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Compass Conservative Balanced Portfolio F1 (0P0000YAEO)

토론토

포토폴리오 추가/삭제 포트폴리오에 추가합니다

19.865 +0.010 +0.07%

21/02 - 닫음. CAD 통화

모닝스타 평가:
총 자산: 6.3B

종류: 펀드

시장: 캐나다

발행자: ATB Investment Management

자산등급: 채권

0P0000YAEO 개요

이 페이지에서 Compass Conservative Balanced Portfolio F1에 대한 상세 프로필을_x0008_ 확인해 보세요. 0P0000YAEO의 주요 관리, 총 자산, 투자 전략 및 연락처 정보에 대해 알아보세요.

종류

Canadian Fixed Income Balanced

총 자산

6.3B

비용

개시 날짜

2011년 10월 31일

연락처

주소 9888 Jasper Avenue
Edmonton,AB T5J 1P1
Canada

전화 1-855-386-2282

팩스 403 228 5243

웹 www.compassportfolios.com

최고 경영진

종목명	헤드라인	재직 시작연도	기간
Robert Armstrong	-	2025	now
전기	Robert is responsible for leading and overseeing ATB Investment Management's diverse suite of multi-asset investment solutions. A seasoned investment professional with over 25 years of experience, Robert has a proven track record of success in building and managing multi-billion dollar investment portfolios. Client-focused and results-driven, Robert is passionate about developing customized investment strategies that meet the unique needs of each client. Robert's deep understanding of the global macro environment, combined with sophisticated risk modeling and a commitment to continuous learning, enables him to deliver exceptional investment outcomes. He holds a Master of Business Administration from Laurentian University and a Master of Science in International Securities, Investment and Banking from the University of Reading. He is a CFA Charterholder.
Steven Xu	-	2025	now
전기	Steve is responsible for overseeing investment decisions and delivering strong outcomes for ATBIM's multi-asset investment strategies. He has a proven track record of success in the investment industry, with expertise in managing and scaling multi-billion dollar investment portfolios. Steve specializes in developing customized portfolio solutions tailored to the unique needs of each client. He combines in-depth investment analysis with rigorous risk modeling to achieve superior client outcomes. Steve holds an Honors Bachelor of Administration (HBA) from the Richard Ivey School of Business at Western University. He is a CFA and CAIA Charterholder and has earned additional credentials, including the Financial Risk Manager (FRM), Professional Risk Manager (PRM), and Certificate in Investment Performance Measurement (CIPM) designations."
Joseph Wong	-	2022	2025
전기	Joseph Wong, CFA Joe serves as the lead portfolio manager for the Compass Portfolios. Joe is an experienced investment professional with over 20 years working in asset allocation, multi-asset portfolio management, risk modelling and investment analysis. His expertise is centred around a deep understanding of the underlying analytics that can drive the risk and return characteristics of bonds and equities. Joe is a CFA charterholder and completed his education in Australia.
Scott Lacombe	-	2022	2024
전기	Scott serves as the supporting portfolio manager for the Compass Portfolios. Scott is an experienced investment professional with over 10 years of experience focused on asset allocation and multi-asset portfolio management. He holds a bachelor of commerce from the University of Alberta, and is a CFA charterholder.
Elizabeth Lunney	Portfolio Manager	2020	2022
전기	Liz leads portfolio management for ATB Investment Management Inc. including the oversight of the Compass Portfolios, ATBIS Pools as well as Private Investment Counsel. Her portfolio management career began in 1987 as a Portfolio Manager at Alberta Teachers Retirement Fund, and later took on the role of President at Fiduciary Trust, a subsidiary of Franklin Templeton. Liz joined ATB Wealth in 2019. Liz is a CFA charterholder and a University of Alberta graduate with a Bachelor of Commerce degree.
Gene Hochachka	CIO (Chief Investment Officer)	2004	2020
전기	Gene Hochachka is Chief Investment Officer of ATB Investor Services and for ATB Investment Management’s Compass Portfolio Series of mutual funds. A Chartered Financial Analyst (CFA) and MSc graduate of the University of British Columbia, Gene joined ATB Investor Services in 2004 as a Portfolio Strategist. Prior to this time, Gene spent eight years as a quantitative financial analyst with Phillips, Hager & North Investment Management.
Sheldon Dyck	Other Executives	2011	2014
전기	Sheldon Dyck is the CEO of ATB Investor Services and Chief Investment Officer for ATB Investment Management's award winning Compass Portfolio Series of mutual funds. A Chartered Financial Analyst (CFA), Harvard Business School alumnus, and member of Mensa Canada, Sheldon founded the wealth management arm of ATB Financial in 2002. Since then, ATB Investor Services has grown to manage more than $10 billion in assets in over 240 communities.

