Key Takeaways
- • iA Clarington Investments has established a partnership with Agile Investment Management LLC, a Florida-based fixed-income specialist firm founded by Dan Janis and Kai Sotorp in 2024.
- • Agile Investment Management now serves as sub-adviser to iA Clarington's Core Plus Bond Fund, expanding the relationship to include the newly launched iA Clarington Agile Global Total Return Income Fund.
- • Dan Janis, a renowned global fixed-income expert, leads Agile Investment Management as CIO and co-founder, with the firm operating as an operator-owned partnership model.
- • The partnership leverages Agile's specialized expertise in global fixed-income investment strategies across multiple iA Clarington fund products, representing a strategic expansion of iA Clarington's sub-advisory capabilities.
Summary
iA Clarington Investments Inc. has announced a partnership with Agile Investment Management LLC, a newly established fixed-income investment firm founded by industry veteran Dan Janis and co-founder Kai Sotorp in 2024. The Florida-based firm specializes in global fixed-income strategies and operates under an operator-owned partnership model.
Under this partnership arrangement, Agile Investment Management has assumed the sub-advisory role for iA Clarington's Core Plus Bond Fund, marking the initial phase of the collaboration. The partnership has since expanded to include the launch of the iA Clarington Agile Global Total Return Income Fund, which is also sub-advised by Janis and the Agile Investment Management team.
Dan Janis serves as Chief Investment Officer and co-founder of Agile Investment Management. His appointment underscores iA Clarington's strategy to strengthen its fixed-income capabilities by partnering with specialized external investment managers. The relationship provides iA Clarington investors access to Janis's expertise in global fixed-income markets across multiple fund vehicles within the iA Clarington fund family.
The partnership represents a continuation of iA Clarington's sub-advisory model, through which the firm leverages external investment expertise to enhance its product offerings. By aligning with Agile Investment Management, iA Clarington expands its distribution channels for fixed-income strategies while providing Agile with institutional platform access to iA Clarington's investor base.
Under this partnership arrangement, Agile Investment Management has assumed the sub-advisory role for iA Clarington's Core Plus Bond Fund, marking the initial phase of the collaboration. The partnership has since expanded to include the launch of the iA Clarington Agile Global Total Return Income Fund, which is also sub-advised by Janis and the Agile Investment Management team.
Dan Janis serves as Chief Investment Officer and co-founder of Agile Investment Management. His appointment underscores iA Clarington's strategy to strengthen its fixed-income capabilities by partnering with specialized external investment managers. The relationship provides iA Clarington investors access to Janis's expertise in global fixed-income markets across multiple fund vehicles within the iA Clarington fund family.
The partnership represents a continuation of iA Clarington's sub-advisory model, through which the firm leverages external investment expertise to enhance its product offerings. By aligning with Agile Investment Management, iA Clarington expands its distribution channels for fixed-income strategies while providing Agile with institutional platform access to iA Clarington's investor base.
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