Product Highlights

Rebalancing keeps portfolio on track

  • CI Investment Consulting combines its portfolio construction expertise with comprehensive research and recommendations from State Street Global Advisors, a world leader in asset allocation.

  • Each portfolio is carefully crafted to match a distinct investor profile.

  • The portfolios are fully diversified by asset class, geographic region, economic sector, investment style and investment manager.

  • Portfolio managers with proven expertise – collectively, the managers have won 31 Morningstar Awards over the past 10 years.

  • Rebalancing keeps portfolio on track.