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Portfolio Disclosures

We offer portfolios managed directly by CI Direct Investing and by sub advisors, including portfolios managed by our affiliate, CI Global Asset Management (CI GAM). CI Global Asset Management is a registered business name of CI Investments Inc. For reference, you can view the portfolio of your account on the account page accessible from your client dashboard.

All portfolios are managed by CI Direct Investing, unless otherwise listed below.

Portfolio
Portfolio Manager
  • Safety
  • Conservative
  • Balanced
  • Growth
  • Aggressive
Currently: CI Global Asset Management (CI GAM), an affiliate of CI Direct Investing
ETF Portfolios with Cleantech add-on:
  • Safety +Cleantech
  • Conservative +Cleantech
  • Balanced +Cleantech
  • Growth +Cleantech
  • Aggressive +Cleantech
Currently: CI Global Asset Management (CI GAM), an affiliate of CI Direct Investing

More information on how we address the conflicts of interest inherent in offering CI GAM portfolios and CI GAM investment funds can be found in our Conflicts of Interest Disclosure.

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