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Compass Conservative Balanced Portfolio F1 (0P0000YAEO)

加拿大多伦多

从投资组合添加/删除添加至投资组合

19.564 -0.020 -0.08%

13/11 - 闭盘. CAD 货币

类型: 基金

市场: 加拿大

资产类别: 债券

晨星评级:
总资产: 6.16B

0P0000YAEO概述

本页面提供Compass Conservative Balanced Portfolio F1的详细介绍，帮助您了解0P0000YAEO的高管、总资产、投资策略和联系方式等信息。

种类

Canadian Fixed Income Balanced

总资产

6.16B

费用

开始日期

2011年10月31日

联络信息

地址 9888 Jasper Avenue
Edmonton,AB T5J 1P1
Canada

电话 1-855-386-2282

传真 403 228 5243

网址 www.compassportfolios.com

高管

名称	标题	任期	至
Scott Lacombe	-	2022	now
背景介紹	Scott serves as the supporting portfolio manager for the Compass Portfolios. Scott is an experienced investment professional with over 10 years of experience focused on asset allocation and multi-asset portfolio management. He holds a bachelor of commerce from the University of Alberta, and is a CFA charterholder.
Joseph Wong	-	2022	now
背景介紹	Joseph Wong, CFA Joe serves as the lead portfolio manager for the Compass Portfolios. Joe is an experienced investment professional with over 20 years working in asset allocation, multi-asset portfolio management, risk modelling and investment analysis. His expertise is centred around a deep understanding of the underlying analytics that can drive the risk and return characteristics of bonds and equities. Joe is a CFA charterholder and completed his education in Australia.
Elizabeth Lunney	Portfolio Manager	2020	2022
背景介紹	Liz leads portfolio management for ATB Investment Management Inc. including the oversight of the Compass Portfolios, ATBIS Pools as well as Private Investment Counsel. Her portfolio management career began in 1987 as a Portfolio Manager at Alberta Teachers Retirement Fund, and later took on the role of President at Fiduciary Trust, a subsidiary of Franklin Templeton. Liz joined ATB Wealth in 2019. Liz is a CFA charterholder and a University of Alberta graduate with a Bachelor of Commerce degree.
Gene Hochachka	CIO (Chief Investment Officer)	2004	2020
背景介紹	Gene Hochachka is Chief Investment Officer of ATB Investor Services and for ATB Investment Management’s Compass Portfolio Series of mutual funds. A Chartered Financial Analyst (CFA) and MSc graduate of the University of British Columbia, Gene joined ATB Investor Services in 2004 as a Portfolio Strategist. Prior to this time, Gene spent eight years as a quantitative financial analyst with Phillips, Hager & North Investment Management.
Sheldon Dyck	Other Executives	2011	2014
背景介紹	Sheldon Dyck is the CEO of ATB Investor Services and Chief Investment Officer for ATB Investment Management's award winning Compass Portfolio Series of mutual funds. A Chartered Financial Analyst (CFA), Harvard Business School alumnus, and member of Mensa Canada, Sheldon founded the wealth management arm of ATB Financial in 2002. Since then, ATB Investor Services has grown to manage more than $10 billion in assets in over 240 communities.

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