ivari CI Portfolios process
- Identify your investment objectives
Use the Investment Questionnaire to help you consider your investment objectives, risk tolerance and investment horizon.
- 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.
- Monitor progress
ivari CI portfolios makes monitoring and rebalancing easy:
- Automatic Rebalancing:
Portfolios are monitored by CI GAM | 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.