Studies have shown that strategic asset allocation—the act of diversifying your investments across asset classes—may be the most important factor in portfolio performance. Managed portfolio solutions offer comprehensive asset allocation in a single investment, which may be why institutional investors have long used them for managing, preserving and growing their wealth.
CI Managed Portfolio Solutions are designed by an experienced team of asset allocation experts and are built to align with your unique objectives and preferences. They also offer:
Multi-layered diversification that we believe can provide all-weather performance
Strategic asset allocation to create the appropriate mix of assets for the long term
Tactical active management to help avoid risks or capture opportunities in the short term
Risk management oversight to help reduce downside risk and keep you on track toward your long-term goals
All CI Managed Portfolio Solutions programs are eligible for registered plan types, TFSA, and as non-registered investments. Initial minimum investment is $500.
CI PORTFOLIO SERIES |
CI PORTFOLIO SELECT SERIES |
CI MOSAIC ETF PORTFOLIOS |
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A family of seven strategic multi-asset class portfolios that fit a wide range of distinct investor profiles, from income to maximum growth |
A family of nine multi-manager, multi-asset class portfolios with the flexibility to be tailored to an investor’s individual objectives |
A family of eight portfolios that offer the cost effectiveness and diversity of ETFs within a mutual fund structure |
Structure: Fund-of-funds |
Structure: Fund-of-funds |
Structure: Mutual fund of underlying ETFs |
Underlying Investments: Mutual funds, ETFs and liquid alternatives |
Underlying Investments: Institutional investment pools designed for concentrated security selection |
Underlying Investments: Active, smart beta and passive ETFs |
Key Benefits: Sophisticated, full market cycle tested managers in a single portfolio aligned with your goals. |
Key Benefits: Four investment pools exclusively available through the program with portfolio managers dedicated to specific mandates based on their areas of strength: income, Canadian equity, U.S. equity or international equity. Corporate class investments pool income and expenses, as well as gains and losses to offset and help minimize taxable distributions, which can be favourable for non-registered investors across all tax brackets. |
Key Benefits: ETFs offer a broad investment universe with a range of strategies, as well as top-down control, trading flexibility and cost efficiency. |
We use a disciplined process with sophisticated risk management. Portfolio holdings are continually monitored and tactically reset to align with evolving opportunities, while remaining consistent with strategic risk and return objectives. This active asset allocation and management approach can help protect and grow portfolios, while keeping you on track toward your distinct goals.
Thought leaders and portfolio managers from across CI Global Asset Management offer insights into the trends, events, policies and politics that are creating investment risks—and opportunities—around the world.