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Managed Solutions

 

 

Asset Allocation

 
 
 
  Strategic asset allocation is a long-term investment strategy that determines the best asset mix for an investor with the goal of earning the greatest possible rate of return for the investor’s risk tolerance.

Portfolio Series and Portfolio Select Series are comprehensive investment programs based on the principles of strategic asset allocation. Whether you are saving for retirement, seeking a regular income, or have some other goal, CI’s asset allocation programs can meet your investment needs.

These programs are monitored and maintained by CI Multi-Asset Management, a team of investment analysts and asset allocation experts who monitor the portfolio managers and the portfolios to ensure they are adhering to their mandates and performing within expectations.

Portfolio Series Portfolio Series is a family of seven strategic asset allocation funds that provide diversified portfolios meeting a range of distinct investor profiles, from income to maximum growth. The portfolios achieve their objectives by investing in a blend of equity and fixed income strategies, providing diversification by asset class, region and economic sectors. See why Portfolio Series is sophisticated, yet simple..  
   
Portfolio Select Series Portfolio Select Series provides a choice of nine model portfolios built through strategic asset allocation, along with unprecedented flexibility to customize the chosen portfolio. The result is a portfolio that is fully tailored to your individual objectives. Portfolio Select Series also uses the CI Corporate Class platform, allowing for true tax efficiency.
   
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CI Multi-Asset Management

 
 
 
 
CI Multi-Asset Management is responsible for the construction and management of CI Investments' managed solutions programs. Based in Toronto, the team oversees more than $40 billion of assets invested in customized managed portfolio solutions for individuals, families and businesses and is led by portfolio manager Alfred Lam.
 
 
The CI Multi-Asset Management team
 
Alfred Lam Alfred Lam, CFA, Senior Vice-President and Chief Investment Officer, leads the CI Multi-Asset Management team. Mr. Lam has over 16 years of experience specializing in portfolio design, asset allocation, manager and fund selection, and risk management. While at CI, Mr. Lam has brought unique ideas and processes to the management of the team's multi- asset strategies, including a mean-reversion currency management strategy, the concept of investing in concentrated and benchmark- agnostic portfolios, and a new approach to risk management. In addition to the CFA designation, Mr. Lam holds an MBA from the York University Schulich School of Business, and is a member of the CFA Institute and the Toronto CFA Society.
 
 
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