Mr. Murray Oxby reports
CI GLOBAL ASSET MANAGEMENT EXPANDS PRIVATE POOL LINEUP WITH SIX NEW MANDATES
CI Financial Corp.'s CI Global Asset Management (CI GAM) today launched six new mandates within its popular CI private pools lineup of investment solutions -- including three dual-series pools that are also available as ETFs (exchange-traded funds).
The following mandates are now available in Series A, Series F and Series I, and in the ETF series, noted below:
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CI Global Dividend Private Pool: The pool has now closed its initial offering of ETF Canadian-dollar series units, which began trading today on the Toronto Stock Exchange under the ticker CGDI.
- CI U.S. Monthly Income Private Pool: The pool has now closed its initial offering of ETF Canadian-dollar series units and ETF U.S.-dollar hedged series units, which began trading today on the TSX under the tickers CUIG and CUIG.U,
respectively.
- CI U.S. Small/Mid Cap Equity Private Pool: The pool has now closed its initial offering of ETF Canadian-dollar series units, which began trading today on the TSX under the ticker CSMD.
The following mandates are now available in Series A, Series F and Series I:
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CI Canadian Income & Growth Private Pool;
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CI Select Canadian Equity Private Pool;
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CI U.S. Stock Selection Private Pool.
CI private pools are focused investment strategies with a competitive flat-fee structure. The lineup now includes 22 private pools, with mandates spanning a variety of asset classes, geographic regions and investment styles. Eight private pools are also available in ETF series, trading on the TSX.
"The CI private pools are actively managed, high-conviction portfolios that deliver the deep asset class and equity sector expertise of our investment management teams," said Jennifer Sinopoli, executive vice-president and head of distribution for CI GAM. "Today's launches expand our selection of equity and balanced private pools, giving advisers enhanced choice and flexibility in building portfolios tailored to each client's requirements.
"We're also adding three compelling mandates to our ETF lineup, demonstrating our commitment to building one of Canada's most comprehensive selections of investment solutions," Ms. Sinopoli said.
CI GAM is one of Canada's largest ETF providers with approximately $23-billion in ETF assets under management (as at July 31, 2025) and a lineup of 87 ETF strategies.
The private pools launched today are all managed by the CI GAM investment team and have the following investment objectives.
CI Canadian Income & Growth Private Pool: The pool's investment objective is to generate income and long-term capital growth by investing, directly or indirectly, in a diversified portfolio of securities composed mainly of equity, equity-related and fixed-income securities of Canadian issuers. The pool may also invest in foreign securities.
CI Global Dividend Private Pool: The pool's investment objective is to provide investors with a combination of income and capital appreciation by investing primarily in a portfolio of dividend-paying global equity securities.
CI Select Canadian Equity Private Pool: The pool's investment objective is to provide long-term capital growth by investing primarily in common shares, convertible securities and preferred shares of Canadian companies that pay regular income.
CI U.S. Monthly Income Private Pool: The pool's investment objective is to generate income and long-term capital growth by investing primarily in a combination of equity and fixed-income securities located in the United States.
CI U.S. Small/Mid Cap Equity Private Pool: The pool's objective is to provide long-term capital growth by investing primarily in equity or equity-related securities of small- and medium-capitalization companies located in the U.S.
CI U.S. Stock Selection Private Pool: The pool's investment objective is to provide long-term capital growth by investing primarily in large-cap U.S. equity and equity-related securities.
About CI Global Asset Management
CI GAM is one of Canada's largest investment management companies. It offers a wide range of investment products and services. CI GAM is a subsidiary of CI Financial, an integrated global asset and wealth management company with approximately $550.9-billion in assets as at June 30, 2025.
The CI ETFs are managed by CI Global Asset Management, a wholly owned subsidiary of CI Financial. CI Global Asset Management is a registered business name of CI Investments Inc.
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