managers with at least three distinct portfolios in the mixed asset category. Four of our six Compass Portfolios were the lowest decile (or top performers) in the category of 39 other groups.

Fund Category Awards

  • Canadian Fixed Income Balanced - Compass Conservative Balanced Portfolio Series A - Awarded for 10-year risk-adjusted performance for the period ending July 31, 2021.
  • Canadian Fixed Income Balanced - Compass Conservative Balanced Series F1 - Awarded for three- and five-year risk adjusted performance for the period ending July 31, 2021.

“The awards are a testament of the disciplined process and philosophy that have guided ATBIM for nearly two decades,” said Brett Kimak, President, ATB Investment Management Inc. “Our team has constructed best-in-class portfolios, with our carefully-selected sub-advisor partners, built to withstand inevitable market shocks and deliver long-term value for our investors.”

Read the full press release here.

 

The Refinitiv 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 Refinitiv 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 Refinitiv Lipper Fund Award. For more information, see lipperfundawards.com. Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper. Read the full disclosure here.

Building your roadmap

Begin with an effective asset mix.

Diversification

Succeed by managing risk through diversification—protecting investors from the downside while cultivating room to grow.

Sub-advisors

Thrive on our strong partnerships with select, specialized investment managers.

Manage costs to maximize returns

Gain from our commitment to managing costs to maximize investor returns.

Portfolio design

Reflect the discipline, simplicity and clarity that’s in everything we do.

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