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IA Clarington Investments announces expansion of portfolio management team for its line of socially responsible investment funds

TORONTO, April 7, 2021 / CNW / – IA Investments Clarington inc. (“IA Clarington”) today announced the expansion of the portfolio management team for the IA Clarington Inhance PSR funds and portfolios (the “Funds”), whose portfolio sub-advisor is Vancity Investment Management Ltd . (“VCIM”).

Counting from today, Jeffrey Adams, Director and Portfolio Manager, VCIM, and Wes dearborn, portfolio manager, fixed income, VCIM, have been appointed as portfolio managers for the funds, joining Jeffrey Lew, portfolio manager, VCIM. As well, Marc sheard, previously a portfolio manager with the British Columbia Investment Management Corporation, will join VCIM on April 26 and act as portfolio manager for the Funds, pending the necessary registrations. Shelly dhawan continues to be director of ESG, VCIM.

In addition to these changes, Andrew Simpson will be leaving VCIM, effective today, to pursue opportunities outside the company.

Mr. Adams, who has overall management responsibilities for the business and the portfolio management team at VCIM, brings over 15 years of experience to the Funds, including over 10 years as a portfolio manager for socially responsible investment mandates.

Mr. Dearborn has over 10 years of experience in fixed income securities and over five years as a portfolio manager.

Mr. Sheard has over 15 years of experience in the financial services industry, including over eight years in global equity investment management and over two years as a fixed income analyst.

Mr. Adams and Mr. Dearborn have been members of the VCIM Investment Committee since joining the company in 2019. Mr. Sheard will be a member of the Investment Committee effective April 26.

“Our investment process is rooted in a collaborative, team-based approach that seamlessly integrates fundamental financial analysis with a rigorous environmental, social and governance selection process. I am proud to officially join Marc and Wes in bringing even more depth and breadth to Fund management, ”said Jeffrey Adams, Director and Portfolio Manager, VCIM. “Therefore, I would like to express our sincere thanks and best wishes to Andrew Simpson, who was instrumental in shaping VCIM’s unique approach to socially responsible investing, based on about teamwork, ”added Adams.

“IA Clarington is extremely proud of its more than 10 year relationship with VCIM, one of the true pioneers in socially responsible investing,” said Adam Elliott, senior vice president and national sales manager, iA Clarington. “Jeffrey, Marc and Wes are valuable additions to an exceptional team that seeks to help socially and environmentally conscious Canadians align their investments with their personal values,” he added.

Below are the new teams of portfolio managers for the funds.

Funds

Portfolio managers

IA Clarington Fund

Inhance PSR of bonds

Jeffrey Adams, Wes Dearborn and Jeffrey Lew

IA Clarington Category

Inhance PSR Global Equities

Marc Sheard, * Jeffrey Adams and Jeffrey Lew

IA Clarington Fund

Inhance PSR Global Equities

Marc Sheard, * Jeffrey Adams and Jeffrey Lew

IA Clarington Category

Inhance PSR Canadian Equities

Marc Sheard, * Jeffrey Adams and Jeffrey Lew

IA Clarington Wallet

Inhance PSR cautious

Marc Sheard, * Jeffrey Adams and Wes
Dearborn

IA Clarington Wallet

Balanced PSR Inhance

Marc Sheard, * Jeffrey Adams and Wes
Dearborn

IA Clarington Wallet

Inhance PSR growth

Marc Sheard, * Jeffrey Adams and Wes
Dearborn

IA Clarington Fund

Inhance PSR monthly income

Marc Sheard, * Jeffrey Adams, Wes Dearborn,
and Jeffrey Lew

* Pending the necessary registrations.

Please note that there are no changes to the strategies, investment objectives or risk ratings of the funds.

To learn more about IA Clarington Inhance PSR funds and portfolios, visit iaclarington.com/SRI.

About IA Investments Clarington inc.
A wholly-owned subsidiary of Industrial Alliance Insurance and Financial Services Inc. – fourth largest life and health insurance company in Canada – iA Clarington offers a wide range of investment products, including actively managed mutual funds, managed portfolio solutions, the active ETF series option and socially responsible investing. As of December 31, 2020, iA Clarington has over $ 15 billion in assets under management. For more information, go to iaclarington.com.

About Vancity Investment Management Ltd.
Vancity Investment Management (VCIM) is a rapidly growing leader in responsible investing in Canada. We offer individual, institutional and mutual fund clients an integrated investment process that engages shareholder engagement and incorporates mutual fund environmental, social and governance (ESG) analysis and financial analysis. classic in the development and management of investment portfolios. For more information, go to vcim.ca.

Commissions, trailing commissions, management fees and expenses, brokerage fees and expenses may be charged for investments in mutual funds, including investments in exchange-traded series of mutual funds. placement. Please read the prospectus before investing. Mutual funds are not guaranteed, their values ​​change frequently and past performance may not be repeated. IA Funds Clarington are managed by IA Placements Clarington inc. iA Clarington, the iA logo Clarington, iA Management of heritage and logo of iA Management of heritage are trademarks, used under license, of Industrial Alliance Insurance and Financial Services Inc.

SOURCE IA Investments Clarington inc.

For further information: Rob Martin, Vice-President, Marketing and Communications, iA Clarington Investments, [email protected], T: 416 860-9880, ext. 8070

Related links

www.iaclarington.com

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