As a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI), CI Global Asset Management believes that responsible investing plays a role in achieving the best possible risk-adjusted returns for our funds.

CI Global Asset Management has a formal  Responsible Investment Policy that addresses the integration of environmental, social and governance (ESG) factors into the investment decision-making process. While CI Global Asset Management does not normally exclude specific sectors or companies from investment, there is an exception. In recognition of the prohibitions contained within the United Nations Anti-Personnel Landmines Convention and the United Nations Convention on Cluster Munitions, CI Global Asset Management will not knowingly directly invest in companies associated with the production, use or distribution of such weapons. This restriction applies to all actively managed funds where CI Global Asset Management directly controls the investment strategy of the fund, including those that are sub-advised.

Today, approximately 70% of CI Global Asset Management’ assets under management are now covered by our Responsible Investment Policy. 

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Step 1: In-house portfolio managers have continual access to third-party ESG data.

Step 2: Investment exclusions list provided to in-house portfolio managers & external sub-advisors on an ongoing basis.

Step 3: In-house portfolio managers provided with customized ESG screens of portfolios with flagged holdings on an ongoing basis by CI GAM’s Responsible Investing Team.

Step 4: In-house portfolio managers review flagged holdings and document findings.

Step 5: Ongoing monitoring by CI GAM’s compliance department.