Overview of CI Institutional Asset Management

CI Institutional Asset Management (CIIAM) is a division of CI Investments Inc., one of Canada's largest investment managers. As at Mar. 31, 2020, CIIAM has approximately $13 billion in assets and offers a full suite of investment management solutions for institutional clients, including leading financial intermediaries, pension funds, First Nations, endowments, foundations and corporations.

CIIAM operates as a multi-boutique firm, providing clients with access to a range of portfolio management teams offering balanced, direct global real estate, fixed income, domestic and global equity capabilities. Institutional clients have access to institutional mutual fund strategies, pooled fund strategies and segregated account management.

In addition, CIIAM has a dedicated team of institutional investment professionals focused on client service and business development.

Responsible Investing Policy

CI Investments Inc. became a signatory to the United Nations-supported Principles for Responsible Investing (UNPRI) in 2017. CI Investments believes that responsible investing plays a role in achieving the best possible risk-adjusted returns for our funds. CI Investments has a formal Responsible Investment Policy that addresses the integration of environmental, social, governance (ESG) factors into the investment decision-making process. While CI Investments does not normally exclude specific sectors or companies from investment, there is an exception. In recognition of the prohibitions contained within the United Nations Anti-Personnel Landmines Convention and the United Nations Convention on Cluster Munitions, CI Investments will not knowingly directly invest in companies associated with the production, use or distribution of such weapons. This restriction applies to all actively managed funds where CI Investments directly controls the investment strategy of the fund, including those that are sub-advised.

In early 2019, CI Investments expanded our responsible investment program to include our Sentry Investment Management team, as well as CI First Asset Investment Management. With four in-house teams – Signature Global Asset Management, Cambridge Global Asset Management, Harbour Advisors and CI Multi-Asset Management – already following responsible investing principles, approximately 70% of CI Investments’ assets under management are now covered by the CI Responsible Investment Policy.


Portfolio Management Expertise

Signature Global Asset Management Cambridge Advisors

CI LifeCycle Portfolios


Awards

1Morningstar Awards © Morningstar Inc. All Rights Reserved.

News and Announcements

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