PORTFOLIO SOLUTIONS. NEI Select Portfolios
|
|
- Piers York
- 6 years ago
- Views:
Transcription
1 PORTFOLIO SOLUTIONS NEI Select Portfolios
2 Active managers DELIVERING ACTIVE RESULTS At NEI Investments, we believe that a more active management approach is essential to outperform over the long term. That is why we employ some of the best independent managers in the industry and provide you access to this elite group of high net worth and pension fund experts not typically available in the retail market. Though our managers may vary in specialty, structure and approach, all are selected for their ability to think independently, differentiate themselves from peer groups and indices, and outperform over the long term. Global roster of sub-advisors managing in excess of $3.8 trillion * *Combined Assets Under Management (AUM) are in Canadian Dollars, as of Q
3 TODAY S MARKETS ARE DIFFERENT AND SO IS OUR APPROACH TO INVESTING We define risk as losing money We know that event-driven crises can and will happen and more than just once in a lifetime We understand that in crises, risk assets can perform negatively at the same time and the benefits of diversification can be lost We believe that past performance is not indicative of future returns We know that sometimes a good long-term investment can face short-term challenges We believe the principles of responsible investing can help mitigate risk and add value over the long-term We use an assest allocation model that focuses on LIMITING DOWNSIDE RISK. We account for BLACK SWAN events. We take a nimble FORWARD-LOOKING APPROACH to the asset mix. We commit to ACTIVE RESPONSIBLE MANAGEMENT and rigorous oversight in response to changing market conditions. THE RESULT FLEXIBLE, ALL-IN-ONE SOLUTIONS ALIGNED WITH TODAY S MARKETS, FINANCIAL INSTRUMENTS AND INVESTOR VALUES AND NEEDS.
4 How NEI Select Portfolios MANAGE FOR TODAY AND GROW FOR TOMORROW NEI SELECT PORTFOLIOS INCORPORATE TIME-TESTED STRATEGIC ASSET ALLOCATION WITH REAL-TIME TACTICAL ADJUSTMENTS, DELIVERING THE RIGHT BALANCE OF RISK AND RETURNS TO MEET ANY INVESTORS FINANCIAL GOALS. EACH NEI SELECT PORTFOLIO PROVIDES INSTANT DIVERSIFCATION ACROSS A WIDE NUMBER OF DIMENSIONS: Asset Class Investment Style Market Capitalization Geographic Region NEI SELECT PORTFOLIOS PROVIDE ACCESS TO EXCLUSIVE HANDPICKED, WORLD-CLASS, HIGH-NET-WORTH PENSION MANAGERS THAT ARE EXPERTS IN THEIR RESPECTIVE ASSET CLASS. NEI SELECT PORTFOLIOS LEVERAGE THE PRINCIPLES OF RESPONSIBLE INVESTING AS A VALUE-ADD PERFORMANCE DRIVER AND RISK REDUCTION TOOL. RESPONSIBLE INVESTING UNDERPINNING EXCLUSIVE MANAGERS ACTIVE ASSEST ALLOCATION ENHANCED DIVERSIFICATION
5 Choose the NEI Select Portfolios THAT BEST SUIT YOUR INVESTOR S NEEDS NEI SELECT PORTFOLIOS OFFER HIGH QUALITY FUND OF FUNDS SOLUTIONS IN VARIED RISK PROFILES THAT REGULARLY ADJUST INVESTMENT TACTICS TO MAXIMIZE OPPORTUNITIES AND LOCK-IN GAINS FROM TODAY S FAST CHANGING GLOBAL MARKETS. NEI SELECT PORTFOLIOS TARGET ALLOCATION NEI ETHICAL SELECT PORTFOLIOS TARGET ALLOCATION global maximum growth growth EXPECTED RETURN conservative balanced growth = FIXED INCOME = CANADIAN EQUITY = GLOBAL EQUITY EXPECTED RETURN income conservative balanced = FIXED INCOME = CANADIAN EQUITY = GLOBAL EQUITY RISK RISK
6 EXCLUSIVE MANAGERS ACTIVE STRATEGIES RESPONSIBLE APPROACH With our comprehensive breadth of product solutions, our unique active approach, and our accessible world-class fund managers with flexible mandates, we provide you with product solutions you can t find anywhere else. Talk to your advisor or visit NEIinvestments.com Toronto Vancouver Montréal Yonge Street, Toronto, ON M5C 2W West Georgia Street, Vancouver, BC V6E 4T McGill College Avenue, Montreal, QC H3A 3J6 CZC Printing by Lowe-Martin is offset by Carbonzero. Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments. please read the prospectus before investing.mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Northwest funds, Ethical funds, and NEI Investments are registered marks and trademarks owned by Northwest & Ethical Investments L.P. M REV 07/17
