The Industrial Alliance Insurance and Financial Services Inc. Group Pensions Division has just launched a method for the automatic rebalancing of investments. The service is being promoted using the acronym MARI.

In addition to allowing group retirement plan members to rebalance the allocation of their assets, MARI offers plan sponsors the possibility of creating tailored investment solutions.

“The purpose of an investment rebalancing service is to counter the effects of deviations that eventually occur in investment portfolios,” explained Lucie Lachance, director, actuarial services and marketing, group pensions, Industrial Alliance.

“Using our range of investment options, plan sponsors, working in conjunction with their advisor, can create customized investment portfolios, comparable to Asset Allocation Funds, that reflect the needs of their employees or their preference for specific investment managers,” continued Lachance.

“Plan sponsors can also choose to have their personalized portfolio rebalanced in one of two ways: either automatically at the end of each month according to established criteria or by the Industrial Alliance investment management team, in order to take advantage of our dynamic asset management service. These two options give MARI a facet that’s unique on the market.”