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A Leading-edge Approach to Portfolio Design Using Private Investment Pools
Emissary and Diplomat Portfolio Service is based on a sophisticated profiling process that allows you, with the help of your Investment Advisor, to determine the optimal composition of your portfolio – the composition that offers you the highest potential return for the lowest level of risk, based on your investor profile.
This process draws on the principle of the “efficient frontier,” a term that modern economic science uses to describe optimized portfolios, i.e. portfolios that present the minimum of risk for each given level of potential return.
The process ultimately tells you which of our various Emissary Portfolios best matches your particular profile. There are five basic Emissary Portfolios to complement the five investor profiles, plus five matching portfolios designed for registered plan accounts (RSPs, RIFs, etc.).
The Diplomat Portfolio service offers three model portfolios (Balanced, Growth and Maximum Growth). With this alternative, you are able to buy the equivalent of an Emissary Portfolio within a single Fund.
Each portfolio consists of the most appropriate investment classes, allocated according to scientifically determined ratios, and is actively managed by investment managers who are acknowledged to be among the world’s best. Each of these managers has been given a specific investment mandate in their area of expertise.
To further ensure effectiveness and consistency over time, the process is constantly monitored by our team. The result? You benefit at all times from superior portfolio management that is truly tailored to your needs.
For more information about our Emissary and Diplomat Portfolio Service, please contact your Investment Advisor.
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