Your Sophisticated, Yet Simple Portfolio CLIENT GUIDE
Your Sophisticated, Yet Simple Portfolio CLIENT GUIDE fieramilano complex, Milano, Italy Sophisticated, Yet Simple Portfolio Series is a family of seven portfolio funds, each carefully crafted to match
More informationPlease note that in the following document any reference to HRS Capital should be treated as a mention of Fiera Capital _E (11/16)
Client Guide Effective November 1, 2016, Fiera Capital assumed responsibility for the funds risk management overlay strategy. CI has appointed Fiera Capital to replace HRS Capital ( HRS ) following a change
More informationBalanced Opportunities. CI Investment Solutions
Balanced Opportunities CI Investment Solutions Portfolio Management Expertise Balanced Opportunities Given the volatility of recent years, many of your clients may be hesitant about investing in equity
More informationMaximize your clients income. CI Income Solutions
Maximize your clients income CI Income Solutions Maximize your clients income with CI Today s investors may be facing low interest rates and a lack of yield but they aren t facing lack of choice to maximize
More informationIt s easy to get started
Client Guide It s easy to get started You and your advisor create an investor profile based on your discussions and responses to the Portfolio Select Series questionnaire. Based on the profile, you and
More informationCI MOSAIC ETF PORTFOLIOS
CI MOSAIC ETF PORTFOLIOS Greater access. Greater potential opportunity Successful investing comes down to many things, including access to a broad range of investment options. Historically, mutual funds
More informationCIBC Smart Investment Solutions Modern portfolios made simple
CIBC Smart Investment Solutions Modern portfolios made simple The market is always changing how do you stay on track? With CIBC Smart Investment Solutions all-in-one portfolios, finding a modern approach
More informationEarly on, your needs were simple. The memory of
Client Guide Early on, your needs were simple. The memory of investing your first hard-earned dollars is etched in your mind. As you established yourself and began to experience success, your needs changed.
More informationGlobal Opportunities. CI Global Solutions
Global Opportunities CI Global Solutions Global Opportunities Where can investors find the best opportunities today? From 2000 to 2010, the Canadian stock market consistently outperformed its global counterparts.
More informationManaged Portfolio Solutions: Finding clarity in a complex investment landscape
Managed Portfolio Solutions: Finding clarity in a complex investment landscape Most people invest to fulfill important goals such as buying a home funding a child s education, starting a business, purchasing
More informationFund Codes - U.S. dollar mandates
Fund codes s - U.S. dollar mandates Money Market Class O Class E Class EF CI Short-Term US$ Corporate Class 19168 17168 - Money Market CI U.S. US$ Pool 19099 17099 15299 * Lawrence Park Strategic Fund
More informationCI PRIVATE POOLS TM SPECIALIZED SOLUTIONS FOR AFFLUENT INVESTORS. A curated collection of exclusive investment solutions for portfolio customization
CI S TM SPECIALIZED SOLUTIONS FOR AFFLUENT INVESTORS A curated collection of exclusive investment solutions for portfolio customization MEETING THE NEEDS OF EVOLVING WEALTH As you achieve greater levels
More informationInvestor Profile Questionnaire
Investor Profile Questionnaire Investor Profile Questionnaire This questionnaire is designed to help you select the portfolio from Portfolio Series that best meets your investment goals. Simply complete
More informationThe Mechanics of Corporate Class
The Mechanics of Corporate Class How Corporate Class works Whether your clients have investments in their corporate accounts, non-registered investments or both, the tax efficiency of their investments
More informationEMPIRE LIFE INVESTMENTS
