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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 Investment Consulting, 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 mix of other CI mutual funds, 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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Portfolio Series
Portfolio Select Series

CI Private Investment Management

CI Private Investment Management CI Private Investment Management (PIM) program provides access to CI's top portfolio management teams in a competitive fee structure for the high net worth investor. CI PIM offers the most diverse lineup of tax-effective investment options in the Canadian marketplace, providing investors with the potential for superior after-tax returns.
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