Assante Connect works with CI Multi-Asset Management (CIMAM) to bring your clients a range of globally managed portfolios spanning the risk spectrum.
CIMAM with Stephen Lingard (Senior Portfolio Manager and Head of Investment Research) provides asset allocation while integrating CI First Asset ETFs.
Strategic and tactical asset allocation
Typically, strategic asset allocation means setting longer-term exposure targets, while tactical means being nimble in the shorter term. The more actively tactical a solution is, the more proactive and responsive it can be to position your investment for today’s market opportunities and challenges, now and in the future.
The portfolios are constructed using CI Multi-Asset Management’s fundamental strategic asset allocation strategy, which is driven by:
- Valuations
- Fundamentals
- Correlation over 3 to 5 year time horizon
The Portfolios will also employ a tactical asset allocation strategy aimed at taking advantage of shorter-term opportunities that will see the portfolios diversified by:
- Regions
- Factors
- Styles
- Sectors
Sophisticated risk management
CI Multi-Asset Management’s asset allocation capabilities, including upfront screening and ongoing research and monitoring, can potentially benefit clients in several ways:
- Proactive asset class rebalancing
- Smooth out portfolio performance
- Aims to enhance overall returns
- Aims to minimize setbacks that can result from being too dependent on any one kind of investment
Stephen Lingard, MBA, CFA
Senior Portfolio Manager and Head of Investment Research
- He is the lead manager of CI Mosaic ETF Portfolios and other mandates, and a member of the CI Multi-Asset Management Investment Committee.
- Mr. Lingard has over 24 years of industry experience, including more than a decade as a senior portfolio manager at another diversified Canadian asset manager, where he managed multi-asset portfolio programs. Mr. Lingard has also managed institutional accounts for several global clients and held a variety of investment positions in organizations in Europe, Asia and the United States.
- Mr. Lingard holds a Bachelor of Science degree from Western University, an MBA from the EU Business School and the Chartered Financial Analyst designation. He is a member of the Toronto Society of Financial Analysts.
By favouring ETFs managed by our Related Registrants, we have not considered other securities that may have characteristics, such as cost structure or past performance, similar or superior to the ETFs managed by our Related Registrants. Source: CI Mosaic ETF Portfolios.