EMPIRE LIFE INVESTMENTS EMPIRE LIFE INVESTMENTS At Empire Life Investments, we set out to make investing less complicated. Our investment solutions are forward-thinking, yet traditional in their simplicity,
More informationSunWise Essential CI Signature Bundles
SunWise Essential CI Signature Bundles managed by CI Investments Inc. issued by Sun Life Assurance Company of Canada s Here s how they work All equity funds hold a certain amount of cash. With s, we consider
More informationFOR FINANCIAL PLANNER AND ADVISOR USE ONLY
TDAM announces changes to its cash flow series, launches new TD Mutual s series options, and makes changes to certain TD Mutual s Questions & Answers In the coming weeks, TD Asset Management Inc. (TDAM)
More informationViews expressed at the July Face to Face with Fidelity in Boston
Daniel Dupont and Hugo Lavallée s Perspectives on Canadian Equities Dan Dupont manages a number of Fidelity Funds, including Fidelity Concentrated Value Private Pool. The Pool typically has between 20
More informationFidelity Investments Canada ULC
Fidelity American Balanced Currency Neutral Fund T8 0.1333 P1 P3 E1 E2 Fidelity American Balanced Fund T8 0.1439 S8 0.1439 T5 0.0828 S5 0.0827 F5 0.0813 F8 0.1426 P1T5 0.0742 P2T5 0.0741 P3T5 0.0823 E1T5
More informationALTERNATIVE INVESTMENTS
ALTERNATIVE INVESTMENTS FIERA CAPITAL ALTERNATIVE INVESTMENT SOLUTIONS Fiera Capital combines the flexibility and efficiency of an alternative investment strategies manager with the deep resources of a
More informationInnovative Solutions to Navigate the Market
BMO Global Asset Management Innovative Solutions to Navigate the Market BMO ETF Based Mutual Funds ETFs are extremely efficient tools that provide great flexibility to our Asset Allocation Team in quickly
More informationRBC SELECT PORTFOLIOS. Precision-built with investors in mind. 30years. Celebrating
RBC SELECT PORTFOLIOS Precision-built with investors in mind. Celebrating 30years RBC SELECT PORTFOLIOS RBC Select Portfolios Being a successful investor takes knowledge, time and patience. With RBC Select
More informationPERSONAL WEALTH PORTFOLIOS. simplify. your life. With Investment Strategies
PERSONAL WEALTH PORTFOLIOS simplify your life With Investment Strategies The Personal Wealth Portfolios: Meeting Sophisticated Needs in a Single Account As an investor, your financial portfolio is more
More informationSunWise Essential CI Harbour Bundles
SunWise Essential CI Harbour Bundles managed by CI Investments Inc. issued by Sun Life Assurance Company of Canada s Here s how they work All equity funds hold a certain amount of cash. With s, we consider
More informationA Guide to CI Corporate Class
A Guide to CI Corporate Class What is CORPORATE CLASS? For a variety of reasons, Canadian investors save and invest their money in non-registered accounts. This is when Corporate Class funds come into
More informationMeritage Portfolios Transition report March 2018
Meritage Portfolios Transition report March 2018 An institution focused on innovation Our mission Guided by our 100% open architecture structure, we are dedicated to providing diverse investment solutions
More informationAdvisor Guide FOR ADVISOR USE ONLY NOT FOR DISTRIBUTION TO CLIENTS
Advisor Guide FOR ADVISOR USE ONLY NOT FOR DISTRIBUTION TO CLIENTS Managed solutions can provide many benefits to your practice. Their convenience allows you to shift your time from portfolio construction
More informationGROUP SAVINGS AND RETIREMENT. The Individual Pension Plan (IPP) An effective retirement savings solution for professionals and business owners
GROUP SAVINGS AND RETIREMENT The Individual Pension Plan (IPP) An effective retirement savings solution for professionals and business owners What is the IPP? The individual pension plan (IPP) is a defined
More informationFreedom LIVE LIFE YOUR WAY
Freedom LIVE LIFE YOUR WAY THE FREEDOM TO DO WHAT YOU WANT When time is your own, life is rich with possibilities and full of freedom to live life your way Having someone you trust to professionally manage
More informationThis Fund Facts booklet is part of the Versatile Portfolios Navigator Information Folder. fund facts
