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.
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.
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:
Elsa Li, Director
Darie Urbanky, Director
Yvette Zhang, Director
Darie Urbanky, President and Chief Operating Officer
Yvette Zhang, Chief Financial Officer
Elsa Li, Senior Vice-President, General Counsel and Secretary
Ernst & Young LLP
Ernst & Young LLP