CMS Model Portfolio Update – Weathering A Tough Year

It has been some time since we did a thorough update of the CMS model portfolio so we decided to dedicate a few pages to this topic here. Before we dive into performance and changes to the portfolio, we wanted to discuss the strategy of the portfolio as a refresher. Portfolio Strategy: The strategy of the portfolio is meant to be largely a passive, low cost portfolio strategy diversified by asset class (equity, fixed income), geography (Canada, US, International), currency (Canadian...