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.
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 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 Press Releases section.
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.
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