CI Financial strives to operate with responsibility and integrity, from the management of our funds to the conduct of all aspects of our business. We are committed to treating our employees and business partners with respect and consideration, to supporting communities across Canada, and to reducing our impact on the environment. This section highlights some of CI’s efforts and achievements in these areas. Please see the Corporate Governance section for details of our governance policies.
Each year, CI is rated on its environment, social and governance performance by various research firms. In 2018, CI was once again rated as an outperformer in the area of governance within the diversified financials sector group by research firm Sustainalytics.
As a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI), CI Global Asset Management believes that responsible investing plays a role in achieving the best possible risk-adjusted returns for our funds.
CI Global Asset Management has a formal Responsible Investment Policy that addresses the integration of environmental, social and governance (ESG) factors into the investment decision-making process.
In addition, in recognition of the prohibitions contained within the United Nations Anti-Personnel Landmines Convention and the United Nations Convention on Cluster Munitions, CI Global Asset Management will not knowingly directly invest in companies associated with the production, use or distribution of such weapons
CI Global Asset Management’s responsible investment program includes our in-house investment teams, as well as CI Direct Investing. Approximately 70% of CI Investments’ assets under management are now covered by our Responsible Investment Policy.
CI is deeply committed to fostering an inclusive workplace that values diversity and provides all employees with the opportunity to develop their key strengths in a supportive environment. In July 2020, CI Financial was certified as a Great Place to Work, a Canada-wide survey program that recognizes companies where employees exhibit a high level of trust in their employer, pride in their work and camaraderie with colleagues. This section outlines some of the initiatives designed to support the employee experience at CI:
CI is committed to supporting communities across Canada and to being a good corporate citizen. In 2019, we contributed over $800,000 through company and employee donations.
We also proudly continued with our Ray Day Program, which allows CI employees to dedicate one workday of the year to volunteer and support a cause of their choice. This program was named in memory of CI’s former Chairman and CEO Ray Chang, who was well-known for his commitment to philanthropy.
CI was a Premium Sponsor of SickKids GetLoud, a campaign to help build a new SickKids Hospital in Toronto.
CI served as a Platinum Sponsor of Toronto Taste, an annual Second Harvest event that supports its mission to feed families, support communities and protect the environment. Throughout the year, CI employees also raised enough money to provide 23,000 meals for those in need.
CI is proud to partner with Wilfrid Laurier University in preparing Canada’s next generation of financial managers and to provide support for the “Building Canada’s Best Business School” fundraising campaign. In 2019, CI donated $50,000 as part of a larger $500,000 commitment to supporting the finance program at the Lazaridis School of Business and Economics and to establishing the CI Financial Finance Lab.
CI continued to support the Children’s Aid Foundation of Canada in 2019, raising money for post-secondary scholarships. These scholarships were funded by donations from CI’s leadership team and were given to young people who are living in, or have recently left, the care of the child welfare system.
CI has been a supporter of the organization since 2008. Contributions contribute to cutting-edge research, proactive advocacy and innovative solutions that will deliver better health outcomes for people affected by arthritis.
2 Queen Street East,
Douglas J. Jamieson
Executive Vice-President, Finance
and Chief Financial Officer
Computershare Investor Services
100 University Avenue,