ABOUT 1.3 MILLION CANADIANS TRUST US TO HELP REALIZE THEIR FINANCIAL GOALS
CI Global Asset Management has been managing money on behalf of Canadian investors since 1965
In 1981, CI Investments Inc. entered the global fund arena with the introduction of CI Pacific Fund – one of the first funds in Canada devoted to Asian markets. The company became known for its expertise in foreign funds and adopted the name Canadian International Fund Management.
Over the years, CI expanded its lineup of funds to provide investors with an increasingly comprehensive offering of Canadian, global and industry funds. This growth was guided by a strategy of seeking the best available portfolio managers.
CI is a leader in innovation
The company was, for example, the first to offer tax-efficient funds with the introduction of CI Corporate Class. CI also was a leader in introducing industry funds and was the first mutual fund company to partner with an insurance company to offer segregated funds.
In November 2020, CI adopted the name CI Global Asset Management ("CI GAM") to reflect its diverse lineup of investment options, including mutual funds, segregated funds, asset allocation programs, structured products and other alternative investments.
DETAILED OVERSIGHT OF THE FUNDS
CI GAM has dedicated specialists and a wide-ranging set of policies and procedures in place to ensure the good governance of its funds and to provide oversight of their portfolio management activities. These include:
- CI GAM | Multi-Asset Management, an experienced team of investment experts who monitor the portfolio managers and the funds’ portfolios to ensure they are adhering to their mandates and performing within expectations. This group also assisted in the design of CI GAM's managed solutions - CI Portfolio Series and CI Portfolio Select Series - and plays a key role in maintaining these programs.
- The Compliance Department, whose duties include monitoring trading activities by the funds' portfolio managers.
- The Independent Review Committee (IRC) of the CI GAM Investment Funds acts as an independent governance body of all CI GAM Investment Funds, providing independent oversight and impartial judgment on conflicts of interest with a view to the best interests of the CI GAM Investment Funds and its investors. The IRC recommends the best course of action to achieve a fair and reasonable result on any conflict of interest issues, and CI GAM takes into account its recommendation in accordance with its fiduciary duty to the CI GAM Investment Funds. All of the members of the IRC are independent of CI GAM.
CORPORATE INFORMATION
Board of Directors of CI Investments Inc.
- Elsa Li, Director
- Marc-André Lewis, Director
- Yvette Zhang, Director
Corporate Auditors
- Ernst & Young LLP
Fund Auditors
- Ernst & Young LLP
CI INVESTMENTS INC. EXECUTIVES
Marc-André Lewis, PhD
President and Chief Investment Officer
As President and Chief Investment Officer, Mr. Lewis leads CI Global Asset Management and oversees the continued development of the firm’s integrated global investment platform.
Mr. Lewis has over 20 years of global investing experience and has held senior leadership positions at several organizations, including two of the world’s largest institutional investors. His diverse experience spans asset allocation, portfolio construction, risk management, public and private markets, and fundamental and quantitative strategies.
Prior to joining CI GAM in September 2021, Mr. Lewis was Head of Portfolio Construction at the Abu Dhabi Investment Authority (ADIA), one of the world’s largest sovereign wealth funds. His responsibilities included strategic asset allocation, quantitative research and alternative indexing activities, as well as sitting on the executive and tactical asset allocation committees for its Strategy and Planning Department.
Prior to ADIA, Mr. Lewis was Senior Vice-President and Deputy Chief Risk Officer at Caisse de dépôt et placement du Québec (CDPQ), where he led a team that analyzed and monitored the risks of both public and private investments in the CDPQ portfolio. He was also a member of the CDPQ asset allocation committee. Mr. Lewis’s previous positions also included Senior Vice-President, Risk Management – Fixed Income and Overlay Strategies at CDPQ and Senior Vice-President, Fixed Income at Natcan Investment Management, where he oversaw a team managing $16 billion in Canadian and global fixed-income assets.
He holds a PhD in theoretical physics from Pierre and Marie Curie University (now Sorbonne University), and an M.Sc. in theoretical physics and a B.Sc. in mathematics and physics from Université de Montréal.
Ethan Feldman
Chief Operating Officer
Jennifer Sinopoli
Executive Vice-President and Head of Distribution
Jennifer Sinopoli is Executive Vice-President, Head of Distribution for CI Global Asset Management and oversees the firm’s national distribution efforts for both the retail and institutional business. She brings extensive experience and deep knowledge of the asset management and wealth management industries to the role. Since joining CI GAM in 2006, she has held progressively senior positions at the firm, building a track record of developing and motivating successful high-performing teams and leading key strategic initiatives.
Jennifer was promoted to her current role in 2023 and has had a significant impact on the business. She has introduced a new strategic direction for CI GAM Distribution and spearheaded other initiatives, including a modernized structure for the sales team, the enhanced use of data analytics, and building out the ETF Strategy group.
As a key executive, Jennifer is also a lead contributor to the overall Canadian asset management strategy and collaborates with other decision makers across CI Financial to execute on the firm’s strategic priorities and drive growth for CI.
Her career experience includes a management position at RBC Dominion Securities, and roles based in Eastern Ontario as well as Toronto. She graduated from Syracuse University with a B.Sc. degree and holds an MBA from the University of Fredericton.
Jennifer may be reached at jsinopoli@ci.com.
Yvette Zhang
Chief Financial Officer
Elsa Li
Senior Vice-President, General Counsel and Secretary
Contact
CI Global Asset Management is a registered business name of CI Investments Inc. © CI Investments Inc. 2024. All rights reserved.