What is a turnkey investment portfolio?

Designed to meet investors’ financial needs, turnkey investment portfolios are known for their simplicity. All stages of portfolio management and monitoring are carried out systematically to ensure peace of mind for portfolio holders:

• Your portfolio is administered by managers selected for their attention to detail and extensive expertise regarding the management tasks they are assigned.



• Your portfolio is diversified in one seamless operation according to your investor profile, at a lower cost than if you selected the securities yourself.



• Your assets are automatically divided among the various asset classes of your portfolio in percentages that match your investor profile. Are you making an initial investment? Want to add a substantial amount? Have you chosen to make periodic investments? Your investment is always divided among your portfolio’s asset classes according to your risk tolerance.



• Your portfolio is automatically rebalanced when necessary to bring the weighting of each asset class back in line with the initial percentage determined according to your investor profile. This means your portfolio always meets your requirements, matches your investor profile, and respects your risk tolerance.



• There is no fee for rebalancing your portfolio or managing its asset class distribution.

In a nutshell, turnkey investment portfolios are hassle-free solutions. Whether or not you invest additional amounts and regardless of financial market fluctuations, your portfolio will always reflect your investor profile.