What is The True Role of a Portfolio Manager: Perceptions vs. Reality
People often think that portfolio managers try to find the highest returning investment but the reality of a portfolio manager's role is far more multifaceted and intricate than meets the eye.
August 31, 2023/by Natalie NguyenWhat it looks like when you put people first
People are at the heart of every decision Alitis makes — even the decision to include ‘People’ in our company values was made by putting people first.
August 28, 2023/by Natalie NguyenThe Alitis Story: One to Share
Alitis clients holding a diversified portfolio of Alitis investment pools have simply not experienced the full weight of declines in public fixed income and equity markets.
August 22, 2023/by caordaAlitis’ Values
At Alitis, our values are at the center of all that we do and act as our compass to guide every aspect of our interactions, decisions, and strategies.
August 16, 2023/by caordaAlitis Investment Funds Attain 100% Ownership of Luxury Apartment Building
Alitis proudly announces the acquisition of the remaining ownership stake of The Allure, a brand-new 155-unit luxury apartment building located in the emerging community of Bridgwater Town Centre, in southwest Winnipeg by the Alitis Income and Growth Pool and Alitis Private REIT.
August 9, 2023/by Natalie NguyenFrom Fear to Financial Success: Overcoming Myopic Loss Aversion
Myopic loss aversion refers to the tendency of individuals to prioritize short-term gains or losses over long-term objectives.
July 31, 2023/by Natalie NguyenUnveiling the Results: 2023 Alitis Client Satisfaction Survey
With the goal of continuously improving our services and ensuring exceptional customer experiences, we conducted a Client Satisfaction Survey this past June.
July 28, 2023/by Natalie NguyenTime in the market beats timing the market
The best time to invest is as early as you can, even if it's only a small amount.
July 24, 2023/by Natalie NguyenWhat are Alternative Investments?
Alternative investments, also referred to as non-traditional investments, include all investment types other than stocks, bonds, or cash, and aim to deliver returns that have little to no correlation to these traditional asset classes.
July 17, 2023/by Natalie NguyenOvercoming Adversity: Celebrating Resilience and Raising Cancer Awareness
At Alitis, we believe in celebrating our team’s individual triumphs. We are delighted to share the inspiring journey of Lynn Unwin, our Senior Client Service Administrator, who recently emerged victorious in her battle against breast cancer. Through her determination, strength, and unwavering spirit, she has not only conquered a personal challenge but has also become an advocate for raising awareness about cancer.
July 6, 2023/by Natalie NguyenWhen it comes to family finances, the more your portfolio manager knows, the better
"The client brings their life experience, their challenges and their dreams for the future — the more the portfolio manager knows about their client, the better job we can do.”
June 20, 2023/by Natalie NguyenPicnic in the Park: A Celebration For Our Valued Clients
Alitis hosted a Picnic in the Park to express our gratitude and appreciation for our valued clients.
June 9, 2023/by Natalie Nguyen