Diversification and the importance of asset allocation have long been fundamental principles of sound financial planning and portfolio construction. Both work to add value to a portfolio when individual holdings perform differently.
Since the 2008 Financial Crisis, asset classes have moved more in unison. While many high net worth and institutional investors have insulated their portfolios with alternative and real assets, many other investors haven’t had the same ability to do so. WE ARE CHANGING THAT!
CI currently offers three distinct strategies, each carefully designed to provide diversification benefits within your portfolio. Each fund is overseen by talented and highly experienced alternative investment managers.
It’s important to understand that liquid alternatives are not a new asset class, but rather a new type of investment strategy. Because liquid alternatives typically aim to add diversification benefits to portfolios, they can be used alongside existing positions as complementary funds. When combined effectively, liquid alternatives can help reduce portfolio volatility and potentially enhance returns.
Liquid alternatives call for managers with the knowledge, expertise and tools at their disposal to implement the sophisticated strategies required to enhance your portfolio. At CI, we’ve partnered with highly respected and specialized managers who have, based on their track record, navigated various market cycles for high net worth and institutional clients around the world.
A complete education guide to help you better understand liquid alternatives, how they differ from traditional mutual funds and how they can benefit your portfolio.
A quick run-down of what aspects make liquid alts unique.
Speak to your advisor about incorporating CI Liquid Alternatives, truly differentiated strategies to complement and diversify your portfolio.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compound total returns net of fees (except for figures of one year or less, which are simple total returns) including changes in security value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Mutual funds are not guaranteed. Their values change frequently and past performance may not be repeated.
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This document is provided as a general source of information and should not be considered personal, legal, accounting, tax or investment advice, or an offer or a solicitation to buy or sell securities. Every effort has been made to ensure that the material contained in this document is accurate at the time of publication. However, CI Investments Inc. cannot guarantee its accuracy or completeness and accepts no responsibility for any loss arising from any use or reliance on the information contained herein. All charts and illustrations in this document are for illustrative purposes only. They are not intended to predict or project investment results.
Marret Asset Management Inc, is a partly owned subsidiary of CI Financial Corp. and an affiliate of CI Investments Inc. Lawrence Park Asset Management Ltd. is a sub-advisor to CI Investments Inc. Munro Partners are a sub-adviser to the Munro Alternative Global Growth Fund.
CI Liquid Alternatives™ is a registered trademark of CI Investments Inc. ®CI Investments and the CI Investments design are registered trademarks of CI Investments Inc. © CI Investments Inc. 2018. All rights reserved.