ABOUT INVESTMENT PORTFOLIO CONSULTING

The CI Investment Portfolio Consulting Team (CIPC) is a skilled group of investment professionals dedicated to providing the information, analysis, insight and ideas advisors can use to improve portfolio performance potential.

OPTIMIZE YOUR PORTFOLIOS

Leverage the scale of CI Global Asset Management’s extensive research platform to provide tailored, data-driven decision-making for your clients’ portfolios.

Asset allocation guidance

Design the optimal allocation to meet your clients’ risk, performance and values-based requirements.

Sector exposure

Uncover where your industry and geographic exposures truly lie to discover ways to reduce risks and improve diversification.

Factors

Discover how to leverage factors to enhance performance or reduce risks.

Risk analysis

Identify key portfolio risks, measure their potential impact, and receive actionable ideas to help mitigate them.

READ OUR POSITIONING PIECE
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INVESTMENT PORTFOLIO CONSULTANT TEAM INSIGHTS

Industry-leading insights to help you and your team build better portfolios.

 

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OUR TEAM OF EXPERTS

We leverage research and market insights from the CI GAM Multi-Asset team, who bring extensive expertise in strategic and tactical asset allocation, strategy selection and portfolio construction through institutional-grade, open-architecture fund-of-strategy portfolios (including funds, ETFs and derivatives).

 

To learn more about customized investment solutions and how CIPC can help you enhance your portfolios and elevate your practice, contact your CI GAM representative.