THE ALL-IN-ONE ETF. UPGRADED.
CI’s Asset Allocation ETFs provide access to globally diversified portfolios in a single trade - designed to simplify investing across market cycles.
Our Plus ETFs extend this trusted all-in-one approach by adding a small, permanent allocation to Gold and Bitcoin, helping portfolios adapt to today’s economic realities without sacrificing simplicity.
EXPLORE CI’S ALL-IN-ONE FUNDS
ONE PORTFOLIO. MULTIPLE ASSET CLASSES.
The CI Global Asset Management (GAM) Multi-Asset Team designs diversified portfolios that bring multiple asset classes together in a single, cohesive solution.
Co-led by Stephen Lingard, CFA, MBA, and Alfred Lam, CFA - who together have over 50 years of experience, the team combines strategic and tactical asset allocation, risk management, and portfolio construction to build resilient multi-asset portfolios.
Their approach is grounded in rigorous macroeconomic and asset-class research, supported by CI GAM’s broader investment platform of more than 100 investment professionals. Portfolios are built using an open-architecture framework and diversified across regions, asset classes, sectors, factors, and investment styles.
MULTI-ASSET STRATEGIES
CI’s Multi-Asset Strategies offer single-portfolio solutions designed to support a range of investor goals. These strategies are available across multiple structures, including funds-of-funds, funds of ETFs, and managed solutions.
THE CI MULTI-ASSET FAMILY
Whether investors are seeking simplicity, income, growth or enhanced diversification, CI offers a comprehensive family of multi-asset solutions designed to align with different objectives and risk profiles.
CI Asset Allocation ETFs
Low-cost, globally diversified all-in-one ETFs designed to simplify investing through strategic asset allocation across equities and fixed income in a single portfolio.
CI Portfolio Series
CI’s flagship multi-asset portfolios, offering diversified exposure across public markets, liquid alternatives, and private investments, bringing institutional-style portfolio construction into a single solution.
CI Portfolio Select Series
Advanced multi-manager portfolios built using CI’s institutional investment pools and a corporate class structure designed to help minimize taxable distributions for non-registered investors.
CI Mosaic ETF Portfolios
Actively managed portfolios that combine CI’s research-driven “mosaic” of in-house and external ETFs into a single fund, delivering diversified exposure across asset classes using active, smart beta, and passive ETFs.
CI Mosaic ESG ETF Portfolios
Globally diversified ETF portfolios that integrate environmental, social, and governance (ESG) considerations while maintaining disciplined portfolio construction and active oversight.
MULTI-ASSET TEAM
Alfred Lam, MBA, CFA
SVP, Co-Head of Multi-Asset
Alfred Lam, Senior Vice President, Co-Head of Multi-Asset, joined CI GAM in 2004. He brings over 23 years of industry experience to his portfolio design, asset allocation, portfolio construction, and risk management responsibilities, which include chairing the multi-asset investment management committee and sizing investment bets to drive added value and manage risk. Alfred holds the CFA designation and an MBA from York University Schulich School of Business.
Stephen Lingard, MBA, CFA
SVP, Co-Head of Multi-Asset
Stephen Lingard, Senior Vice President, Co-Head of Multi-Asset, brings first-hand global experience to his role as he has studied and worked in Europe, the US, and Asia over his 27+ year career. He joined CI GAM in 2019 as the multi-asset portfolio and research lead, with a macro, equity and alternative strategy focus. Prior to CI GAM, Stephen was Head of Multi-Asset Solutions with Franklin Templeton (Canada/Asia). Before that, he was an investment manager with Fidelity Investments (US & Canada), and prior to that, he was a Bond dealer at Société Générale Asia (Singapore). Stephen is a CFA charterholder with a BSc from Western University and holds an MBA from EU Business School. He is also a member of the Toronto CFA Society and spends his free time with North Toronto Soccer and Leaside Hockey.
Geof Marshall, CFA
SVP, Head of Fixed Income & Lead – Private Markets
Geof Marshall, SVP, Head of Fixed Income & Lead – Private Markets, joined CI GAM in 2006 and leads the fixed income team and private markets group. Geof is also the lead manager on CI GAM’s income strategies and co-manages the private markets and income & growth funds as well as a number of multi-asset fixed income portfolios. He brings over 25 years of valued industry experience to his role at CI GAM, especially in asset allocation and analyzing, managing, and trading corporate bonds, leveraged loans, and private credit. Prior to CI GAM, Geof was a portfolio manager at Manulife Financial. Geof is a CFA charterholder with a Bachelor of Arts in Political Science from the University of Western Ontario. He is also a member of the CFA Society Toronto and chairs the Investment Committee at the Royal Ontario Museum where he also serves on the Board of Governors.
Lorne Gavsie, MBA
SVP, Head of Macroeconomic & FX Strategy
Lorne Gavsie is Senior Vice-President and Head of Macroeconomic & FX Strategy at CI Global Asset Management. In his role, he is responsible for leading a dedicated macroeconomic and FX effort, harnessing the global expertise and knowledge across CI GAM, producing insights to be leveraged for investment purposes and providing our clients with timely and valuable insights. He is also responsible for CI GAM’s currency overlay and hedging strategies. Lorne brings over 25 years of experience in the industry, specializing in currencies, trading and global markets.
Prior to joining CI GAM in 2015, Lorne held various roles with major Canadian banks including Managing Director, FX Europe based in London, England and Global Head, E-FX based in Toronto.
Lorne holds an MBA from the London School of Economics & Politics, HEC Paris and NYU Stern (collectively known as TRIUM) and is a member of the Bank of Canada’s Canadian Foreign Exchange Committee (CFEC).
MULTI-ASSET INSIGHTS
Thought leaders and portfolio managers from across the Multi-Asset Team offer insights into the trends, events, policies and politics that are creating investment risks—and opportunities—around the world.
Commissions, trailing commissions, management fees and expenses all may be associated with an investment in mutual funds and exchange-traded funds (ETFs). Please read the prospectus before investing. Important information about mutual funds and ETFs is contained in their respective prospectus. Mutual funds and ETFs are not guaranteed; their values change frequently, and past performance may not be repeated. You will usually pay brokerage fees to your dealer if you purchase or sell units of an ETF on recognized Canadian exchanges. If the units are purchased or sold on these Canadian exchanges, investors may pay more than the current net asset value when buying units of the ETF and may receive less than the current net asset value when selling them.
Contact
CI Global Asset Management is a registered business name of CI Investments Inc. © CI Investments Inc. 2026. All rights reserved.