Sept. 11, 2023
The Investment Manager Research (IMR) team oversees the investment managers of Canada Life’s mutual and segregated funds. They monitor, evaluate and rate the funds and their investment managers. This helps to ensure the investment managers and funds on our platform are relevant and competitive, so you can feel confident you’re providing the right investment solutions to your clients.
Brandywine Global has added additional strength and resources to its portfolio management team via several promotions and transitions.
Promotions
Fund name |
Name
|
Old role
|
New role |
---|---|---|---|
Global Multi-sector and Emerging Market |
Michael Arno, CFA |
Associate Portfolio Manager and Senior Research Analyst |
Portfolio Manager and Senior Research Analyst |
Global Multi-sector |
Renato Latini, CFA |
Associate Portfolio Manager and Senior Research Analyst |
Portfolio Manager and Senior Research Analyst |
Emerging Market and Sovereign-only |
Carol Lye |
Associate Portfolio Manager and Senior Research Analyst |
Portfolio Manager and Senior Research Analyst |
U.S. Fixed Income |
Kevin O'Neil |
Senior Research Analyst |
Associate Portfolio Manager and Senior Research Analyst |
Global Multi-sector |
Andrew Bogle |
Senior Research Analyst |
Associate Portfolio Manager and Senior Research Analyst |
Brandywine Global’s Director of Global Macro Research, Francis Scotland will be stepping down from his role, effective June 2024. Scotland joined Brandywine Global in 2006 and drives the global macroeconomic research which supports the Global Fixed Income group's investment process, and provides investment ideas and strategic asset allocation recommendations. Over the coming year, Scotland will continue in his role and provide insights to the team, while Paul Mielczarski, Head of Global Macro Strategy, will take on more of Scotland’s management and client-related responsibilities. Mielczarski is currently responsible for providing proprietary global macroeconomic research to support the Global Fixed Income team’s investment process. Prior to joining Brandywine Global in 2023, he served as Director of Portfolio Strategy for two years at Ontario Teachers’ Pension Plan after working for five years as a portfolio manager.
The views expressed in this update are current as of Aug. 24, 2023 and are subject to change without notice. This update is presented only as a general source of information and is not intended as a solicitation to buy or sell specific investments, nor is it intended to provide tax or legal advice.
These funds are available through a segregated funds policy issued by The Canada Life Assurance Company or as a mutual fund managed by Canada Life Investment Management Ltd. offered exclusively through Quadrus Investment Services Ltd. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated. A description of the key features of the segregated fund policy is contained in the information folder. Any amount allocated to a segregated fund is invested at the risk of the policyowner and may increase or decrease in value.
Canada Life and design, and Canada Life Investment Management and design are trademarks of The Canada Life Assurance Company.