Process

ivari CI Portfolios process

  1. Identify your investment objectives
    Use the Investment Questionnaire to help you consider your investment objectives, risk tolerance and investment horizon.

  2. Select Portfolio
    With the help of your financial advisor, determine which of the five portfolios is appropriate for you, based on your questionnaire score and discussions.

  3. Monitor progress
    ivari CI portfolios makes monitoring and rebalancing easy:
    • Automatic Rebalancing:
      Portfolios are monitored by CI Multi-Asset Management and rebalanced back to their targeted fund weightings to avoid the negative effects of asset mix drift.

    • Portfolio Review:
      An analysis of the holdings and performance of each fund, published quarterly.