ABOUT 1.3 MILLION CANADIANS TRUST US TO HELP REALIZE THEIR FINANCIAL GOALS

CI Global Asset Management has been managing money on behalf of Canadian investors since 1965

In 1981, CI Investments Inc. entered the global fund arena with the introduction of CI Pacific Fund – one of the first funds in Canada devoted to Asian markets. The company became known for its expertise in foreign funds and adopted the name Canadian International Fund Management.

Over the years, CI expanded its lineup of funds to provide investors with an increasingly comprehensive offering of Canadian, global and industry funds. This growth was guided by a strategy of seeking the best available portfolio managers.

CI is a leader in innovation

The company was, for example, the first to offer tax-efficient funds with the introduction of CI Corporate Class. CI also was a leader in introducing industry funds and was the first mutual fund company to partner with an insurance company to offer segregated funds.

In November 2020, CI adopted the name CI Global Asset Management ("CI GAM") to reflect its diverse lineup of investment options, including mutual funds, segregated funds, asset allocation programs, structured products and other alternative investments.

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TODAY

CI Global Asset Management is one of Canada’s largest investment fund companies. CI GAM is proud to partner with financial advisors across Canada, who offer our funds to their clients. We believe investors are most successful when they follow a sound financial plan developed with the assistance of a qualified advisor.

CI GAM also serves the institutional investment marketplace through a dedicated division, CI GAM Institutional.

CI GAM is a subsidiary of CI Financial Corp., which is listed on the Toronto Stock Exchange under the symbol CIX and the New York Stock Exchange under the symbol CIXX. Information about CI Financial’s assets and financial position is updated monthly and is available by visiting the Press Releases section.

DETAILED OVERSIGHT OF THE FUNDS

CI GAM has dedicated specialists and a wide-ranging set of policies and procedures in place to ensure the good governance of its funds and to provide oversight of their portfolio management activities. These include:

  • CI GAM | Multi-Asset Management, an experienced team of investment experts who monitor the portfolio managers and the funds’ portfolios to ensure they are adhering to their mandates and performing within expectations. This group also assisted in the design of CI GAM's managed solutions - CI Portfolio Series and CI Portfolio Select Series - and plays a key role in maintaining these programs.

  • The Compliance Department, whose duties include monitoring trading activities by the funds' portfolio managers.

  • The  Independent Review Committee (IRC) of the CI GAM Investment Funds acts as an independent governance body of all CI GAM Investment Funds, providing independent oversight and impartial judgment on conflicts of interest with a view to the best interests of the CI GAM Investment Funds and its investors.  The IRC recommends the best course of action to achieve a fair and reasonable result on any conflict of interest issues, and CI GAM takes into account its recommendation in accordance with its fiduciary duty to the CI GAM Investment Funds. All of the members of the IRC are independent of CI GAM.

CORPORATE INFORMATION

Board of Directors of CI Investments Inc.

 

Elsa Li, Director


Darie Urbanky, Director


Yvette Zhang, Director

CI Investments Inc. Executives

 

Darie Urbanky, President and Chief Operating Officer

Yvette Zhang, Chief Financial Officer

Elsa Li, Senior Vice-President, General Counsel and Secretary

Corporate Auditors

 

Ernst & Young LLP

 

Fund Auditors

 

Ernst & Young LLP