|
Following our latest strategic review of the ATTITUDE portfolios, a number of enhancements are slated to be introduced in the coming months. These updates will build on the product’s solid foundations, aiming to optimize returns so that group retirement savings plan members can achieve their retirement goals.
|
|
The main changes are as follows:
|
|
—
|
Reducing the number of risk profiles from five to three
|
|
—
|
Redefining the glide path
|
|
—
|
Redefining the asset allocation
|
|
—
|
Reassessing the underlying funds
|
|
|
In essence, these improvements are intended to maintain optimal diversification and better protect plan members in a constantly evolving economic landscape.
|
|
|
|
For more information
|
|
You can read the following documents to learn more about these improvements:
|
|
|
|
|
Impact for plan members
|
|
No action is required from plan members with assets invested in ATTITUDE portfolios. Changes will be made automatically in two phases: at the end of September (phase 1) and at the end of December (phase 2). This two-phase transition will ensure optimal risk management. All profile changes will be made on September 19, 2025.
|
|
We will communicate these changes to plan members by email or regular mail (based on their communication preference) at the end of August. Here is the communication that will be sent to them.
|
|
|
We believe these improvements to the ATTITUDE portfolios will ensure that plan members continue to benefit from one of the best life cycle solutions available in Canada.
|
|
For more information, contact your Client Relationship Manager.
|
|
Group Savings and Retirement
iA Financial Group
|
