|Canada's Investment Company
CI Investments has been managing money on behalf of Canadian investors
since 1965. In 1981, CI 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
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 2013, CI launched the G5|20 Series, which offers guaranteed cash flow over 20 years and is the first mutual fund of its kind in Canada.
In June 2005, CI adopted the name CI Investments to reflect its diverse
lineup of investment options, including mutual funds, segregated funds,
asset allocation programs, structured products and other alternative investments.
Today, CI Investments is one of Canada’s largest investment fund companies. About two million Canadians trust us to help realize their financial goals.
CI 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
CI is affiliated with two alternative asset management firms, Marret Asset Management Inc. (www.marret.com) and Lawrence Park Capital Partners, Ltd. (www.lpcapitalpartners.com).
CI also serves the institutional investment marketplace through a dedicated division, CI Institutional Asset Management, which is on the Web at www.ciinstitutional.com.
CI is a subsidiary of CI Financial Corp., which is listed on the Toronto Stock Exchange under the symbol CIX. Information about CI Financial’s assets and financial position is updated monthly and is available by visiting the Statistics section.
here for career opportunities.
We are pleased to offer one of the industry’s most comprehensive
investment fund lineups, featuring a broad selection of portfolio managers
and a wide choice of mandates diversified by region, asset class, industry
and investment style. We also offer a variety of investment vehicles,
including mutual funds, segregated funds, managed solutions, and
This selection allows you and your advisor to choose the products that
are best suited to meet your investment goals.
here to be taken to CI's product lineup.
CI's portfolio management teams seek to provide superior results through
a combination of experience and discipline. CI's strength comes from our
outstanding lineup of portfolio managers and the variety of expertise
and experience that they provide - all under one roof. Rather than just
offering one investment style, CI has engaged leading money managers in
all disciplines: value, blend (growth at a reasonable price) and growth.
These managers have been selected for their strategic focus, consistent
discipline and long-term track record of investing here in Canada and
around the world.
Please visit CI's portfolio management centre for information on our
Oversight of the Funds
CI 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 Investment Consulting, 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's
managed solutions - Portfolio Series and 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 CI Investments Board of Governors, an independent
governance body of all CI Funds, providing impartial judgment on conflicts
of interest with a view to the best interests of the CI Funds and CI
Investments investors. The Board of Governors recommends the best course
of action to achieve a fair and reasonable result on any conflict of
interest issues, and CI takes into account its recommendation in accordance
with its fiduciary duty to the CI Funds. All of the members of the Board
are independent of CI.
To read the mandate of the Board of Governors, click
For more information about the Board of Governors, click
Independent Review Committee Report to Securityholders
Board of Directors of CI Investments Inc.:
Douglas J. Jamieson, Director
Neal A. Kerr, Director
David C. Pauli, Director
CI Investments Inc. Executives:
Sheila A. Murray, President
Neil A. Kerr, President, CI Institutional
Asset Management and Executive Vice-President, Investment Management
Douglas J. Jamieson, Executive Vice-President and Chief Financial Officer
David C. Pauli, Executive Vice-President
Edward Kelterborn, General Counsel
Corporate Auditors: Ernst & Young LLP
Fund Auditors: PricewaterhouseCoopers LLP