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 Investment Consulting 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.