This Fund Facts booklet is part of the Information Folder. fund facts VerSATILe Portfolios NAVIgATor segregated funds This Fund Facts booklet provides brief and plain disclosure of all material facts
More informationEMBLEM PORTFOLIOS. 5 reasons to recommend Empire Life Emblem Portfolios FOR DEALER USE ONLY
EMBLEM PORTFOLIOS 5 reasons to recommend Empire Life Emblem Portfolios FOR DEALER USE ONLY DIVERSIFICATION WITHOUT COMPLICATION Your clients are looking for diversification, not complication. They want
More informationGOALS-BASED SHORT TERM PORTFOLIO Investment Policy Statement
GOALS-BASED SHORT TERM PORTFOLIO Investment Policy Statement The purpose of this document The purpose of this investment policy statement is to provide a framework for your investment plan. Through it
More informationUtilizing ETFs To Build Your Business
Utilizing ETFs To Build Your Business Capitalizing on the Popularity and Efficiencies of ETFs Chris McHaney, CFA Vice President & Portfolio Manager BMO ETFs & Global Structured Investments BMO Asset Management
More informationSimplicity Portfolios
Simplicity Portfolios Out of clutter find simplicity. Albert Einstein Simplicity s approach It s a big world out there. And when it comes to investments, it seems to be growing bigger and more complex
More informationSimplify, preserve and enhance.
Simplify, preserve and enhance. Your wealth is the cumulative result of your hard work, discipline, and astute management. Yet the opportunities it affords may also come with unique responsibilities,
More informationVersatilePortfolios. Education Savings Plan Fund Facts
VersatilePortfolios S A F E, S M A R T & S I M P L E VersatilePortfolios S A F E, S M A R T & S I M P L E Education Savings Plan Fund Facts This booklet forms part of the Information Folder. This booklet
More informationFinancials Sector 2019 Outlook
Financials Sector By John Hadwen, CFA Vice-President, Portfolio Management and Portfolio Manager January 23, 2019 With the global financials sector struggling over the last 12 months, what s in store for
More informationIndependent. Diligent. Proactive.
Independent. Diligent. Proactive. About National Bank Investments Our mission Guided by our 100% open architecture structure, we are dedicated to providing diverse investment solutions to meet your evolving
More informationEarly on, your needs were simple. The memory of
Client Guide Early on, your needs were simple. The memory of investing your first hard-earned dollars is etched in your mind. As you established yourself and began to experience success, your needs changed.
More informationBuilding Better Portfolios Principles of Successful Investing
Building Better Portfolios Principles of Successful Investing The benefits of diversification MANAGE RISK AND SMOOTH OUT POTENTIAL RETURNS MARKETS WILL ALWAYS GO UP AND DOWN, BUT NO ONE LIKES TO SEE THEIR
More informationFidelity Investments Canada ULC
Fidelity American Balanced Currency Neutral Fund T8 0.1333 P1 P3 E2 Fidelity American Balanced Fund T8 0.1439 S8 0.1439 T5 0.0919 S5 0.0925 F5 0.0949 F8 0.1426 P1T5 0.0867 P2T5 0.0869 P3T5 0.0894 E1T5
More informationPrincipal LifeTime portfolios. Investment options that strive to keep pace with life
LifeTime portfolios Investment options that strive to keep pace with life Most of us need a little help when it comes to saving for retirement. If you re like many, you may not have the time or interest
More informationSRI In Your Practice. Kim Buitenhuis, SVP Product & Marketing NEI Investments June 2013
SRI In Your Practice Kim Buitenhuis, SVP Product & Marketing NEI Investments June 2013 1 5 Steps to Getting Started 1. Decide how SRI you want your practice to be 2. Create your SRI product shelf 3. Introduce
More informationPlain talk about how ETFs work. Client education
Plain talk about how ETFs work Client education Contents 2 What are ETFs? 4 How ETFs work 8 Which ETFs are right for you? Exchange-traded funds (ETFs) are attracting evergreater attention from investors.
