Our talented team at CI Multi-Asset Management brings together a selection of investment managers chosen for their track record and for the value we believe they add to your portfolios.

The effectiveness of your asset mix – the primary determinant of your investment success – depends on how well the investments themselves are managed. With so many choices, identifying the best combination of managers is a challenging task – not to mention making sure that they continue to operate with discipline and effectiveness.

We offer a solution. The mandate is straightforward: to choose managers with strong track records for each asset class, and to ensure that these managers continue to be the best choice over time.

Finding great managers.As an investor, you need to know

that the professionals managing your money are among the best.

Investment ManagersI

Investment Managers

1832 Asset Management is one of Canada’s largest asset managers, deploying traditional and innovative strategies to deliver investment excellence on behalf of retail, institutional and private client investors.

CBRE Global Investors is a leading real asset investment manager. The firm provides access to real estate and infrastructure using a range of investment solutions including equity and debt, direct and indirect, and listed and unlisted strategies. CBRE Global Investors is part of CBRE Group Inc.

Black Creek Investment Management is led by its founder and chairman, Bill Kanko and Richard Jenkins respectively. Black Creek pursues an equity mandate with no restrictions on finding the best businesses in the world. They are driven by identifying proprietary ideas and global businesses that will perform well over the long term.

Altrinsic Global Advisors follows a fundamental value approach to seek out high-quality undervalued companies worldwide. Founded by John Hock and associates, Altrinsic is based in Greenwich Connecticut.

CI Multi-Asset Management, led by Chief Investment Officer Alfred Lam, oversees CI’s managed solutions. The team’s philosophy is centred on delivering predictable outcomes for investors by utilizing a full set of asset classes while adding value and managing risk through multiple factors.

Cambridge Global Asset Management*, a division of CI Investments, is led by Chief Investment Officer Brandon Snow. The team invests in companies building long-term economic value. Cambridge Global Asset Management has offices in Boston and Toronto.

Cohen & Steers Capital Management, based in New York, specializes in the management of real estate securities portfolios. Founded in 1986 by Martin Cohen and Robert H. Steers, the company was the first in the U.S. to focus on real estate securities. Today, the company is recognized as an industry leader and innovator.

DoubleLine Capital LP (“DoubleLine”) is an independent, employee-owned investment management firm investing across a wide array of investment strategies. The firm’s fixed-income portfolio management team averages 23 years of industry experience and 17 years of working together and have managed fixed income portfolios through numerous credit and market cycles.

Epoch Investment Partners is an investment management firm founded by Wall Street veteran William Priest and associates. Epoch uses a value-based approach that focuses on companies with superior shareholder yield.

Harbour Advisors, a division of CI Investments, is led by Chief Investment Officer and Senior Portfolio Manager, Peter Hofstra. Harbour’s approach entails buying high-quality businesses at a sensible price, and following a patient, long-term outlook.

Lawrence Park Asset Management is a Toronto-based independent investment management firm dedicated to creating alternative fixed income and credit products. The Lawrence Park team, led by Andrew Torres, offers a unique approach to fixed-income investing aimed at enhancing yield and reducing volatility.

Marret Asset Management focuses on fixed-income investing and alternative strategies on behalf of institutional, high net worth and retail clients. Founded in 2001, the Toronto-based firm is led by Paul Sandhu, President and Chief Executive Officer.

*Certain funds associated with Cambridge Global Asset Management and Signature Global Asset Management are sub-advised by CI Global Investments Inc., a firm registered with the U.S. Securities and Exchange Commission and an affiliate of CI Investments Inc.Private Client Managed Portfolios are made available to accredited investors through Assante Private Client, a division of CI Private Counsel LP. The pools used in the Private Client Managed Portfolios are managed by CI Investments Inc., an affiliate of CI Private Counsel LP. Commissions, trailing commissions, management fees and expenses may all be associated with investments in Private Client Managed Portfolios and the use of other services. The pools used in the Private Client Managed Portfolios are not guaranteed, their values change frequently and past performance may not be repeated. Please consult your advisor before investing. Assante Private Client, the Assante Private Client design, Sentry Investment Management and the Sentry Investment Management design, Signature Global Asset Management and the Signature Global Asset Management design, Cambridge Global Asset Management, CI Multi-Asset Management and the CI Multi-Asset Management design, Harbour Advisors, Harbour Funds, or Harbour Mutual Funds and any related designs are registered and unregistered trademarks of CI Investments Inc., its subsidiaries or affiliated entities. All other marks are the property of their respective owners.

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Picton Mahoney Asset Management is led by David Picton and uses quantitative analysis as the foundation of its approach. The firm is known for its innovative products and focus on strong risk-adjusted returns.

QV Investors is a Calgary-based, employee-owned portfolio management firm that serves individual and institutional investors. The team follows a value-based approach in which it seeks companies with better returns and lower valuations than those of the market. The firm is led by Chief Investment Officer Joe Jugovic.

Signature Global Asset Management, a division of CI Investments Inc., is among the largest portfolio management teams in Canada, managing a full range of global and Canadian income, equity and balanced mandates. Signature is led by Senior Vice-President and Chief Investment Officer Eric Bushell.

Wellington Management Company of Boston was founded in 1928 and provides investment management services to many of the world’s leading public and private institutions. The firm is led by Vice-President and Equity Portfolio Manager Mammen Chally.