Investors Group announces innovative approach to portfolio diversification with launch of Investors Risk Parity Private Pool
Winnipeg, MB – January 25, 2016: As part of its on-going commitment to expand high net worth investment solutions, Investors Group is pleased to announce its first private pool available only to accredited investors (asset and income thresholds required to qualify as an accredited investor are contained in the offering memorandum). The Investors Risk Parity Private Pool is available today, January 25, 2016.
While traditional asset allocation focuses on the allocation of capital, which results in a balanced portfolio’s risk being driven by equities, risk parity utilizes a unique approach to diversification focussing on the allocation of risk. This approach aims to generate attractive risk-adjusted returns over time while diversifying risk across and within a broad array of asset classes. This will appeal to affluent investors who are looking for non-traditional options for greater portfolio diversification. The private pool will be sub-advised by PanAgora Asset Management, a global leader in risk parity investment management.
“This product addresses the demand for new and innovative investment options to complement and enhance investors’ financial plans,” said Todd Asman, Executive Vice President of Products and Financial Planning. “Investors will benefit from the ability to diversify using strategies not available to mutual funds offered by prospectus.”
Important information about Investors Risk Parity Private Pool is described in an offering memorandum and is available through an Investors Group Consultant.
This is not a solicitation to purchase securities of the Investors Risk Parity Private Pool (the “Pool”) and is not an offering memorandum. Investments in securities of the Pool may only be made pursuant to the offering memorandum and subscription agreement of the Pool, of which this material is not a part. No securities regulatory authority has in any way passed on the merits of the securities of the Pool. Investments in securities of the Pool may only be made by investors who are “accredited investors” within the meaning of National Instrument 45-106 Prospectus Exemptions (“NI 45-106”) or the Securities Act (Ontario), as applicable, pursuant to the minimum amount investment exemption under NI 45-106, or pursuant to other available exemptions from the prospectus requirements of applicable securities legislation. Commissions, trailing commissions, management fees and expenses all may be associated with this investment. Please read the offering memorandum of the Pool before investing. The value of the Investors Risk Parity Pool is not guaranteed, its value may change frequently and past performance may not be repeated. The Pool is 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).
Investors Group, founded in 1926, is a national leader in delivering personalized financial solutions to Canadians through a network of approximately 5,300 Consultants located throughout Canada. In addition to an exclusive family of mutual funds and other investment vehicles, Investors Group offers a wide range of insurance, securities, mortgage and other financial services. Investors Group is a member of the IGM Financial Inc. (TSX: IGM) group of companies. IGM Financial is one of Canada’s premier financial services companies with over $133 billion in total assets under management as of December 31, 2015.
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