iAtoday

We continually strive to offer intuitive, easy-to-manage solutions that drive high value for our clients and best meet their diverse needs.

That’s why our investment fund lineup constantly evolves through a process of continuous improvement aimed at maintaining the best possible balance between return potential and flexibility. In keeping with this aim, we added three new funds to our lineup in October.

Global Sustainable Equity (Mirova) – 367

This global strategy is fundamental, active, bottom-up and conviction-based, focusing on the key transition themes facing the global economy: demographic, environmental, technological and governance changes. This process relies heavily on collaborative internal research, which seamlessly integrates ESG and financial criteria.

Global Sustainable Growth (Schroders) – 366

A high-conviction global equity fund that focuses on the quality and sustainability of the securities in which it invests. Security selection is based on a bottom-up fundamental approach and incorporates sustainability factors affecting stakeholders for all securities evaluated. The fund focuses on long-term value creation and commitment within its portfolio.

Fidelity Climate Leadership Balanced™ – 946

A turnkey sustainable fund that combines equity and fixed-income strategies to generate solid risk-adjusted returns. The fund is aimed at people who want their investments to make a positive contribution in the face of the challenges raised by climate change. Fidelity’s strategy also takes advantage of opportunities created by the trend towards decarbonization and sustainability issues, while benefiting from Fidelity’s proven approach.