The Portfolio Series Process


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


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.


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


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.