CI Private PoolsTM

Specialized solutions for affluent investors

A curated collection of exclusive investment solutions for portfolio customization

As you achieve greater levels of wealth, your financial situation typically becomes more complex. Enjoy the choice, flexibility and peace of mind that come from specialized solutions designed exclusively to serve the needs of high net worth investors like you.

CI's comprehensive wealth offerings

We offer a diverse lineup of investment options to ensure you have access to strategies that are well-suited to your unique financial situation and investment goals.

Graphic illustrating CI's wealth offerings – Mutual funds, ETFs, Private Pools, Liquid Alternatives, Hedge Funds.

CI Private Pools

Your portfolio building block solution

Gain exclusive access to a broad range of 21 investment strategies spanning asset classes, geographic regions and investment styles, all offered within an easy-to-use, flat-fee solution and backed by trusted expertise and experience you can count on to meet your evolving needs.

CI Private Pools offer a wealth of features and benefits for affluent investors, including:

  • Variety – 21 private pools spanning the investable spectrum
  • Focus – Targeted strategies and specialized investment expertise
  • Flexibility – Allows your advisor to help you fully customize your portfolio based on your individual needs and risk profile
  • Exclusivity – $25,000 minimum investment (per private pool)
  • Simplified Pricing – Easy to use, with a highly competitive, flat-fee structure

Your partners

Strategic focus, consistent discipline, proven track records of success – benefit from the enduring strength of CI’s portfolio management teams with your all-access pass to our best.

CI Private Pools engage a variety of leading boutique money managers to provide you with an incomparable selection of specialized expertise and experience.

  • Altrinsic Global Advisors logo

    Altrinsic Global Advisors

    Altrinsic specializes in identifying undervalued companies that are poised to rebound.

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  • Black Creek Investment Management logo

    Black Creek Investment Management

    Black Creek focuses on identifying winning businesses that are capturing market share.

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  • Cambridge Global Asset Management logo

    Cambridge Global Asset Management

    Cambridge focuses on absolute returns and downside protection with proper manager-client alignment.

    Learn more

  • Marret Asset Management logo

    Marret Asset Management

    Marret is an alternative fixed income manager specializing in investment grade and high-yield corporate debt.

    Learn more

  • Picton Mahoney Asset Management logo

    Picton Mahoney Asset Management

    Picton Mahoney pioneered, and continues to focus on, momentum-based investment strategies and true style diversification.

    Learn more

  • Sentry Investment Management logo

    Sentry Investment Management

    Sentry places a premium on risk management, aiming to provide a calmer path to wealth creation.

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  • Signature Global Asset Management logo

    Signature Global Asset Management

    Signature’s fundamental specialist model of over 50 investment professionals results in expert asset class coverage.

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Learn more about CI Private Pools

We believe strongly in the value of sound financial advice. Speak to a trusted advisor about how CI’s investment solutions can help you achieve your financial goals.

If you don’t have a financial advisor you may want to review: Why should I invest with a financial advisor?

Advisors, please contact your CI Sales Team representative to learn more.


Important Disclaimers

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

This communication is provided as a general source of information and should not be considered personal, legal, accounting, tax or investment advice, or an offer or a solicitation to buy or sell securities. Every effort has been made to ensure that the material contained in this document is accurate at the time of publication.  Market conditions may change which may impact the information contained in this document. All charts and illustrations in this document are for illustrative purposes only. They are not intended to predict or project investment results. Individuals should seek the advice of professionals, as appropriate, regarding any particular investment. Investors should consult their professional advisors prior to implementing any changes to their investment strategies.

Certain statements in this document are forward-looking. Forward-looking statements (“FLS”) are statements that are predictive in nature, depend upon or refer to future events or conditions, or that include words such as “may,” “will,” “should,” “could,” “expect,” “anticipate,” “intend,” “plan,” “believe,” or “estimate,” or other similar expressions. Statements that look forward in time or include anything other than historical information are subject to risks and uncertainties, and actual results, actions or events could differ materially from those set forth in the FLS. FLS are not guarantees of future performance and are by their nature based on numerous assumptions. Although the FLS contained herein are based upon what CI Global Asset Management believes to be reasonable assumptions, CI Global Asset Management cannot assure that actual results will be consistent with these FLS. The reader is cautioned to consider the FLS carefully and not to place undue reliance on FLS. Unless required by applicable law, it is not undertaken, and specifically disclaimed that there is any intention or obligation to update or revise FLS, whether as a result of new information, future events or otherwise.

Cambridge Global Asset Management, Signature Global Asset Management and Sentry Investment Management are each a division of CI Global Asset Management Certain funds associated with Cambridge Global Asset Management and Signature Global Asset Management are sub-advised by CI Global Investments Inc., a firm registered with the U.S. Securities and Exchange Commission and an affiliate of CI Global Asset Management  Altrinsic Global Advisors, Black Creek Investment Management Inc., Marret Asset Management Inc. and Picton Mahoney Asset Management are portfolio sub-advisors to certain funds offered and managed by CI Global Asset Management  Marret Asset Management Inc is a majority owned subsidiary of CI Financial Corp. and an affiliate of CI Global Asset Management CI Financial Corp. holds a minority interest in Altrinsic Global Advisors, LLC.

CI Global Asset Management® and the CI Global Asset Management design are registered trademarks of CI Global Asset Management “Trusted Partner in WealthTM” and CI Private PoolsTM are trademarks of CI Global Asset Management

©CI Global Asset Management 2020. All rights reserved.

Published May 27, 2020