IA Clarington Investments
| File:Clarington EN.jpg | |
| Company type | Private (wholly owned subsidiary of iA Financial Group) |
|---|---|
| Industry | Financial services |
| Founded | 1996 |
| Founder | Terry Stone, Adrian Brouwers and Sal Tino |
| Headquarters | , |
Key people | Catherine Milum, 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 | Decrease $17.2 billion (as at December 31, 2022) |
Number of employees | 200 (2020) |
| Website | iaclarington |
IA Clarington Investments is a Canadian Investment management company 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] Except for 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 January 31, 2023:
- iA Global Asset Management Inc.[5]
- Loomis, Sayles & Company, L.P.[citation needed]
- QV Investors Inc.[6]
- Vancity Investment Management Ltd.[7]
- Wellington Square[8]
See also
References
- ↑ 1.0 1.1 1.2 1.3 "IA Clarington Investments Inc. Simplified Prospectus (via SEDAR)". Retrieved 15 June 2020.
- ↑ 2.0 2.1 "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.
- ↑ "iA Global Asset Management Inc". iaclarington.com. Retrieved 31 January 2023.
- ↑ "QV Investors". qvinvestors.com. Retrieved 11 November 2020.
- ↑ "About Us - Vancity Investment Management". vcim.ca. Retrieved 31 January 2023.
- ↑ "About Us - Wellington Square". www.wsqadvisors.com. Retrieved 31 January 2023.