iAtoday
As announced last May and presented in the August issue of iAtoday, improvements to the ATTITUDE portfolios, our life cycle investment solution, will begin on September 19.
These improvements are intended to maintain optimal diversification and better protect plan members in a constantly evolving economic landscape.
Key changes
- Reducing the number of risk profiles from five to three
- Redefining the glide path
- Redefining the asset allocation
- Reassessing the underlying funds
We will implement the improvements in two phases:
- Starting September 19: profile adjustments
- End of December: other improvements
We will continue to rebalance portfolios at the end of each quarter, as we do currently.
Impact on your clients
No action is required from your clients who offer ATTITUDE portfolios.
All these changes were communicated to plan sponsors on August 11, and to plan members in the days that followed.
For more information
You can read the following documents to learn more about these improvements:
- Investment Update: outlines all the improvements made to the portfolios.
- Portfolio composition: outlines the underlying funds and their allocation by category and profile.
We believe these improvements to the ATTITUDE portfolios will ensure that plan members continue to benefit from one of the best life cycle solutions available in Canada.
The ATTITUDE portfolios are the ideal turnkey investment solution for people who are seeking a diversified, professional investment strategy for managing their savings. ATTITUDE portfolios evolve automatically based on each individual’s target retirement period and risk tolerance. With ATTITUDE portfolios, you benefit from active, personalized management that guarantees optimal asset management at all times. |
Also in this issue
- Inclusive communication | More than just a tool for progress
- Women’s Health | New brochure for plan members
- Our disability management services| Compassionate, simple and personalized
- Changes to the investment fund lineup
- Individual pension plans (IPP) | Your clients can still take advantage of 2025 tax benefits
- Semi-Annual Investment Fund Evaluation | Summer 2025 edition available
- Asset management | Changes among investment fund managers
- Total wellbeing | Two key upcoming dates
- Digital tools | New client campaign