Investing according to your values with the five new iA segregated funds

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Our new segregated funds are now available. Take advantage of one of the best segregated funds offer in Canada!

But first, you want to know more about the new funds? Don't miss the Savings and Investment Conferences where our discussion panel will feature the portfolio managers of new ESG funds (see registration details below) and if you haven't already, check out your marketing toolbox.

YOUR COMPLETE TOOLBOX

(new documents have been added since the pre-launch note)

Your toolbox

Values-based investing, truly in demand!

According to a recent study¹, 99% of millennials and 79% of the general population say they are somewhat or very interested in sustainable investing! Explore this potential among your clients and discuss with them how one of our seven ESG funds, including our four new funds, could complement their current savings portfolio.

¹Morgan Stanley Institute for Sustainable Investing, 2021

THE NEW ESG FUNDS

Sustainable Balanced Portfolio (iAIM), an all-in-one balanced solution that provides access to a selection of sustainable strategies (green bonds, climate risk, carbon reduction, etc.), and brings together the expertise of the best firms in the industry in this area.
Fidelity Climate Leadership Balanced™, a combination of equities and fixed income from issuers around the world, designed to reduce risk and take advantage of opportunities created by the global trend towards decarbonization.
Sustainable Canadian Equity (iAIM), a unique and exclusive approach from iA Investment Management that targets Canadian leaders who apply best practices in sustainable investing, combined with thematic ESG solutions.
Climate Strategy (Wellington), offered as a premiere in Canada by iA Financial Group, focuses on five main themes: low-carbon electricity, energy efficiency, water and resource management, climate-resilient infrastructure and low-emission transportation.

But that's not all...

Another Canadian premiere from Wellington Management

The Global Equity Opportunistic Value (Wellington) Fund, a value-type investment fund whose counter-current strategy aims to identify high-potential companies from around the world, sometimes overlooked by other investors.

These five new funds are available in the Classic Series 75/75, the Series 75/100 and the Prestige Series, in the My Education+ product as well as the Classic Series 75/75 in the Ecoflextra product.

For more information, contact your sales team who will be happy to answer you.

HURRY!

If not already done, there is still time to register for this new edition which will take place following the theme Shaping Success.

When: 1st week of November

Where: Virtual, live from the studio

To register and get all the details, see the email invitation sent to you by iA Financial Group Events on September 30.

Can’t find your invitation? Contact us at conference@ia.ca.

INVESTED IN YOU.

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