ONE PORTFOLIO. MULTIPLE ADVANTAGES.

Studies have shown that strategic asset allocation—the act of diversifying your investments across asset classes—may be the most important factor in portfolio performance. Managed portfolio solutions offer comprehensive asset allocation in a single investment, which may be why institutional investors have long used them for managing, preserving and growing their wealth.


Sophisticated solutions in simple packages


CI Managed Portfolio Solutions are designed by an experienced team of asset allocation experts and are built to align with your unique objectives and preferences. They also offer:

  • Multi-layered diversification that we believe can provide all-weather performance 

  • Strategic asset allocation to create the appropriate mix of assets for the long term

  • Tactical active management to help avoid risks or capture opportunities in the short term 

  • Risk management oversight to help reduce downside risk and keep you on track toward your long-term goals

SOLUTIONS ALIGNED WITH YOUR GOALS

All CI Managed Portfolio Solutions programs are eligible for registered plan types, TFSA, and as non-registered investments. Initial minimum investment is $500.

CI PORTFOLIO SERIES

CI PORTFOLIO SELECT SERIES

A family of seven strategic multi-asset class portfolios that fit a wide range of distinct investor profiles, from income to maximum growth

A family of nine multi-manager, multi-asset class portfolios with the flexibility to be tailored to an investor’s individual objectives

Structure: Fund-of-funds

Structure: Fund-of-funds

Underlying Investments: Mutual funds, ETFs and liquid alternatives

Underlying Investments: Institutional investment pools designed for concentrated security selection

Key Benefits: Sophisticated, full market cycle tested managers in a single portfolio aligned with your goals.

Key Benefits: Four investment pools exclusively available through the program with portfolio managers dedicated to specific mandates based on their areas of strength: income, Canadian equity, U.S. equity or international equity. Corporate class investments pool income and expenses, as well as gains and losses to offset and help minimize taxable distributions, which can be favourable for non-registered investors across all tax brackets.

CI MOSAIC ETF PORTFOLIOS

CI MOSAIC ESG ETF PORTFOLIOS

A family of five portfolios that offer the cost effectiveness and diversity of ETFs within a mutual fund structure

A family of three portfolios that invest in ETFs incorporating environmental, social and governance (ESG) factors into their investment process

Structure: Mutual fund of underlying ETFs

Structure: Mutual fund of underlying ETFs

Underlying Investments: Active, smart beta and passive ETFs

Underlying Investments: ESG ETFs

Key Benefits: ETFs offer a broad investment universe with a range of strategies, as well as top-down control, trading flexibility and cost efficiency.

 

Mosaic Resource Centre:

Key Benefits: Offers the combined benefits of managed solutions, such as diversification and goal-oriented strategies, and ESG investing, which includes values alignment, sustainability and the potential for stronger risk-adjusted returns.

Alt Text Goes Here

DIVERSIFICATION ON MULTIPLE LEVELS

We believe active management stretches beyond the practice of strategy selection. We strategically build each portfolio to provide holistic asset allocation and broad diversification using a selection of proven portfolio managers across an array of asset class types, styles and market capitalization. In order to provide the potential to perform in multiple environments, we may include:

  • Geographic allocations to provide diversification across different regions
  • Real assets like infrastructure, real estate and commodities that provide the potential to enhance income, improve total return, provide downside strength and lower correlations
  • Liquid alternatives to focus on absolute return and risk reduction through non-correlated portfolios

ACTIVELY MANAGING PORTFOLIOS AND RISK

We use a disciplined process with sophisticated risk management. Portfolio holdings are continually monitored and tactically reset to align with evolving opportunities, while remaining consistent with strategic risk and return objectives. This active asset allocation and management approach can help protect and grow portfolios, while keeping you on track toward your distinct goals.

01

ASSET ALLOCATION

Set long-term strategic asset mix and leverage tactical opportunities to add value during market dislocations.

02

STRATEGY SELECTION

Conduct rigorous due diligence and select appropriate active, passive and smart beta strategies for each asset class, region and investment style.

03

PORTFOLIO CONSTRUCTION

Analyze, test and set strategy weights to ensure desired portfolio exposures are achieved.

04

RISK MANAGEMENT

Manage risk through ongoing stress tests, discretionary currency hedging and a valuations-based framework.

Landscape

CAPABILITIES

CI Global Asset Management’s strength comes from our unique lineup of portfolio managers and the variety of expertise and experience that they provide.

MANAGED PORTFOLIO SOLUTION INSIGHTS

 

Thought leaders and portfolio managers from across CI Global Asset Management offer insights into trends, and policies that are creating investment risks—and opportunities—for Managed Portfolio Solutions.

Articles

Articles

Fund Commentaries

Fund Commentaries

Videos

Videos

Podcasts

Podcasts