IA Clarington Investments

IA Clarington Investments Inc.

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.com

IA Clarington Investments is a Canadian Investment management company catering to the Canadian retail market.^[1] 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.^[1] Except for its exchange-traded series, iA Clarington products can only be purchased through licensed, third-party financial advisors.^[1]

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.^[2] In December 2003, Clarington Corporation went public.^[2] In 2005, it was acquired by iA Financial Group,^[3] which rebranded the Clarington funds, along with existing Industrial Alliance mandates, under the iA Clarington Investments name.^[4]

List of Portfolio Managers

iA Clarington funds are managed by either in-house portfolio managers or external sub-advisors. The following list^[1] is as at January 31, 2023:

• iA Global Asset Management Inc.^[5]
• Loomis, Sayles & Company, L.P.^{[citation needed]}

• QV Investors Inc.^[6]
• Vancity Investment Management Ltd.^[7]
• Wellington Square^[8]

See also

• List of mutual-fund families in Canada

References

1. "IA Clarington Investments Inc. Simplified Prospectus (via SEDAR)". Retrieved 15 June 2020.
2. "Clarington Corporation Prices Initial Public Offering". Bloomberg. Retrieved 2 December 2003.
3. "Clarington, Industrial Alliance agree to friendly takeover". Investment Executive. 7 November 2005.
4. "IA Clarington aligns fund names and launches new brand image". Investment Executive. 10 July 2020.
5. "iA Global Asset Management Inc". iaclarington.com. Retrieved 31 January 2023.
6. "QV Investors". qvinvestors.com. Retrieved 11 November 2020.
7. "About Us - Vancity Investment Management". vcim.ca. Retrieved 31 January 2023.
8. "About Us - Wellington Square". www.wsqadvisors.com. Retrieved 31 January 2023.

External links

• Official website