More informationWhy Evolution Private Managed Accounts?
Advisor Guide Why Evolution Private Managed Accounts? Be empowered by an innovative solution tailor-made for your clients. Experience holistic wealth management customized to meet your clients needs today
More informationSelect Income Managed Portfolio Corporate Class. Portfolio Review Third Quarter 2018
Portfolio Review Third Quarter 2018 Q3 Portfolio Review Third Quarter 2018 as at September 30, 2018 Portfolio Performance (Class F) 1 Month 3 Months 6 Months 1 Year 3 Years 5 Years 10 Years Since Inception
More informationCREATING CONDITIONS FOR SUCCESS CREATING CONDITIONS FOR SUCCESS 01
CREATING CONDITIONS FOR SUCCESS CREATING CONDITIONS FOR SUCCESS 01 " Connor, Clark & Lunn Financial Group brings together the talents of diverse investment teams in a multi-boutique structure. Together,
More informationPortfolio Series Conservative Balanced Fund. Portfolio Review Fourth Quarter 2017
Portfolio Review Fourth Quarter 2017 Q4 Portfolio Review Fourth Quarter 2017 as at December 31, 2017 Portfolio Performance (Class F) 1 Month 3 Months 6 Months 1 Year 3 Years 5 Years 10 Years Since Inception
More informationAlpha investing the quest for exceptional performance
Alpha investing the quest for exceptional performance The focus on absolute returns, management expertise unleashed United Financial focuses on partnering with investment managers who add value beyond
More informationAn institution focused on innovation
An institution focused on innovation Our mission Guided by our 100% open architecture structure, we are dedicated to providing diverse investment solutions to meet the evolving needs of clients. Our vision
More informationCase study RRSP to RRIF account. The story of Robert and Elizabeth
Case study RRSP to RRIF account The story of Robert and Elizabeth Effective November 1, 2016, Fiera Capital assumed responsibility for the funds risk management overlay strategy. CI has appointed Fiera
More informationFixed Income FUNDAMENTALS FOR INVESTORS
Fixed Income FUNDAMENTALS FOR INVESTORS Today s financial markets are full of ups and downs. Many investors, finding it hard to tolerate fluctuations in their portfolios, want investments that can help
More informationSymetra Accumulator IUL
Symetra Accumulator IUL Downside protection with greater upside potential through index-linked interest. Hypothetical performance of the S&P 500 Index in indexed universal life insurance Not a bank or
More informationSymmetry Portfolios. Deep Pension-Style Expertise
Symmetry Portfolios Deep Pension-Style Expertise Investment Challenges Successful investing requires time, discipline, expertise, technical knowledge, risk management and market monitoring. 2 Markets Can
More informationContinually earning your trust by exemplifying the highest standards of wealth management and by investing your family s money as we do our own
MANAGER PROFILE Continually earning your trust by exemplifying the highest standards of wealth management and by investing your family s money as we do our own families. CAMBRIDGE TEAM Alan Radlo* Chairman
More information5 reasons to consider U.S. equity funds
5 reasons to consider U.S. equity funds With all of the recent volatility in the market, many investors are searching for opportunities to diversify their portfolios. Despite the often negative headlines,
More informationSelect 20i80e Managed Portfolio Corporate Class. Portfolio Review Third Quarter 2018
Portfolio Review Third Quarter 2018 Q3 Portfolio Performance (Class F) 1 Month 3 Months 6 Months 1 Year 3 Years 5 Years 10 Years Since Inception (November 2006) -0.8% 1.2% 2.8% 4.5% 6.9% 7.6% 7.5% 4.6%
More informationA NEW ALTERNATIVE FOR TODAY S INVESTOR. Franklin K2 Multi-Strategy Alternatives Fund
A NEW ALTERNATIVE FOR TODAY S INVESTOR Franklin K2 Multi-Strategy Alternatives Fund MOVING BEYOND THE TRADITIONAL Concerns about the low growth environment, geopolitical instability and interest rate uncertainty
