CI Investment Consulting puts it all together

CI Investment ConsultingCI Investment Consulting is an in-house group of professionals who have played an active role in the design and management of the Portfolio Select Series program since its inception.

CI Investment Consulting's rigorous process is comparable to those used by Canada's top consulting firms for large institutional investors. The team oversees $35 billion of assets in various managed solution programs for clients of CI Investments.

The team is responsible for:

  • Ongoing due diligence and overall program maintenance.
  • The selection and monitoring of managers, as well as the team's portfolio-building techniques.
  • Ensuring the managers adhere to their investment mandates over time.

CI Investment Consulting's philosophy of portfolio construction is driven by the belief that asset allocations should be strategic and forward looking. This provides opportunities to capture maximum return for a given level of risk, and recognizes that investment opportunities and risks change over time. Also, each asset class should be diversified by style so that returns are not dependent on one investment approach. Finally, portfolio managers are selected because they are the best suited for that asset class investment style.


Building the Portfolio Select Series portfolios

Capital Markets
Review and


The value of great managers

We use in-house and external managers based on their proven track record in their areas of expertise. Our managers are the recipients of 54 Lipper Fund Awards since 2007, 112 FundGrade A+ Awards and 34 Morningstar Awards in the past 10 years.


Our Morningstar Awards include:

Morningstar Foreign Equity Fund Manager of the Year in 2015 for Richard Jenkins, Managing Director and Portfolio Manager with Black Creek Investment Management.

Breakout Fund Manager of the Year in 2015 for Greg Dean and Stephen Groff, Principals and Portfolio Managers with Cambridge Global Asset Management.

Best Fund of Funds program for Portfolio Select Series in 2013, and for Portfolio Series in 2011 and 2012.

Morningstar Fund Manager of the Decade (2010) and Morningstar Equity Fund Manager of the Year (2009) for Eric Bushell, Chief Investment Officer of Signature Global Asset Management.




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