Compass Conservative Balanced Portfolio(0P000072RZ)

多倫多

從投資組合中新增/移除新增至觀察名單

18.927 -0.010 -0.04%

21/11 - 關閉. CAD 貨幣

種類: 基金

市場: 加拿大

發行者: ATB Investment Management

資產類別: 債券

晨星評級:
總資產: 6.12B

0P000072RZ綜觀

你可在本頁找到深入的Compass Conservative Balanced Portfolio公司檔案，包括0P000072RZ的主要管理層、總資產、投資策略及聯絡資料，以及各類其他資訊。

類別

Canadian Fixed Income Balanced

總資產

6.12B

費用

基金成立

2002年12月11日

聯絡資訊

地址 9888 Jasper Avenue
Edmonton,AB T5J 1P1
Canada

電話 1-855-386-2282

傳真 403 228 5243

網絡 www.compassportfolios.com

主要管理層

名稱	主旨	成立於	直至
Joseph Wong	-	2022	now
自傳	Joseph Wong, CFA Joe serves as the lead portfolio manager for the Compass Portfolios. Joe is an experienced investment professional with over 20 years working in asset allocation, multi-asset portfolio management, risk modelling and investment analysis. His expertise is centred around a deep understanding of the underlying analytics that can drive the risk and return characteristics of bonds and equities. Joe is a CFA charterholder and completed his education in Australia.
Scott Lacombe	-	2022	2024
自傳	Scott serves as the supporting portfolio manager for the Compass Portfolios. Scott is an experienced investment professional with over 10 years of experience focused on asset allocation and multi-asset portfolio management. He holds a bachelor of commerce from the University of Alberta, and is a CFA charterholder.
Elizabeth Lunney	Portfolio Manager	2020	2022
自傳	Liz leads portfolio management for ATB Investment Management Inc. including the oversight of the Compass Portfolios, ATBIS Pools as well as Private Investment Counsel. Her portfolio management career began in 1987 as a Portfolio Manager at Alberta Teachers Retirement Fund, and later took on the role of President at Fiduciary Trust, a subsidiary of Franklin Templeton. Liz joined ATB Wealth in 2019. Liz is a CFA charterholder and a University of Alberta graduate with a Bachelor of Commerce degree.
Gene Hochachka	CIO (Chief Investment Officer)	2004	2020
自傳	Gene Hochachka is Chief Investment Officer of ATB Investor Services and for ATB Investment Management’s Compass Portfolio Series of mutual funds. A Chartered Financial Analyst (CFA) and MSc graduate of the University of British Columbia, Gene joined ATB Investor Services in 2004 as a Portfolio Strategist. Prior to this time, Gene spent eight years as a quantitative financial analyst with Phillips, Hager & North Investment Management.
Sheldon Dyck	Other Executives	2011	2014
自傳	Sheldon Dyck is the CEO of ATB Investor Services and Chief Investment Officer for ATB Investment Management's award winning Compass Portfolio Series of mutual funds. A Chartered Financial Analyst (CFA), Harvard Business School alumnus, and member of Mensa Canada, Sheldon founded the wealth management arm of ATB Financial in 2002. Since then, ATB Investor Services has grown to manage more than $10 billion in assets in over 240 communities.

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