The Portfolio Series Process

1

 Identify your investment objectives Use the Portfolio Series Investor Profile Questionnaire to help you consider your investment objectives, risk tolerance and investment horizon.

2

 Select Portfolio With the help of your financial advisor, determine which of the seven portfolios is appropriate for you, based on your questionnaire score and discussions.

3

 Implement IPS and
conduct purchase		 Your financial advisor will generate the Investment Policy Statement to reflect your profile.

4

Monitor progress

CI makes monitoring and rebalancing easy:

  • Automatic Rebalancing:
    Portfolios are monitored by CI Investment Consulting and
    rebalanced back to their targeted fund weightings to avoid
    the negative effects of asset mix drift.

  • Detailed Statements:
    Investors receive statements with extensive information about
    their accounts. Investors with more than $25,000 (by book value)
    in any one Portfolio will receive an enhanced Portfolio Series
    Statement offering personalized investment performance.

  • Portfolio Review:
    An analysis of the holdings and performance of each Portfolio
    Series fund, published quarterly.