Advisor Hub Contact us FR Price & Performance Products & Services Portfolio Managers Active Insights Applications & Forms About Us Home Portfolio Managers Vancity Investment Management Ltd. Jeffrey Adams Jeffrey Adams Filter by Company IA Clarington Investments Inc. Industrial Alliance Investment Management Inc. Loomis, Sayles & Company, L.P. QV Investors Inc. Vancity Investment Management Ltd. Wellington Square Jeffrey Adams CFA, CIM, RIS Director & Portfolio Manager Vancity Investment Management Ltd. Jeffrey joined Vancity Investment Management in October 2019, bringing over 15 years of experience in financial services. He has overall management responsibilities for the firm and is a member of the Investment Committee. Previously, Jeffrey was a Director and Portfolio Manager at OceanRock Investments. He holds a BA in Economics from the University of Calgary as well as the Chartered Financial Analyst (CFA), Chartered Investment Manager (CIM) and Responsible Investment Specialist (RIS) designations. Inhance Sustainable Investing Investor Brochure "We believe that combining fundamental financial analysis with environmental, social and governance (ESG) screening enables us to identify and mitigate risks that conventional approaches to investing are less likely to discern." Jeffrey's philosophy Our goal is to help Canadians achieve their investment objectives in a way that aligns with their commitment to progressive values. We believe that ESG factors should be an integral part of the security selection process – not an afterthought. Socially Responsible Investing Read transcript Funds Managed IA Clarington Inhance Balanced SRI Portfolio IA Clarington Inhance Canadian Equity SRI Class IA Clarington Inhance Moderate SRI Portfolio IA Clarington Inhance Global Equity SRI Class IA Clarington Inhance Growth SRI Portfolio IA Clarington Inhance Monthly Income SRI Fund IA Clarington Inhance Monthly Income SRI GIF We are iA Clarington And we will be invested in you One of Canada’s leading investment management companies, iA Clarington brings clarity, integrity and commitment to a complicated global investment landscape. A wholly owned subsidiary of Industrial Alliance Financial Group, we offer a wide range of investment products, including actively managed mutual funds, managed portfolio solutions, Active ETF Series and socially responsible investments. Follow us Prospectus/AIF IRC report to security holders Proxy voting Unclaimed property Disclaimers and important information Glossary Contact us Careers Legal / terms of use Privacy Accessibility © 2021 IA Clarington Investments Inc.