October 25, 2016 4:34 AM ET

Capital Markets

Company Overview of IA Clarington Investments Inc.

Company Overview

IA Clarington Investments Inc. is a privately owned investment manager. The firm manages separate client-focused equity, fixed income, and balanced portfolios. It also launches and manages equity, fixed income, and balanced mutual funds and fund of funds for its clients. The firm invests in the public equity and fixed income markets across the globe. It conducts in house as well as external research to make its investments. IA Clarington Investments Inc. is based in Toronto, Canada. IA Clarington Investments Inc. operates as a subsidiary of Industrial Alliance Insurance and Financial Services Inc.

522 University Avenue

Suite 700

Toronto, ON M5G 1Y7


Founded in 2011





Key Executives for IA Clarington Investments Inc.

Chief Executive Officer, Chairman, and Director
Executive Vice President, Chief Operating Officer, and Chief Compliance Officer
Senior Vice President of Products, Investments, and Business Development
Senior Vice President of Private Wealth Management
Senior Vice President of Investments and Portfolio Manager
Compensation as of Fiscal Year 2016.

IA Clarington Investments Inc. Key Developments

IA Clarington Investments Inc. Adds Guarantee C to its GIF Offering and Four New Funds

IA Clarington Investments Inc. announced that it has expanded its Guaranteed Investment Fund (GIF) offering to include a 75/75 Guarantee C option and an additional four funds to its GIF lineup. These enhancements provide mutual fund performance and the security of principal protection, offering investors the best of both worlds. The following four funds are now available as IA Clarington GIFs: IA Clarington Tactical Bond GIF " new fixed-income option, IA Clarington Inhance Monthly Income SRI GIF " socially responsible investing, IA Clarington Monthly Income Balanced GIF " asset allocation by Clément Gignac, and IA Clarington U.S. Dividend Growth GIF " U.S. equities. IA Clarington GIFs provide the ability to invest in the markets while ensuring investors' capital is protected. GIFs give investors the opportunity to protect both their invested capital and the gains they've earned, and can be used to protect estate value and the value of investments against potential creditors. The principal guarantees provided by IA Clarington GIFs can benefit: Conservative investors with holdings in GICs, but who require a higher return to maintain their standard of living or continue accumulating for retirement. New investors who are saving to meet their financial objectives but are concerned with the inherent risk in equity markets. Experienced investors who have reached their savings goal and want to continue to invest in equity markets with capital protection. Small business owners looking to potentially protect their assets from creditors.

IA Clarington Investments Inc. Introduces Two New Funds to Provide Investors with Diversified Growth and Income Opportunities

IA Clarington Investments Inc. announced the launch of the IA Clarington Growth and Income Fund and the IA Clarington North American Opportunities Class. The funds are managed by Terry Thib, who has been investing in the often overlooked small and mid-cap space for over 10 years. The IA Clarington Growth and Income Fund will provide investors with an opportunity to achieve long-term capital appreciation and a stable income stream. Along with Terry's selection of North American dividend-paying equities, the Fund will offer further diversification and an element of protection against interest rate volatility through investments in senior loans. The income portion of the Fund is managed by IA Clarington's Jeff Sujitno and will initially invest in the IA Clarington Floating Rate Income Fund. Terry's view is that it is important that investors maintain a disciplined and conservative selection process in the small and mid-cap areas of the market. The IA Clarington North American Opportunities Class will focus on small and mid-cap North American equities where there is a larger opportunity set of securities that can offer superior growth at better valuations. It is being offered as a class of IA Clarington's corporate class structure. These new funds are designed to complement investors' traditional dividend income portfolios, offering the potential for return enhancement and diversification.

IA Clarington Investments Inc. Hires Terry Thib as Vice-President and Portfolio Manager

IA Clarington Investments Inc. announced the hiring of Terry Thib as vice-president and portfolio manager. In his most recent role, Thib was a co-manager for a series of small and mid-cap investment mandates and part of an income and growth team at a boutique Canadian investment firm. Prior to this, he worked in equity research on the sell side.

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