의견을 통해 다른 사용자들과 교류하고, 관점을 공유하고, 저자와 서로 간에 의문점을 제시하시기를 바랍니다. 하지만, 저희 모두가 기대하고 소중히 여기는 높은 수준의 담화를 유지하기 위해, 다음과 같은 기준을 기억하시기 바랍니다:

풍성한 대화 나누기.
주제에 집중하기. 토론 주제와 관련된 것만 게시합니다.
존중하기. 부정적인의견도 긍정적이고 세련되게 표현할 수 있습니다.
표준어 사용: 문법에 맞춰 글을 작성합니다.
주의사항: 의견에 포함된 스팸이나 홍보용 메시지 및 링크는 제거될 것입니다.
저자나 다른 사용자에 대한 욕설, 비방, 또는 인신공격은 삼가하시기 바랍니다.
대화를 독점하지 마십시오. 열정과 소신에 감사드립니다. 다만 다른 분들에게도 자신의 생각을 표현할 기회를 드리고자 합니다. 의견은 간결하고 사려 깊게 제시하시고 다른 사람이 불편해 할 수 있음으로 같은 의견을 되풀이하지 마시기 바랍니다. 이야기나 포럼을 독차지하는 사람에 대한 불만이 접수될 경우, 해당 사이트에서 그 사람을 금지할 수 있습니다.
의견은 한글로 작성해주세요.

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동의합니다

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유저님의 부정적인 댓글 내용으로 인해, 유저님은 더이상 댓글을 작성하실 수 없게 되었습니다. 유저님의 계정 상태는 관리자가 검토할 예정입니다.

잠시만 기다리신 후에 다시 의견을 작성해 주십시오.

귀하의 의견에 감사드립니다. 모든 의견은 중재자가 승인할 때까지 보류되는 점에 유의하시기 바랍니다. 그러므로 웹사이트에 표시되기까지 약간의 시간이 걸릴 수 있습니다.

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                                <span class="js-date" comment-date="{dateFormat}" comment-date-formatted="{dateFormatted}" title="{dateTitle}">방금 전</span>
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	<a href="javascript:void(0);" class="bugCloseIcon js-close"></a>
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					<a href="javascript:void(0)" class="reply js-reply-btn" data-real-parent-id="{commentID}" data-to-user-name="{username}" data-to-user-id="">답글</a>
					<div class="inlineblock likeDislikeBox js-like-dislike-box" data-item-id="{commentID}">
	<input class="js-like-checkbox" type="checkbox" name="option" value="Yes" id="like_{commentID}">
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	<span class="numOfLikes js-like-count lighterGrayFont">0</span>
	<input class="js-dislike-checkbox" type="checkbox" name="option" value="No" id="dislike_{commentID}">
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                                <span class="reportCommentIcon middle"></span><span class="inlineblock middle">신고하기</span>
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			<div id="reply">
				
