iA Financial Group Update Join Regional Vice President Mark Dziedzic for a brief update on iA Financial Group's contract additions, EVO Savings & portfolio samples. Global Diversified (Loomis Sayles) Join Gretchen Amidon, Vice-President & Product Manager for the Global Diversified (Loomis Sayles) fund. Gretchen will provide a background on Loomis Sayles, highlight the investment process/philosophy and review top holdings of the fund. Founded in 1926 by two Boston investment managers Loomis Sayles runs investment offices around the world: Boston, Detroit, San Francisco, London and Singapore. Organized around the principle, ‘‘Think broadly, act decisively’’ Loomis Sayles has more than US$286 billion of assets under management. Why consider this fund? · An unconstrained, go-anywhere asset allocation strategy that will invest across multiple asset classes, sectors, regions, countries and currencies in pursuit of a strong total return. · A well-diversified, yet concentrated portfolio based on the best ideas of four experienced portfolio managers, who have more than 110 years of combined investment experience. · Portfolio management team backed by Loomis Sayles’ deep global research capabilities (15 sector and macro teams) and risk management infrastructure: ~100 people involved in the portfolio. |