Each portfolio is designed to maximize performance for a given level of risk using sophisticated optimization methods.
A balanced asset mix ensures that investors are not dependent on any one asset class or security to provide returns. ivari CI Portfolios are diversified and strategically engineered for efficiency that is, maximizing return for a given level of risk. Each portfolio is constructed to suit client needs for capital preservation, income generation and long-term growth.
The Portfolios invest in a select mix of underlying income, Canadian equity, U.S. equity and international equity funds.