    <div class="commentReply js-comment js-comment-reply" data-comment-id="{commentID}" id="comment-{commentID}" data-user-id="">
		<div class="commentInnerWrapper"><a href="{userLink}" class="js-user-link"><img src="{userImage}" width="33" height="33" alt="{usernameAlt}" class="img" onerror="this.src='https://i-invdn-com.investing.com/defaultUserMaleTmp.png';"></a><div class="commentBody js-content">
            				<span class="commentUsername">
					<a href="{userLink}" class="commentUsername js-user-link js-user-name" onMouseOver="">{username}</a>
				</span>
                        <span class="js-date" comment-date="{dateFormat}" comment-date-formatted="{dateFormatted}" title="{dateTitle}">방금 전</span>
			 <div class="commentAuthor js-comment-by-author"><span class="commentAuthorIcon"></span>저자의 응답</div> 			<div class="commentDropDown js-commentDropDownWrapper " data-user-id="" data-cid="{commentID}">
	<a href="javascript:void(0);" class="threeDotsIconSmall js-thinDropdownArrow"></a>
	<div class="tooltipPopup commentActionsPop noHeader js-commentDropDownOptions displayNone">
		<div class="addRow js-option share">
			<a href="javascript:void(0);" class="js-commentSharePopup" data-cid="{commentID}" data-curl="{commentLink}"><span class="smallShareIcon middle"></span>공유</a>
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					<div class="inlineblock likeDislikeBox js-like-dislike-box" data-item-id="{commentID}">
	<input class="js-like-checkbox" type="checkbox" name="option" value="Yes" id="like_{commentID}">
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	<input class="js-dislike-checkbox" type="checkbox" name="option" value="No" id="dislike_{commentID}">
	<label for="dislike_{commentID}" class="dislike" title="반대"></label>
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이 차트를 삭제하시겠습니까?

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의견 지침

유저님의 부정적인 댓글 내용으로 인해, 유저님은 더이상 댓글을 작성하실 수 없게 되었습니다. 유저님의 계정 상태는 관리자가 검토할 예정입니다.

잠시만 기다리신 후에 다시 의견을 작성해 주십시오.

나는 이 의견이 다음과 같다고 생각합니다:

스팸

공격적임

감사합니다!

귀하의 보고는 검토를 위해 조정자에게 보내졌습니다.

카테고리 더 보기

1일1주1달6달1년5년최대

코스피지수	2,654.58	+0.52	+0.02%
코스피200 선물 (F)	355.85	-2.65	-0.74%
US 500	6,013.6	-104.0	-1.70%
US Tech 100	21,592.7	-475.4	-2.15%
DAX	22,287.56	-27.09	-0.12%
닛케이	38,784.00	+108.50	+0.28%
미국 달러 지수	106.520	+0.250	+0.24%

금	2,953.20	-2.90	-0.10%
은	33.012	-0.474	-1.40%
브렌트유	74.43	-2.05	-2.68%
WTI유	70.22	-2.26	-3.12%
천연가스	4.234	+0.082	+1.93%
구리	4.5600	-0.0520	-1.08%
미국 옥수수	491.25	-6.75	-1.36%

달러/원	1,433.00	+2.30	+0.16%
유로/달러	1.0458	-0.0042	0.00%
브라질 헤알/원	249.97	-0.86	-0.34%
엔/원	9.5981	+0.0372	+0.42%
파운드/달러	1.2630	-0.0038	0.00%
태국 바트/원	42.649	+0.018	+0.05%
달러/엔	149.29	-0.34	-0.23%

애플	245.55	-0.28	-0.11%
알리바바 ADR	143.75	+7.78	+5.72%
테슬라	337.80	-16.60	-4.68%
알코아	34.40	-2.85	-7.65%
뱅크오브아메리카	44.81	-0.49	-1.08%
코카콜라	71.35	+1.31	+1.87%
엑슨모빌	110.69	-1.31	-1.17%

최근 조회한 시세

	종목명	가격	변동	변동 %
	Compass Conservat.	19.865	+0.010	+0.07%