Investors Group launches separately managed accounts and a fee-based brokerage account
Winnipeg, MB – November 14, 2016: Investors Group has launched a new separately managed account program, Azure Managed InvestmentsTM, as well as a Fee-Based Account.
Azure Managed Investments are discretionary managed accounts that allow clients to delegate responsibility for day-to-day investment decisions to a portfolio manager. There are seven different investment mandates available that provide core equity exposure in Canadian, U.S., North American and International equity markets and are managed with supporting expertise from I.G. Investment Management, Ltd., and external investment managers.
Investors Group’s Fee-Based Account is a non-discretionary, fee-based brokerage account offering clients the benefits of a holistic approach to managing their overall portfolio.
“With a growing segment of affluent Canadians, there is an increased demand for various fee-based structures. This growing segment of high net worth investors often has broader product needs than traditional mutual funds.” said Todd Asman, Executive Vice President of Products and Financial Planning. “The introduction of Azure Managed Investments and our Fee-Based Account further diversifies Investors Group’s vast array of investment tools and allows us to accommodate our existing, as well as new, clients better than ever.”
Azure Managed Investments and the Fee-Based Account will be offered through Investors Group’s brokerage services firm, Investors Group Securities Inc.
November 14, 2016
This is not a solicitation to purchase securities of these funds. Commissions, trailing commissions, management fees and expenses all may be associated with mutual funds investments. Please read the prospectus of the mutual funds before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. These funds are distributed across Canada by Investors Group Financial Services Inc., (in Quebec, a financial services firm) and Investors Group Securities Inc. (in Quebec, a firm in financial planning).
IGM Financial Inc. is one of Canada's premier personal financial services companies, and one of the country’s largest managers and distributors of mutual funds and other managed asset products, with over $139 billion in total assets under management. Its activities are carried out principally through Investors Group’s network of Consultants located across Canada, Mackenzie Financial Corporation’s network of third-party financial advisors and Investment Planning Counsel’s network of financial planners dedicated to serving the needs of their clients.
TMTrademarks, including Investors Group, are owned by IGM Financial Inc. and licensed to its subsidiary corporations.