ATB Investment Management wins two Lipper Awards

November 8, 2018 ATB Financial


ATB is adding a pair of crystal trophies to its collection.

ATB Investment Management (ATBIM), the asset management division for ATB Financial that manages the Compass Portfolio Series, has been awarded two 2018 Thomson Reuters Lipper® Fund awards.

“These recognitions are a testament to the incredible team we’ve built to serve Alberta investors,” said Chris Turchansky, President of ATB Wealth. “We are relentless in our efforts to bring our clients closer to their aspirations and we are honoured to receive these awards.”

The awards were presented at an event in Toronto last night.

The first award came in the Mixed Assets category—one of six Asset Class Group Awards handed out this year. This is the fourth time ATBIM has received this award.

The second recognition was for Compass Conservative Balanced Portfolio Series A, in the Fund Award category of Canadian Fixed Income Balanced over a ten year performance period.

“Our focus has always been on following an investment process that provides sustainable and consistent long-term returns throughout different market cycles. That allows clients to focus on the things that matter most.” said Turchansky. “The group award is recognition that we are on a path to do what we set out to do.”

For more than thirty years, Lipper awards have honoured funds and fund management firms that have excelled in providing consistently strong, risk-adjusted performance relative to their peers.

Learn more about the award methodology and see the complete list of winners at



From Thomson Reuters Lipper Awards, ©2018 Thomson Reuters. All rights reserved. Used by permission and protected by the Copyright Laws of the United States. The printing, copying, redistribution, or retransmission of this Content without express written permission is prohibited.

The Thomson Reuters Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.

The Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Lipper Fund Award. For more information, see Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper.

Compass Conservative Balanced Fund was awarded the 2018 Thomson Reuters Lipper Fund Award in the Canadian Fixed Income Balanced category for the three, five and ten year period ending July 31, 2018 out of a total of 47 funds. The highest 20% of funds in each category are named Lipper Leaders for Consistent Return and receive a score of 5, the next 20% receive a score of 4, the middle 20% are scored 3, the next 20% are scored 2 and the lowest 20% are scored 1. The highest Lipper Leader for Consistent Return in each category wins the Lipper Fund Award. Lipper Leader ratings change monthly. For more information, see Performance for the fund for the period ended July 31, 2018 is [as follows: 5.14% (1 year), 4.18% (3 years), 6.02% (5 years), 6.36% (10 years) and 5.96% (since inception on [December 11, 2002])]. The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 5 (3 years), 5 (5 years), 5 (10 years). Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

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