More informationA client s guide to world-class money management
A client s guide to world-class money management A sophisticated, comprehensive investment program as unique as you are. CI Private Investment Management Managing your wealth effectively means more than
More informationSelect 50i50e Managed Portfolio Corporate Class. Portfolio Review Third Quarter 2018
Portfolio Review Third Quarter 2018 Q3 Portfolio Review Third Quarter 2018 as at September 30, 2018 Portfolio Performance (Class F) 1 Month 3 Months 6 Months 1 Year 3 Years 5 Years 10 Years Since Inception
More informationThe Pinnacle Fund Simplified Prospectus
The Pinnacle Fund Simplified Prospectus September 10, 2010 Class A, Class I and Manager Class units Pinnacle Emerging Markets Equity Fund No securities regulatory authority has expressed an opinion about
More informationCIBC Wood Gundy Recommended Funds
Investment Strategy Group Funds Research December 2015 Daniel Arsenault, CFA, FRM Director, Investment Funds CIBC Wood Gundy Recommended Mutual Funds Summary Recommended Funds - Equities ISG Funds Research
More informationAMENDMENT NO. 1 DATED NOVEMBER 10, 2017 TO THE SIMPLIFIED PROSPECTUS DATED APRIL 24, (the Prospectus ) in respect of:
AMENDMENT NO. 1 DATED NOVEMBER 10, 2017 TO THE SIMPLIFIED PROSPECTUS DATED APRIL 24, 2017 (the Prospectus ) in respect of: BMO Money Market Fund (series A, F, D, I, M and Advisor Series) BMO Core Bond
More informationInvest with Peace of Mind
issued by Transamerica Life Canada Invest with Peace of Mind managed by CI Investments Inc. issued by Transamerica Life Canada Invest with Peace of Mind Growth with Protection Is protecting your investment
More informationPortfolio Series Balanced Fund. Portfolio Review Fourth Quarter 2017
Portfolio Review Fourth Quarter 2017 Q4 Portfolio Performance (Class F) 1 Month 3 Months 6 Months 1 Year 3 Years 5 Years 10 Years Since Inception (November 1988) -0.6% 2.8% 3.3% 7.5% 6.2% 9.2% 6.0% 5.9%
More informationA Guide to Your Statement. For Credential / Nominee Plans
A Guide to Your Statement For Credential / Nominee Plans HOW TO READ YOUR STATEMENT OF ACCOUNT In line with industry-wide changes in Canada, recent enhancements have been made to make your statement easier
More informationINVESTOR GUIDE MACKENZIE PRIVATE WEALTH COUNSEL
INVESTOR GUIDE MACKENZIE PRIVATE WEALTH COUNSEL A complete wealth management service As a high net worth investor, we appreciate that you have complex needs. Mackenzie Private Wealth Counsel is dedicated
More informationINVEST TO A HIGHER STANDARD
A Better Solution for Your Savings INVEST TO A HIGHER STANDARD Better value for your money - effective diversification, top expertise and more attention paid to rebalancing your portfolio Core and alternative
More informationTHE ALTERNATIVE WAY TO STABILIZE CORE PORTFOLIOS. Mackenzie Multi-Strategy Absolute Return Fund
THE ALTERNATIVE WAY TO STABILIZE CORE PORTFOLIOS Mackenzie Multi-Strategy Absolute Return Fund You Can Now Access Liquid Alternatives Liquid alternatives funds have unique characteristics: Wider range
More informationMorningstar Investment Services Managed Portfolios
Morningstar Investment Services Managed Portfolios Mutual Fund Portfolios ETF Portfolios Select Stock Baskets A Team You Can Trust The Insight of Your Financial Advisor, The Strength of Morningstar At
More informationG5 20 Series FAQ FOR ADVISOR USE ONLY NOT FOR DISTRIBUTION TO CLIENTS
G5 20 Series FAQ FOR ADVISOR USE ONLY NOT FOR DISTRIBUTION TO CLIENTS What is the difference between G5 20i funds and G5 20 funds? There are two versions of the fund available, taking into consideration
More informationInvesting 101: Introduction to investment types
Investing 101: Introduction to investment types de Groot Wealth Management of RBC Dominion Securities Elizabeth de Groot, CFP, FCSI, CIWM, CPCA Vice-President, Investment & Wealth Advisor elizabeth.degroot@rbc.com
