iProfile
iProfileTM…
Expertly Crafted ~ Expertly Managed ~ Investment Portfolios
iProfile is a managed asset program ideal for investors who do not have the time or interest, to manage their own investment portfolios on a day-to-day basis and who are seeking expert investment professionals to handle their investments. iProfile provides individual clients with the same institutional wealth management and diversification opportunities as large pools of capital, such as pension funds.
With iProfile, money invested by clients will be managed by investment professionals who have the experience and disciplines to deliver outperforming rates of return, relative to well known benchmarks, over the long-term while at the same time managing to control the investment volatility.
Strategic Asset Allocation
iProfile is based on strategic asset allocation, a long-term investment strategy that develops an appropriate asset mix based on individual investment objectives and comfort zone. A change in asset mix typically occurs only when there is a change in the client's investment objectives—changes are not based upon predicting market conditions.
The recommended mix represents a careful balancing between desires to maximize investment return and minimize or control the level of risk - providing a sound foundation for the iProfile program.
Is iProfile right for you?
If you are interested in participating in the iProfile program, your Investors Group Consultant will begin by taking you through a sophisticated strategic investment planning approach. It has been designed exclusively for Investors Group by Ibbotson Associates, a world-renowned investment consulting firm with widely recognized expertise in the field of asset allocation.
5 Easy Steps
Step 1: Investment planning
An expert and scientifically constructed plan to manage your investments. Completing the Investment Profile Questionnaire with your Investors Group Consultant will help you determine your comfort level with risk combined with the time horizon needed to reach your financial goals.
Step 2: Selecting a customized portfolio
Together, we choose the investment portfolio that reflects the risk comfort suitable for your specific goals. Based on your risk profile you and your Consultant will review investment portfolio selection options tailored to your specific goals.
Step 3: Risk controlled investment
Your portfolio has been expertly designed and diversified to control investment risks. The weighting you receive for each asset class and management style within an asset class is scientifically developed and tested to help provide the highest expected returns, over time, for your risk level.
Step 4: World class money managers
iProfile investments are being managed by elite institutional money managers selected for their excellence in being able to generate great long-term returns as well as having proven investment philosophies and processes.
Step 5: 3Rs - Report, review and regroup
- Report: iProfile offers a series of checks, balances and opportunities for portfolio review. Each quarter you will receive a statement outlining your investment performance and overall asset allocation shifts.
- Review: Together we will compare your statement to the Investment Strategy Report that was produced at the outset of your investment.
- Regroup: Your Consultant will work with you to assess opportunities to regroup or rebalance your portfolio according to its original asset allocation.
Looking for more information on iProfile? Contact your Investors Group Consultant today!
iProfile Investment Professionals
Investment professionals selected for iProfile pass many screens during a rigorous and objective selection process. Below is a current list of the world class investment professionals chosen for iProfile.
- AMI Partners Inc.
- Baring International Investment Limited
- Eagle Boston Investment Management Inc.
- I.G. Investment Management, Ltd.
- Jarislowsky, Fraser Limited
- J.P. Morgan Asset Management (Canada) Inc.
- Laketon Investment Management Ltd.
- Philadelphia International Advisors LLC
- RCM Capital Management LLC
- Waddell and Reed Investment Management
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Commissions, fees and expenses may be associated with mutual fund investments and the use of iProfileTM Managed Asset Program. Read the prospectus and speak to an Investors Group Consultant before investing. Mutual funds are not guaranteed, values change frequently and past performance may not be repeated. Recommendations relate only to Investors Group mutual funds. An asset allocation service, iProfile is a managed asset program for clients with over $250,000 in assets with Investors Group.
The "iProfile" name and design are a trademark of Investors Group Inc. and licensed to its affiliates.
