To bring portfolio managers and plan sponsors closer
Industrial Alliance Insurance and Financial Services has launched a series of videos capsules featuring its portfolio managers, as pertains to the investment services offered to group pension sponsors.
The company claims that the capsules that are available on its website seek to bring portfolio managers and plan sponsors closer and to make its products and services better known.
Lucie Lachance, manager of the actuarial and marketing department for group pensions, said: These capsules allow us to answer clients who’ve expressed the need to have rapid access to sound information about our products and investment strategies. The capsules also enable us to get closer to our clients across the country, since they are a sort of first contact, a preview of services offered to sponsors, almost as if it was a one-on-one meeting.
According to the company, the video capsules currently online in the first, Julie Caron, fund manager and institutional advisor, explains dynamic asset management services, a personalized financial solution designed to respond to the specific needs of small and medium pension funds, similar to solutions offered to big pension plans. In the second capsule, portfolio manager Marc Gagnon explains the management strategy of the Canadian Equity Growth Fund.
Industrial Alliance is planning to post new video capsules regularly in the coming year.