On or about April 28, 2017, MD Private Investment Counsel (MDPIC) will be launching four new investment pools, further providing MDPIC members with innovative portfolio construction solutions.
MDPIM Global Tactical Opportunities Pool
MDPIC Portfolio Managers build personalized investment portfolios that are designed to help MDPIC members achieve their unique financial goals. Part of this process is to make short-term adjustments to the portfolios based on anticipated changes in the market, adjustments that we believe will help improve portfolio performance.
MDPIM Global Tactical Opportunities Pool is a new investment designed to execute those timely portfolio adjustments. Built exclusively for MDPIC members, it replaces the process already in place with a solution offering additional investment flexibility through a wider investment universe. For you, this means additional opportunities to potentially enhance performance and manage risk in your portfolio at no additional surcharge. For more details, please refer to this information sheet.
Pending a review of your accounts for the suitability of this new investment, your Portfolio Manager may add the MDPIM Global Tactical Opportunities Pool into your portfolios. For more information about how MDPIM Global Tactical Opportunities Pool will be integrated into your accounts, please contact your MDPIC Portfolio Manager.
MDPIC Index Pools
MDPIM S&P/TSX Capped Composite Index Pool
MDPIM S&P 500 Index Pool
MDPIM International Equity Index Pool
Part of the portfolio construction process at MDPIC is finding the optimized mix of different investments to achieve the financial objectives of our clients within a risk level that they are comfortable with. These investments span different asset classes, investment styles and geographies and we combine them to build diversified portfolios.
MDPIC Index Pools are new investments designed to provide you with more investment style diversity to help build portfolios that are better suited to your specific financial goals. These index pools replicate the performance of broad-market indexes like the S&P/TSX Capped Composite Index and exclude tobacco-related investments, as well as select other securities. MDPIC Index Pools are additional tools for MDPIC Portfolio Managers to construct optimal portfolios that provide a more diversified return and risk experience to you. For more details, please refer to this information sheet.
As always, MDPIC portfolios will leverage your Portfolio Manager’s deep understanding of your financial situation and MD’s expertise and best investment ideas to determine the optimal combination of index and actively managed pools. The integration of MDPIC Index Pools into your portfolios will be determined by your Portfolio Manager, who will decide the right allocation that makes sense for you.
If you have any questions about this announcement, the new MDPIC investment pools or wish to discuss how they will be implemented into your accounts, please do not hesitate to contact your MDPIC Portfolio Manager.