Tag Archives: Portfolio Management

Portfolio Positioning – March 2022

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The markets continue to grapple with many different variables where in isolation is difficult to get a handle on however in confluence make matters exponentially more complex.  In this article, our team at CI Multi Asset Management, provides a detailed and timely breakdown of the overall Russian/ Ukraine exposure within the Assante Private Portfolios.   Portfolio […]

Low Volatility Solution for low GIC Rates – Tuesday, July 20th at 1 p.m. ET

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We’d like to invite you to an exclusive webcast, providing timely investment and global market updates.  This session will be hosted by Roberto Katigbak, Institutional Strategist, Head of Sales and Marketing at Marret Asset Management.  In this webcast, Roberto will discuss the CI Enhanced Short Duration Bond Fund (TSX: FSB, FSB.U) , an option in this ultra-low GIC […]

Wealth Matters Monthly Market Updates – Thursday, May 27 at 1PM EDT

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We’d like to invite you to our Wealth Matters webcast, providing timely investment and global market updates. This session will be hosted by Damon Sutherland, Senior Vice-President at CI Assante Private Client and will feature Alexandra Gorewicz, Vice- President and Head of Rates at CI Global Asset Management. In this webcast, Alexandra will provide: An […]

Dynamic Hedging – Making Your Dollar Go Further

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As part of their June Commentary, Alfred Lam, Senior Vice-President and Chief Investment Officer and Marchello Holditch, Vice-President and Portfolio Manager, CI Multi-Asset Management, unveil their new dynamic hedging model designed to minimize the impact currency swings can have on returns, while maximizing diversification with the least cost and complexity. Alfred Lam, CFA, Senior Vice-President […]

Wealth Matters Weekly Market Updates – June 3 at 1 p.m. EDT

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We would like to invite you to our weekly Wealth Matters webcast, providing timely global market updates through the COVID-19 pandemic. This session will be hosted by Damon Sutherland, Senior Vice-President of Assante Private Client, and will feature Laurel Durkay, Senior Vice-President and Portfolio Manager at Cohen & Steers Inc. Laurel is a portfolio manager […]

Portfolio Construction – Beware the Ides of March

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Social distancing measures have undoubtably reduced the spread of COVID19 and saved lives, but have also had a significant impact on economic activity. As part of their May Portfolio Construction Update commentary, Alfred Lam, Senior Vice-President and Chief Investment Officer and Marchello Holditch, Vice-President and Portfolio Manager, CI Multi-Asset Management, discuss more on this and […]

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