ATB Investor Services

ATB Investor Services

November 06, 2014 18:41 ET

CORRECTION FROM SOURCE: ATB Investment Management Receives Prestigious Lipper Fund Awards

Award names have been updated

CALGARY, ALBERTA--(Marketwired - Nov. 6, 2014) - For the third straight year, ATB Investment Management Inc. has won the Lipper Fund Award for Best Mixed Asset Fund Group for three-year performance. In addition, the Compass Conservative Balanced fund won the Canadian Fixed Income Balanced award for both 3-year and 10-year periods.

For investment types, that's good news, because stiff competition for the award pitted us against 38 peers in the category. For our clients, it's great news. That's because their decision to trust our sophisticated team by investing in our Compass Portfolios has been confirmed by the Lipper Fund Awards, again. And, now, again.

"The Compass funds continue to be managed on the straightforward principles they were built upon over a decade ago," Dave Mowat, ATB Financial President & CEO, says. "We do not offer hundreds of products. We offer only what we consider to be the best and that means the best for our customers."

"That's a unique strategy," says Mowat. "Our clients deserve the best, and that means strong performance and quality choices and returns, and not trend chasing."

The Lipper Fund Awards spotlight another strong year for the Compass Portfolios.

Here's a little more on the art and artists of Compass:

Assets held by the Compass Portfolio Series are selected and monitored by a team of external sub-advisors, and overseen by Gene Hochachka. Hochachka is the Chief Investment Officer of ATB Investment Management's Compass Portfolio Series. A Chartered Financial Analyst and MSc graduate of the University of British Columbia, Hochachka joined the team in 2004 as a portfolio strategist. Before that, he spent eight years as a quantitative financial analyst with Phillips, Hager & North Investment Management. Today, ATB Investor Services, the wealth management division of ATB Financial, has grown to manage over $12 billion in assets across 240 Alberta communities. Some 68 per cent of those assets are held in one of the six, low-fee Compass Portfolios.

Compass Portfolio Series mutual funds are available through ATB Investor Services in Alberta, and through Qtrade in Alberta, British Columbia, Saskatchewan, Manitoba and Ontario.

For more information, please visit

ATB Investment Management Inc. and ATB Securities Inc. are wholly owned subsidiaries of ATB Financial and are licensed under the trademark for ATB Investor Services.

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