Expert Oversight

Expert Oversight Behind your Compass Portfolio there is en entire team of experts working to make your dream life a reality.

Your portfolio is supported by a layered governance structure that ensures accountability for your portfolio’s performance. At the top, ATB Investment Management’s Portfolio Managers determine the overall portfolio strategies, and monitor the Sub-Advisors’ activity and performance. Portfolio Managers make the tough calls and are ultimately responsible for your portfolio’s performance. They are supported with insight and ideas from ATB Investment Management’s Investment Committee and external consultants.

Accountable to you and ATB Investment Management Inc.

ATB Investment Management Inc. hires external investment firms to provide the specialized knowledge within the asset categories and classes determined by the Portfolio Manager. Investment firms are the Sub-Advisors who buy and sell the actual securities in your portfolio. Investment firms and their managers are accountable to ATB Investment Management Inc. and you.



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