More informationG5 20 Series: A retirement option with guaranteed cash flow
G5 20 Series: A retirement option with guaranteed cash flow A retirement option with guaranteed cash flow Take your retirement plan off pause and hit play G5 20 Series, part of CI Guaranteed etirement
More informationEMBLEM GIF PORTFOLIOS
GUARANTEED INVESTMENT FUNDS EMBLEM GIF PORTFOLIOS 5 reasons to recommend Emblem GIF Portfolios FOR ADVISOR USE ONLY Insurance & Investments Simple. Fast. Easy. DIVERSIFICATION WITHOUT COMPLICATION Your
More informationRedwood Unconstrained Bond Class Class A: RAM 125 / Class F: Ram 126
Redwood Unconstrained Bond Class Class A: RAM 125 / Class F: Ram 126 November 2013 The Best Bond Fund Manager You Have Never Heard Of Bloomberg www.redwoodasset.com Redwood Asset Management distributes
More informationPortrait Portfolio Funds
Investment Solutions Standard Life Mutual Funds Portrait Portfolio Funds A solution in their image For advisor use only. This document is not intended for public distribution. Expertise of a truly global
More informationILLUMINATING A BRIGHTER WORLD OF INVESTMENTS
ILLUMINATING A BRIGHTER WORLD OF INVESTMENTS SUN LIFE GLOBAL INVESTMENTS CORPORATE PROFILE At Sun Life Global Investments, the investor is at the core of everything we do. From creating new investment
More informationCIBC Asset Management Inc. (CAM) announces changes to its investment product line-up
PRODUCT ENHANCEMENTS CIBC Asset Management Inc. (CAM) announces changes to its investment product line-up Management Fee Reductions Minimum Investment Changes or Classes July 21, 2017 CAM is implementing
More informationInvestment Specialists Due Diligence Report
Investment Specialists Due Diligence Report AUGUST 2015 At Counsel Portfolio Services, we believe strongly in the value of independence and objectivity in money management. To achieve this, we actively
More informationComparing Exchange Traded Funds to Mutual Funds and Stocks and Bonds
ETFs 101 Comparing Exchange Traded Funds to Mutual Funds and Stocks and Bonds In an era when investment options may appear endless, the growing popularity of Exchange Traded Funds (ETFs) has taken the
More informationSUN LIFE TACTICAL ETF PORTFOLIOS
INVESTOR QUESTIONNAIRE SUN LIFE TACTICAL ETF PORTFOLIOS FIND YOUR FIT I L L U M I N A T I N G SUN LIFE TACTICAL ETF PORTFOLIOS INVESTOR QUESTIONNAIRE This questionnaire is designed to help you and your
More informationDISCOVER OUR ASTRA PORTFOLIO FUNDS. A strategy to guide you through a world of possibilities
DISCOVER OUR ASTRA PORTFOLIO FUNDS A strategy to guide you through a world of possibilities Every investor knows how important it is to carefully choose investments based on savings objectives. Usually
More informationSelect 40i60e Managed Portfolio. Portfolio Review First Quarter 2018
Select 40i60e Managed Portfolio Portfolio Review First Quarter 2018 Q1 Portfolio Review First Quarter 2018 as at March 31, 2018 Portfolio Performance (Class F) 1 Month 3 Months 6 Months 1 Year 3 Years
More informationinsight to build investments that work
insight to build investments that work INNOVATIVE INVESTMENT SOLUTIONS Sun Life Global Investments offers a broad and growing selection of investment mandates to choose from. Our experienced Portfolio
More informationPortfolio Series Conservative Fund. Portfolio Review Second Quarter 2015
Portfolio Review Second Quarter 2015 Q2 Portfolio Performance (Class A) 1 Month 3 Months 6 Months 1 Year 3 Years 5 Years 10 Years Since Inception (December 1997) -1.4% -2.0% 3.7% 6.8% 8.9% 8.0% 5.0% 5.4%
More informationA Guide to Your Statement
A Guide to Your Statement HOW TO READ YOUR STATEMENT OF ACCOUNT The Charges and Compensation report summarizes the compensation the firm receives from you and/or third parties during the reporting period
More informationClient Guide. managed by CI Investments Inc. issued by Sun Life Assurance Company of Canada
