EDMONTON, AB, November 17, 2021 / CNW / – ATB Investment Management Inc. (ATBIM) was recognized by the 2021 Refinitiv Lipper Fund Awards by receiving a total of three awards, one in each of the following categories:

ATB Financial Logo (CNW Group / ATB Financial)

“The awards are a testament to the disciplined process and philosophy that have guided ATBIM for nearly two decades.” noted Brett Kimak, President, ATB Investment Management Inc .. “Our team has built world-class portfolios, with our carefully selected sub-advisor partners, designed to withstand inevitable market shocks and deliver long-term value to our investors. “

For more than 30 years and in 17 countries, the Lipper Awards have recognized funds and fund management companies that have excelled in consistently delivering strong, risk-adjusted performance relative to their peers. “Recognizing the long-term performance of funds during a period including a global pandemic is important because it demonstrates the continued quality and resilience of ATBIM’s fund portfolios,” said Ursula holmsten, CEO of ATB Wealth, a division of ATB Financial.

To learn more about the award methodology and see the full list of winners, visit lipperfundawards.com.

About Financière ATB
With $ 55.6 billion in assets, ATB Financial is a Alberta-creation of a financial institution that is a catalyst for economic growth in our province. We started in 1938 to help Albertans through tough economic times. Today, ATB Financial’s 5,000+ team members enjoy delivering exceptional experiences to over 800,000 clients through our many branches and agencies, our 24-hour customer service center out of 24, four entrepreneurial centers and our digital banking options. Everything we do is focused on how we can serve Albertans, from providing expert advice to helping entrepreneurs help Albertans buy homes and grow their wealth.

About ATB Investment Management Inc.
ATB Investment Management Inc. manages the Compass Portfolios and ATBIS Pools, and is the asset management division of ATB Financial. ATB Investment Management Inc., ATB Securities Inc. (Member, Investment Industry Regulatory Organization of Canada; Member, Canadian Investor Protection Fund) and ATB Insurance Advisors Inc. are wholly owned subsidiaries of ATB Financial and operate under the trade name ATB Wealth. ATB Financial is a registered trademark.

About Refinitiv Lipper
With 48 years of independent content experience, Refinitiv Lipper was the first to develop fund classifications that place funds in their respective peer group. Refinitiv Lipper data covers more than 345,000 share classes in more than 80 countries. Lipper Leader ratings are available for registered mutual funds for sale in 47 markets. Refinitiv Lipper provides independent information on global group investing, including mutual funds, retirement funds, hedge funds, and fund fees and expenses. Refinitiv Lipper delivers premium data, fund ratings, analytical tools and global commentary through specialty product offerings. Trusted by investment professionals for over 40 years, Refinitiv Lipper provides unparalleled expertise and insight into the fund industry.

Warning
The Refinitiv Lipper Fund Awards, presented annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader value for constant return (effective return) in each eligible classification wins the Refinitiv Lipper Fund Award. For more information see lipperfundawards.com Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained in this document, the accuracy is not guaranteed by Refinitiv Lipper.

Disclosure
The Refinitiv Lipper Fund Awards, presented annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader value for constant return (effective return) in each eligible classification wins the Refinitiv Lipper Fund Award. For more information, see lipperfundawards.com. Although Refinitiv Lipper will make reasonable efforts to ensure the accuracy and reliability of the data contained in this document, the accuracy is not guaranteed by Refinitiv Lipper.

The Compass Conservative Balanced Fund won two Refinitiv Lipper Awards in 2021 in the Canadian Fixed Income Balanced category. The top 20% of funds in each category are named Lipper Leaders for Consistent Return and are given a score of 5, the next 20% are given a score of 4, the middle 20% are rated 3, the next 20% are rated 2 and the lowest 20% are rated 1. The best Lipper Leader for consistent performance in each category wins the Lipper Fund Award. Lipper Leader ratings change monthly. For more information see lipperleaders.com.

Compass Conservative Balanced Series F1 received the 2021 Lipper Award in the Canadian Fixed Income Balanced category for the three and five year period ending July 31, 2021 out of a total of 74 and 69 funds respectively. Fund performance for the period ended July 31, 2021 is as follows: 13.51% (1 year), 8.74% (3 years), 7.46% (5 years) and 8.10% (since inception on October 31, 2011). The corresponding Lipper Leader ratings of the fund are as follows: N / A (1 year), 5 (3 years), 5 (5 years), N / A (10 years).

Compass Conservative Balanced Series A received the 2021 Lipper Award in the Canadian Fixed Income Balanced category for the ten-year period ending July 31, 2021 out of a total of 55 funds. Performance for the period ended July 31, 2021 is as follows: 12.46% (1 year), 7.73% (3 years), 6.46% (5 years), 6.75% (10 years) and 6.24% (since inception on December 11, 2002). The corresponding Lipper Leader ratings of the fund are as follows: N / A (1 year), 5 (3 years), 5 (5 years), 5 (10 years).

ATB Wealth consists of a range of financial services provided by ATB Financial and certain of its subsidiaries. ATB Investment Management Inc., ATB Securities Inc. and ATB Insurance Advisors Inc. are individual licensed users of the registered business name ATB Wealth. ATB Securities Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Authority of Canada.

Commissions, trailing commissions, management fees and expenses can all be associated with investing in mutual funds. Please read the prospectus before investing. The rates of return shown are historical annual compound total returns, including unit value changes and the reinvestment of all distributions and do not take into account any sales, redemptions, distributions or optional charges or income taxes. payable by any holder of securities which would have reduced returns. Mutual funds are not guaranteed, their values ​​change frequently and past performance may not be repeated.

For more information or interview requests, please contact:
ATB Financial,
Media relations
[email protected]

SOURCE ATB Financial

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