First Asset Launches Smart Balanced Portfolio Solution


TORONTO, Feb. 10, 2015 /CNW/ - First Asset Investment Management Inc. is pleased to announce the launch of First Asset Core Balanced ETF (TSX:CBB), a low-cost balanced ETF portfolio solution. Investing in primarily Canadian issuers, First Asset Core Balanced ETF's investment objective is to seek to provide holders of its units with a balance between long term capital appreciation and consistent income while diversifying risk by investing the portfolio to gain exposure to equity and fixed income securities.

"We are focused on delivering smart, low-cost investment solutions to meet the real world needs of Canadians. Our Core Balanced ETF allows advisors to deliver a cost effective, transparent, smart, single ticket investment solution to their clients.  CBB is the third of our Core ETFs, which also include CED, our Canadian Equity Core ETF, and CES, our U.S. Equity Core ETF. Incorporating our factor based equity methodologies, our Core ETFs can act as the cornerstone of any portfolio."  Barry Gordon, President and CEO, First Asset Investment Management Inc.

Investment Strategy
The First Asset Core Balanced ETF will use a multi-factor portfolio optimization strategy to allocate the ETF's assets to gain exposure to equity securities and fixed income securities of primarily Canadian issuers, in order to create a well-diversified portfolio with strong fundamentals, consistent levels of income and an attractive historical risk-adjusted rate of return.

First Asset ETFs: Smart Solutions for Canadian Investors
First Asset Core Balanced ETF is an expansion of the recently launched suite of Core Equity portfolio solutions.  First Asset Core portfolio solutions leverage the multi-factor methodologies used in the successful First Asset ETF lineup to achieve capital appreciation, risk mitigation and income generation in a single ticket solution.

First Asset Core ETFs

TSX Ticker Symbols

Common Units

Advisor Units

First Asset Core Canadian Equity ETF



First Asset Core U.S. Equity ETF

Hedged Units



Unhedged Units



USD$ Units




NEW:  First Asset Core Balance ETF



First Asset Core Balanced ETF has closed the initial offering of its units, and the common and advisor class units will begin trading on the Toronto Stock Exchange ("TSX") today. 

First Asset - Smart SolutionsTM
First Asset is an independent investment firm, focused on providing smart, low cost solutions that address the real-world investment needs of Canadians - capital appreciation, income generation and risk mitigation. Rooted in strong fundamentals, First Asset's smart solutions strive to deliver better risk-adjusted returns than the broad market while helping investors achieve their personal financial goals.

This communication is intended for informational purposes only. This offering is made only by prospectus.  The prospectus contains important detailed information about the First Asset ETF and its units. A copy of the prospectus may be obtained from your investment advisor, First Asset or at Investors should read the prospectus before making an investment decision. Commissions, trailing fees, management fees and expenses all may be associated with investments in the First Asset ETF. The First Asset ETF is managed by First Asset Investment Management Inc.

SOURCE First Asset

For further information: please contact Investor Relations, First Asset Investment Management Inc. at 416-642-1289 or 18776421289 or visit


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