These portfolios ensure that your investments are professionally diversified and managed to maintain a specific risk profile.
Quotential from Franklin Templeton is a strong portfolio solution brand in Canada. These portfolios feature diversification by asset class, market cap, geographic region and investment style. The underlying funds in Quotential portfolios are well-known performers, making this solution a first choice for many investors.
ivari CI Portfolios are part of a robust investment program that provides you with a well-diversified portfolio suited to your individual objectives – all with the convenience of one fund to purchase and track.
There are five ivari CI Portfolios to meet the full range of investor profiles. In working with your advisor, you can determine your risk tolerance and investment objectives and identify the portfolio that is best for you.
ivari CI Portfolios match their investor profiles by investing in a blend of underlying equity and fixed-income funds. The portfolios are fully diversified by asset class, geographic region, economic sector, investment style and investment manager.
These portfolios are carefully constructed by CI Investment Consulting using comprehensive research and recommendations from State Street Global Advisors – a world leader in investment research. Each portfolio is designed to provide the maximum return possible for a given level of risk. CI Investment Consulting monitors the portfolios and rebalances the holdings as necessary to ensure they remain true to their mandates. The underlying funds are actively managed by an award-winning lineup of leading portfolio management teams.
ivari CI Portfolios are available as Guaranteed Investment Portfolios within select ivari segregated funds contracts.