Client Guide managed by CI Investments Inc. issued by Sun Life Assurance Company of Canada World-class portfolio management and a broad choice of investments Together, CI Private Investment Management
More information2013 Simplified Prospectus dated July 26, 2013
CI Investments Inc. 2 Queen Street East Twentieth Floor Toronto, Ontario M5C 3G7 You can find additional information about each fund in its annual information form, fund facts, management reports of fund
More informationAdditional series available. Morningstar TM Rating. Funds in category
Sun Life Milestone 2035 Fund Series A $14.8651 Net asset value per security (NAVPS) as of February 12, 2018 $0.1080 0.73% Benchmark Blended benchmark Fund category 2035 Target Date Portfolio Additional
More informationWorld Selection Portfolio
World Selection Portfolio Access to the world s leading investment managers The World Selection Portfolio service leverages the expert capabilities and guidance of portfolio managers at HSBC, and from
More informationDiscretionary Portfolio Management
Discretionary Portfolio Management DISCRETIONARY PORTFOLIO MANAGEMENT The fundamental premise of our discretionary portfolio approach is to define and communicate an investment strategy for each portfolio,
More informationAdditional series available. Morningstar TM Rating. Funds in category. Equity style Fixed inc style. of fixed income allocation
Sun Life Granite Conservative Class Series A Additional series available NOTE: This Fund is a class of mutual fund shares of Sun Life Global Investments Corporate Class Inc. $11.5381 Net asset value per
More informationFocus on Funds As of December 31, 2009
Focus on Table Of Contents Page Review of the Markets........................................ 1 Money Market Fund.......................................... 2 Accumulative Income Fund.....................................
More informationOur value proposition
Group Savings & Retirement Our value proposition What sets us apart? Our commitment to you. The cornerstone of our operations is one simple premise: create an exceptional customer experience. It s not
More informationGROUP SAVINGS AND RETIREMENT IPP. The Individual Pension Plan An Effective Solution for Business Owners and Executives
GROUP SAVINGS AND RETIREMENT IPP The Individual Pension Plan An Effective Solution for Business Owners and Executives An Effective Solution for Business Owners and Executives For most workers, primarily
More informationPortfolio Series Conservative Balanced Fund. Portfolio Review Second Quarter 2015
Portfolio Review Second Quarter 2015 Q2 Portfolio Performance (Class A) 1 Month 3 Months 6 Months 1 Year 3 Years 5 Years 10 Years Since Inception (December 2001) -1.5% -1.9% 4.0% 7.0% 10.3% 8.8% 5.1% 5.2%
More informationTake control. Help your clients understand the role of risk control in a portfolio A GUIDE TO CONDUCTING A RISK CONTROL REVIEW
A GUIDE TO CONDUCTING A RISK CONTROL REVIEW Take control Help your clients understand the role of risk control in a portfolio MGA-1658740 FOR REGISTERED REPRESENTATIVE USE ONLY. NOT FOR USE BY THE GENERAL
More informationGet the Alternative Advantage
Get the Alternative Advantage Alternative Investments Manage Risk and Potentially Enhance Performance Innovation is our capital. Make it yours. As an asset class, alternative investments have demonstrated
More informationInvestor Profile Questionnaire
Investor Profile Questionnaire managed by CI Investments Inc. issued by Sun Life Assurance Company of Canada Investor profile questionnaire You have your own unique blend of financial needs and resources
More informationPortfolio Series Maximum Growth Fund. Portfolio Review Second Quarter 2015
Portfolio Review Second Quarter 2015 Q2 Portfolio Performance (Class A) 1 Month 3 Months 6 Months 1 Year 3 Years 5 Years 10 Years Since Inception (December 2001) -2.0% -1.2% 6.2% 8.8% 16.1% 11.9% 5.2%
More information