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CI Institutional Asset Management

About Us

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 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 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 qualified advisor.

CI is affiliated with two alternative asset management firms, Marret Asset Management Inc. ( and Lawrence Park Asset Management (

CI also serves the institutional investment marketplace through a dedicated division, CI Institutional Asset Management, which is on the Web at

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.


Click here for career opportunities.

About CI's Lineup

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 alternative investments.

This selection allows you and your advisor to choose the products that are best suited to meet your investment goals.

Click here to be taken to CI's product lineup.

Portfolio Management Expertise

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 award-winning portfolio management teams.

CI Investments Responsible Investment Policy

Click here to view CI Investments Responsible Investment Policy

Detailed 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 here.

For more information about the Board of Governors, click here.

Independent Review Committee Report to Securityholders

Corporate Information

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
Neal A. Kerr, President, CI Institutional Asset Management and Executive Vice-President, Investment Management
Douglas J. Jamieson, Executive Vice-President and Chief Financial Officer
Edward Kelterborn, Senior Vice-President and General Counsel

Corporate Auditors: Ernst & Young LLP

Fund Auditors: PricewaterhouseCoopers LLP




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