Agile Investment Management

What Agile Investment Management does

Agile Investment Management, LLC is a US-based, SEC-registered boutique asset manager founded in 2024 by Daniel S. Janis III (CIO) and Kai Sotorp (CEO), both former senior executives of Manulife Asset Management. The firm specializes in global multi-sector fixed-income investment management for institutional clients and, through a sub-advisory partnership, for Canadian retail investors.

The firm operates a proprietary 6-step investment process that combines top-down macroeconomic analysis and sector positioning with bottom-up security selection, active interest rate and currency management, and continuous risk monitoring. Its only disclosed revenue stream is sub-advisory fees earned from iA Clarington Investments: the IA Clarington Core Plus Bond Fund (short-duration investment grade corporate bonds with up to 25% high yield) and the IA Clarington Agile Global Total Return Income Fund (flexible global fixed-income total return). The investment team comprises eight named professionals, including five portfolio managers and equity partners, with stated combined experience of 100 years and prior senior roles at Manulife, John Hancock, UBS, RBC, Invesco, and other major institutions.

Agile's go-to-market is hybrid: exclusively distributed in Canada through iA Clarington's $20B+ mutual fund platform and direct institutional relationships across the US, Canada, and Asia, supplemented by content marketing via the 'Agile Insights' blog and LinkedIn. The firm is privately held, operator-owned, and operates as an LLC with no disclosed external institutional capital, parent company, or subsidiaries.

Name

Agile Investment Management

Legal name

Agile Investment Management, LLC

Website

https://agileim.com

Company type

Private

Founded year

2024

Operating status

Operating

Headcount range

1–10 employees

Short description

Agile Investment Management is a US-based boutique asset manager that sub-advises global fixed-income mutual funds for iA Clarington and serves institutional clients, using a 6-step top-down/bottom-up investment process.

Ownership category

akta.pro rank

Product category

Boutique Fixed-Income Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910)

SIC

Investment Advice (6282)

akta.pro primary industry

Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)

akta.pro secondary industries

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Emerging Markets Credit (Sovereign/Quasi/Corp) (FSAHAGAH)

Keywords

• Global fixed income
• Sub-advisory services
• Boutique asset management
• Institutional portfolio management
• Active currency management

Headquarters

HQ city

Not specified

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure, Others

Revenue model

1. Sub-Advisory Fees: Generates revenue through sub-advisory agreements with iA Clarington, managing the IA Clarington Core Plus Bond Fund and IA Clarington Agile Global Total Return Income Fund. Fees typically calculated as percentage of assets under management.

Go-to-market motion2 records

Distribution channels2 records

Marketing channels4 records

Core offering

Agile Investment Management is a boutique asset manager that provides global fixed-income portfolio management services to institutional clients and, via its sub-advisory partnership with iA Clarington, to retail investors. The firm runs global government bond, corporate debt, high-yield, and emerging market debt portfolios using a proprietary 6-step process combining macroeconomic views, bottom-up analysis, active FX and duration management, and continuous risk oversight.

Product overview

Agile Investment Management operates as a boutique asset manager specializing in global fixed-income investment management for institutional and retail clients. The firm offers two sub-advised mutual funds through its partnership with iA Clarington: the IA Clarington Core Plus Bond Fund (focused on short-duration investment grade corporate bonds with high yield allocation) and the IA Clarington Agile Global Total Return Income Fund (a flexible global total return strategy). The firm's investment process combines top-down macroeconomic analysis, bottom-up security selection, and active currency and duration management within a risk-conscious framework.

