 | |
| Company type | Private (wholly owned subsidiary of iA Financial Group) |
|---|---|
| Industry | Financial services |
| Founded | 1996; 29 years ago (1996) |
| Founder | Terry Stone, Adrian Brouwers and Sal Tino |
| Headquarters | Toronto, Canada |
| 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 |  $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. 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. Except for its exchange-traded series, iA Clarington products can only be purchased through licensed, third-party financial advisors.
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. In December 2003, Clarington Corporation went public. In 2005, it was acquired by iA Financial Group, which rebranded the Clarington funds, along with existing Industrial Alliance mandates, under the iA Clarington Investments name.
List of Portfolio Managers
iA Clarington funds are managed by either in-house portfolio managers or external sub-advisors. The following list is as at January 31, 2023:
- iA Global Asset Management Inc.
- Loomis, Sayles & Company, L.P.
- QV Investors Inc.
- Vancity Investment Management Ltd.
- Wellington Square
See also
References
- ^ "IA Clarington Investments Inc. Simplified Prospectus (via SEDAR)". Retrieved 15 June 2020.
- ^ "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.