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.


Responsible Investing


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.

Core Components

  • Responsible Investment Policy

  • Investment Exclusions

  • Minimum ESG Ranking Criteria

  • Third-Party ESG Data

  • Dedicated Responsible Investment Team






Core Components arrow to Process
Core Components arrow to Process


  • Step 1: In-house portfolio managers have continual access to third-party ESG data
  • Step 2: Investment exclusions list provided to in-house portfolio managers & external investment sub-advisors on an ongoing basis
  • Step 3: In-house portfolio managers provided with customized ESG screens of portfolios with flagged holdings on an ongoing basis by CI’s Responsible Investment Team
  • Step 4: In-house portfolio managers review material flagged holdings and document findings
  • Step 5: Monitoring by CI’s compliance department
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Employee Development


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 provides extensive training and learning opportunities to its employees and supports those who pursue education and training on their own initiative. We invested almost $500,000 in employee development and training in 2019.

  • Our Women’s Mentoring Program sees high-potential women paired with a senior leader for 12 months. It boasts over 125 mentee graduates since inception and has been profiled as an industry best practice; our Women’s Mentoring Alumni Program continues the development of these mentees. CI built on the success of this program by launching MentorCity, an additional mentoring program open to men and women.

  • Our training initiatives give employees access to a variety of tools and resources to support skill development, including eLearning courses and classroom-based workshops. One example is our Ready to Lead Management Development Program, which has over 170 graduates since 2014. Once that program is completed, graduates have access to other opportunities to build on the foundation of their leadership skills, including the Leading with Confidence program for frontline managers.
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  • CI is also committed to the health and well-being of our employees. Our Wellness Program offers employees a range of activities focused on wellness in the workplace.

  • We continue to celebrate the contributions of long-serving employees through the CI Service Recognition Program. Employees are awarded “milestone days,” which are additional paid days off that are given out when they reach certain employment anniversaries with the company.

  • We provide opportunities for students to gain experience and exposure to the working world through our Summer Student Program. In 2019, we hired over 50 summer students, and 35 co-op students.
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Almost $500K invested in employee development and training

Over 125 mentor/mentee relationships

Over 50 summer students hired

Community Support


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.

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CI was a Premium Sponsor of SickKids GetLoud, a campaign to help build a new SickKids Hospital in Toronto.

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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.

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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.

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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.

Arthritis Society Logo

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.

Environmental Sustainability


Paper Consumption

  • In 2018, CI continued the delivery of electronic client materials and offered online availability of our proxy materials.

  • We continued to use paper certified under the Sustainable Forestry Initiative. This standard sets mandatory practice requirements for the responsible procurement of all fibre sourced directly from forests.

Waste Reduction

  • In 2018, CI continued the delivery of electronic client materials and offered online availability of our proxy materials.

  • We continued to use paper certified under the Sustainable Forestry Initiative. This standard sets mandatory practice requirements for the responsible procurement of all fibre sourced directly from forests.


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Jason Weyeneth, CFA


Investor Relations & Strategy 

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Murray Oxby


Corporate Communications

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