CI Global Asset Management provides access to a broad spectrum of investment solutions designed to address the unique, complex and evolving financial goals of affluent investors.
Investment solutions designed to meet your needs
This distinct program enables investors to construct complete portfolios that accurately reflect your financial objectives and risk tolerance through investment opportunities that are diversified, not only across asset classes such as equities, bonds, and real estate, but also by country, market capitalization, industry sector, and investment style. The program offers:
Model pricing with automatic discounted pricing benefits that increase as invested assets grow, high watermark protection, and extended family pricing
Tax-efficiency through products and solutions that maximize the potential for growth while providing tax-effective cash flow
Premium account reporting to provide a holistic financial picture
Specialized solutions for affluent investors
As wealth increases, so too do the complexities that come with managing it. CI Private Pools are designed to help simplify these complexities. They provide access to an incomparable selection of specialized expertise and experience, and can help provide investors with choice, flexibility and peace of mind.
Thought leaders and portfolio managers from across CI Global Asset Management offer insights into trends, and policies that are creating investment risks—and opportunities—for affluent investors.