EDMONTON, AB, Sept. 25, 2026 /CNW/ — ATB Investment Management Inc. today announced a sub-advisor transition to Boston Partners Global Investors, Inc.’s U.S. Large Cap Value Equity Strategy for the following funds (the “Funds”) from the Funds’ existing U.S. equities sub-advisor effective on or about October 15, 2026:
- Compass Conservative Portfolio
- Compass Conservative Balanced Portfolio
- Compass Balanced Portfolio
- Compass Balanced Growth Portfolio
- Compass Growth Portfolio
- Compass Maximum Growth Portfolio
- ATBIS U.S. Equity Pool
There are no changes to the investment objectives or investment strategies of the Funds.
Boston Partners Global Investors, Inc. (“Boston Partners”) is an institutional investment manager specializing in global value-equity strategies. Their clients include corporate and public pension plans, endowments, foundations, and high-net-worth individuals across major global markets. Boston Partners offers investment capabilities across U.S. and global and Non-US equities, long/short equities, and private wealth solutions. Boston Partners consists of 190 employees headquartered in Boston, with four other offices around the world. The firm manages nearly $150 billion USD as of June 30, 2026.
On September 28, 2026 a special distribution will be paid to unitholders with a record date of September 25, 2026, in relation to the appointment of Boston Partners. Information about the special distribution will be available on the ATB Investment Management website, at atbim.atb.com, on September 29, 2026.
About ATB Investment Management Inc.
ATB Investment Management Inc. (ATBIM), the asset management subsidiary of ATB Financial, provides a range of high-quality comprehensive investment management services and solutions. ATBIM’s offerings include: a range of mutual funds, including the Compass Portfolios, and tailored discretionary investment management for high-net-worth individuals and institutions. Established over 20 years ago and with over $25.2 billion in assets under management, ATBIM provides trusted expertise and a commitment to client success.
ATBIM is registered as a Portfolio Manager across various Canadian securities commissions with the Alberta Securities Commission (ASC) being its principal regulator. ATBIM is also registered as an Investment Fund Manager who manages the ATB Funds. ATBIM is a wholly owned subsidiary of ATB Financial and is a licensed user of the registered trademark ATB Wealth.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
About ATB Financial
Powering possibilities for our clients, communities, and beyond is what drives us at ATB Financial. As a leading Alberta-based financial institution with over $115 billion in total assets and assets under management, our success comes from more than 5,400 team members who deliver exceptional experiences to over 855,000 clients across our Personal and Business Banking, ATB Wealth Management, and ATB Cormark Capital Markets businesses. ATB Financial provides expert advice and services through our extensive branch network and agencies, our dedicated Client Care Centre and our digital banking options. ATB Financial is bronze certified as part of the Partnership Accreditation in Indigenous Relations commissioned by the Canadian Council for Indigenous Business. More information about ATB can be found at atb.com.
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