ATB Investment Management Introduces New Spire Portfolios

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ATB Investment Management Introduces New Spire Portfolios

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ATB Spire Conservative Balanced, Balanced, and Growth Portfolios Launched, Aiming to Simplify Investing and Meet Diverse Investor Goals

EDMONTON, AB, Oct. 29, 2026 /CNW/ -- ATB Investment Management Inc. ("ATBIM"), the asset management arm of ATB Financial, is pleased to announce the launch of the ATB Spire Portfolios. These modern, Exchange-Traded Fund (ETF)-based mutual funds seek to give investors a blend of foundational index exposure complemented by thematic and alternative investments. The ATB Spire Portfolios suite is engineered to meet the expectations of growth-oriented clients and help them navigate complex markets with confidence. These funds, created in direct response to market demand, are designed to provide enhanced investment opportunities and complement ATBIM's existing offerings, including ATB Compass Portfolios, ATB Monthly Income Portfolio, and ATBIS Pools.

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The newly launched suite features three distinct funds aiming to accommodate a wide spectrum of investor profiles. The investment objectives of the funds are as follows:

ATB Spire Conservative Balanced Portfolio: To provide investors with long-term capital appreciation and income while reducing short- term volatility by investing primarily in exchange traded funds to gain exposure to a balanced portfolio of fixed income and equity securities, as well as other asset classes, with a bias toward fixed income securities. The Fund may also invest in other mutual funds or invest directly in equity and fixed income securities and other asset classes.

ATB Spire Balanced Portfolio: To provide investors with long-term capital appreciation and income while reducing short- term volatility by investing primarily in exchange traded funds to gain exposure to a balanced portfolio of equity and fixed income securities, as well as other asset classes. The Fund may also invest in other mutual funds or invest directly in equity and fixed income securities and other asset classes.

ATB Spire Growth Portfolio: To provide investors with long-term capital appreciation and income while reducing short-term volatility by investing primarily in exchange traded funds to gain exposure to a balanced portfolio of equity and fixed income securities, as well as other asset classes, with a bias toward equity securities. The Fund may also invest in other mutual funds or invest directly in equity and fixed income securities and other asset classes.

"Today's investors are seeking tailored options that better align with their specific needs and financial goals," said Ian Filderman, President of ATB Investment Management. "With the ATB Spire Portfolios, we've engineered a sophisticated, ETF-based solution designed to help clients rise above market noise and capture higher upside potential, all while maintaining the disciplined risk management they've come to expect from ATB."

The ATB Spire Conservative Balanced Portfolio, ATB Spire Balanced Portfolio, and ATB Spire Growth Portfolio are now available for investment. For detailed fund profiles and to learn more about ATBIM's wealth solutions, please visit our website.

About ATB Investment Management Inc.

ATB Investment Management (ATBIM), the asset management subsidiary of ATB Financial, provides a range of high-quality comprehensive investment management services and solutions. ATBIM's offerings include: a range of mutual funds, including the Compass Portfolios, and tailored discretionary investment management for high-net-worth individuals and institutions. Established over 20 years ago and with over $28.5 billion in assets under management1, ATBIM provides trusted expertise and a commitment to client success.

ATB Investment Management Inc. is registered as a Portfolio Manager across various Canadian securities commissions with the Alberta Securities Commission (ASC) being its principal regulator. ATB Investment Management Inc. is also registered as an Investment Fund Manager who manages the ATB Funds.  ATBIM is a wholly owned subsidiary of ATB Financial and is a licensed user of the registered trademark ATB Wealth.

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.

About ATB Financial

Powering possibilities for our clients, communities, and beyond is what drives us at ATB Financial. As a leading Alberta-based financial institution with over $115 billion in total assets and assets under management, our success comes from more than 5,400 team members who deliver exceptional experiences to over 855,000 clients across our Personal and Business Banking, ATB Wealth Management, and ATB Cormark Capital Markets businesses. ATB Financial provides expert advice and services through our extensive branch network and agencies, our dedicated Client Care Centre and our digital banking options. ATB Financial is bronze certified as part of the Partnership Accreditation in Indigenous Relations commissioned by the Canadian Council for Indigenous Business. More information about ATB can be found at atb.com.

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1 As of June 30, 2026

For more information or interview requests, please contact:

ATB Financial, Media Relations media@atb.com

SOURCE ATB Investment Management Inc.