January 31, 2015 2:36 PM 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

Canada

Phone:

418-684-5565

Fax:

416-860-9884

Key Executives for IA Clarington Investments Inc.

Chief Executive Officer
President and Director
Executive Vice President
Senior Vice President of Products
Senior Vice President of Private Wealth Management
Compensation as of Fiscal Year 2014.

IA Clarington Investments Inc. Key Developments

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.

IA Clarington Launches New Global Growth & Income Fund

IA Clarington Investments Inc. launched the IA Clarington Global Growth & Income Fund. Managed by Radin Capital Partners Inc. of Toronto, led by Brad Radin, Chief Investment Officer and award-winning portfolio manager, along with co-manager Joe Fei, the Fund seeks to provide investors with long-term capital appreciation and a monthly income stream by investing in equity securities and in a combination of income mutual funds. Radin Capital Partners will manage the equity component of the Fund and make the overall asset allocation decisions. The equity portion aims to invest in stable, established and undervalued global companies for growth opportunities. Rather than traditional bonds, the income element of the Fund will invest in either IA Clarington Floating Rate Income Fund or IA Clarington Core Plus Bond Fund, depending on Radin's view of the markets. The ability to switch between the mandates is particularly relevant in the current interest rate environment.

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