EDMONTON, AB, Dec. 20 /CNW/ - ATB Investment Management Inc. (ATBIM)
announced today that effective January 31, 2008 the following amendments will
be made to the asset allocation of the Compass Conservative Portfolio: Cash &
Equivalents 15%-25%, Fixed Income 60%-70% and Alternative/Equity 10%-24%. As
well, the objective of the Portfolio will be amended to: "To provide investors
with income and some long-term capital appreciation while reducing volatility,
by investing in a portfolio of primarily fixed income securities".
About ATB Investor Services
ATB Investor Services is the trade name for the wealth management
business of ATB Financial. The four licensed users of the trade name are ATB
Investment Services Inc. (ATBIS), ATB Investment Management Inc. (ATBIM), ATB
Securities Inc. (ATBS), and ATB Insurance Advisors Inc. which are wholly owned
subsidiaries of ATB Financial. ATBIS is a member of the Mutual Fund Dealers
Association and, as the mutual fund dealer, provides access to a full range of
mutual fund products (including the Compass Portfolio Series) to Albertans.
ATBS, as a member of the Investment Dealers Association, is a full service
investment dealer, providing access to a full range of fixed income, equities
and mutual fund products. ATBIM is the investment management firm and is the
manager, portfolio advisor and trustee of the Compass Portfolio Series. ATBIM
also provides managed discretionary investment services for high net worth
private and institutional clients. The ATB Investor Services team of
professionals is committed to objectivity, and integrity in the delivery of
sound solutions to meet each client's investment objectives.
About ATB Financial
ATB Financial is the largest Alberta-based financial institution in
Canada with assets of $21.4 billion that provides Personal and Business
Financial Services, Investor Services, and Corporate Financial Services.
ATB Financial serves more than 600,000 Albertans in 244 communities through
157 branches and 134 agencies. Services are also available through a Customer
Contact Centre, Automated Banking Machines, Internet and telephone. ATB
Financial was established in 1938 and is a provincial Crown corporation since
1997. For further information about ATB Financial, visit www.atb.com.
For further information:
For further information: Marin Polis, Acting Director - Corporate
Communications, ATB Financial, (780) 408-7307, email@example.com