Differentiator

Problem solved

Functional benefit

Products and services

• IA Clarington Core Plus Bond Fund (Sub-Advisory Mandate) A fixed-income mutual fund sub-advised by Agile Investment Management that focuses on income generation and capital preservation through investments primarily in short-duration investment grade corporate bonds, complemented with up to 25% allocation to high-yield securities. Distributed to Canadian retail and institutional investors through the iA Clarington platform.
• IA Clarington Agile Global Total Return Income Fund A flexible global fixed-income strategy sub-advised by Agile Investment Management that employs active top-down, bottom-up, and quantitative analysis to deliver attractive income streams and long-term capital appreciation through enhanced diversification, tactical flexibility, and active currency and duration management. Distributed via the iA Clarington mutual fund platform.
• Direct Institutional Global Fixed-Income Mandates Direct institutional global fixed-income portfolio management mandates for pension funds, insurance companies, asset allocation platforms, and broker/dealers across the US, Canada, and Asia, leveraging co-founders' prior relationships.

Quantifiable outcome

• Global fixed income offers similar average returns to Canadian fixed income but with significantly less risk, resulting in more attractive risk-adjusted return (0.74% versus 0.59% per unit of risk)

Named customers2 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Two partnerships are on record, tiered core.

• iA Clarington Investments Inc.coreStrategic or Co-development Partner · 7 October 2024Expanded partnership with launch of the IA Clarington Agile Global Total Return Income Fund on October 7, 2024. A flexible global fixed-income strategy sub-advised by Dan Janis and his Agile team, aiming to deliver attractive income streams and long-term capital appreciation through active approach combining top-down, bottom-up, and quantitative analysis.
• iA Clarington Investments Inc.coreStrategic or Co-development Partner · 4 September 2024Agile Investment Management was appointed sub-advisor to the IA Clarington Core Plus Bond Fund effective September 4, 2024. Dan Janis, CIO of Agile, serves as lead portfolio manager with Peter Azzinaro, Jonathan Birtwell, and Noelle Corum as named portfolio managers. The partnership gives Agile access to Canadian retail and institutional investors through iA Clarington's $20B+ mutual fund platform.

Scale indicators4 records

Recent moves10 records

Expansion highlights12 records

Broad incumbents

• Manulife Investment Management: Large incumbent asset manager where Agile's founders built their prior $30-40B+ multi-sector FI franchise. Same investment DNA but at much larger scale and broader mandate scope; serves as the natural comparison point for Agile's potential.
• BlackRock Fixed Income: Largest asset manager globally with a broad active and systematic fixed-income platform. Sets the fee and scale benchmark that boutique peers like Agile must differentiate against.
• PIMCO: World's largest active fixed-income manager offering global multi-sector strategies. Agile competes for the same institutional mandates against PIMCO's scale, track record, and global distribution.

Others

• iA Clarington Investments: Canadian mutual fund platform that is Agile's primary distribution partner and existing client. Not a competing manager but a critical ecosystem participant for Agile's revenue and growth.

Direct peers

• Loomis Sayles: Boutique-affiliated multi-sector fixed-income manager offering global bond strategies with active FX and credit risk management, serving institutional and retail sub-advisory clients. Closely aligned to Agile on investment process and channels.
• Western Asset Management: Large global multi-sector fixed-income manager employing a team-based, top-down + bottom-up process with active currency and credit positioning — the same architecture Agile uses. Comparable on product mix and institutional client base.
• DoubleLine Capital: Boutique global multi-sector fixed-income manager founded by a senior ex-TCW PM. Directly comparable to Agile in structure (operator-owned), strategy (multi-sector FI with active currency and credit), and go-to-market (institutional and sub-advisory).
• Payden & Rygel: Employee-owned global fixed-income boutique running multi-sector strategies with active currency hedging and a mix of institutional and sub-advisory mandates. Closely comparable business model and product set.
• Brandywine Global Investment Management: Global fixed-income boutique with a top-down global macro process, active currency management, and sub-advisory mandates. Same product architecture, distribution model, and boutique positioning as Agile.
• TCW Group: Multi-sector fixed-income manager with a long-tenured team, top-down sector calls, and active currency management. Comparable on process, institutional focus, and sub-advisory relationships.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/agile-investment-management-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Agile Investment Management