Active Insights

Join us on Wednesday, October 6 for a CE-eligible due diligence session with Loomis, Sayles & Company, Wellington Square, QV Investors and Vancity Investment Management. The live session will provide a behind-the-scenes look at each team’s approach to building high-quality portfolios with strong long-term wealth creation potential. Please note this event is for advisors only.

To view the agenda and register, click here.

Portfolio manager Donny Moss provides an update on his funds and explains why high-quality dividend stocks are poised to outperform.

CE credit approval pending.

Portfolio managers Jeff Sujitno and Andrew Khazzam of Wellington Square discuss their market outlook and provide an update on the IA Clarington Floating Rate Income Fund and IA Clarington Core Plus Bond Fund.

CE credit approval pending.

In this pre-recorded webcast, the QV Investors Inc. portfolio management team provides an update on their Canadian small-cap, global and U.S. equity mandates.

In this pre-recorded webcast, portfolio managers Marc Gagnon and Jean-Pierre Chevalier discuss recent enhancements to the fund’s U.S. equity sleeve and provide an update on their market outlook.

Portfolio manager Dan Bastasic discusses his market and economic outlook and provides an update on how he’s positioning the IA Clarington Strategic Funds. CE credit approval pending.

Watch the replay or read the summary of our May 13 due diligence session with sub-advisor Loomis Sayles. The two-hour event provided an in-depth look at the research-driven, alpha-focused approach behind the IA Clarington Loomis suite of funds.

CE credits pending approval.

Summaries:

• Full Event
• Global Equity Panel
• Global Fixed Income Panel
• U.S. All Cap Growth Panel

Learn about Vancity’s integrated, team-based approach to socially responsible investing and hear some examples of how the team actively engages with public companies to help them elevate their commitment to sustainability.