CI Global Asset Management

Name

CI Global Asset Management

Legal name

CI Investments Inc.

Website

https://cifinancial.com

Company type

Private

Founded year

1965

Operating status

Operating

Headcount range

501–1,000 employees

Ownership category

akta.pro rank

Product category

Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910)

SIC

Investment Advice (6282)

akta.pro primary industry

Global Equity (Active) (FSAAAIAD)

akta.pro secondary industries

International/Ex-U.S. Developed Equity (Active) (FSAAAIAE), Sustainable/ESG Equity (Active) (FSAAAIAM)

Keywords

• Mutual fund management
• Exchange-traded funds
• Asset management services
• Portfolio management
• Investment fund products

Headquarters

HQ city

Toronto

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Management Fees: CI GAM earns management fees based on assets under management (AUM). Fees vary by fund series - for CI Gold Bullion Fund, management fees range from 0.105% to 1.105% depending on the series (A, F, I, P). The firm manages approximately C$175 billion in total AUM, generating revenue proportionally to AUM levels.
2. ETF Trading Fees: Revenue generated from ETF investors paying brokerage fees when trading on exchanges, in addition to management fees embedded in ETF pricing.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels4 records

Core offering

CI Global Asset Management is the asset management subsidiary of CI Financial Corp, managing approximately C$175 billion in assets under management through a comprehensive platform of mutual funds and exchange-traded funds. The firm offers investment solutions across Canadian, U.S., international and global equities, fixed income, ESG strategies, options-based covered call income strategies, asset allocation portfolios, and physical gold bullion exposure. Products are distributed through licensed Canadian financial advisors and dealer firms as well as on the Toronto Stock Exchange and Cboe Canada for self-directed investors.

Product overview

CI Global Asset Management operates as one of Canada's largest investment fund companies with approximately C$175 billion in total assets under management. The company offers a comprehensive suite of exchange-traded funds (ETFs) and mutual funds spanning multiple asset classes and strategies, including: equity ETFs (U.S., international, global, ESG-focused), fixed income ETFs, covered call/options-based income ETFs, asset allocation ETFs combining equity, fixed income and gold exposures, and specialized commodity funds. Following the acquisition of Invesco Canada's fund business in June 2026, CI GAM expanded its portfolio to include 98 additional mutual funds and ETFs, rebranded under the CI AIMvest and CI Invesco banners, with Invesco continuing to sub-advise 61 of these funds through a strategic partnership. The company also distributes funds developed in partnership with third-party managers including Morgan Stanley Counterpoint Global and Avantis Investors.

Differentiator

Problem solved

Functional benefit

Brands

• CI Gold Bullion Fund: Mutual fund that invests in physical gold through CI Gold Bullion ETF, with gold stored in London vaults.
• CI Morningstar International Value Index ETF
• CI Balanced+ Asset Allocation ETF
• CI Equity+ Asset Allocation ETF

Products and services

• CI Balanced+ Asset Allocation ETF Fund (TSX: CBAP) Asset allocation ETF combining equity and fixed income exposure with gold allocations to provide diversified portfolio management through a single investment vehicle, listed on the Toronto Stock Exchange.
• CI Equity+ Asset Allocation ETF Fund (TSX: CEQP) Equity-focused asset allocation ETF combining equity exposure with gold allocations for diversified portfolio management, listed on the Toronto Stock Exchange.
• CI Gold Bullion Fund / CI Gold Bullion ETF Mutual fund and ETF that invests in physical gold bullion stored securely in London vaults, providing exposure to gold as an asset class with secure storage. Available in Series A, F, I, and P with management fees from 0.105% to 1.105%.
• CI Energy Giants Covered Call ETF/Fund Covered call ETF and mutual fund providing exposure to energy sector stocks while generating income through options writing strategies. Part of the AGFiQ income strategy suite.
• CI Gold+ Giants Covered Call ETF/Fund Covered call strategy fund combining gold-related equities with options-based income generation, part of the AGFiQ income strategy suite.
• CI Tech Giants Covered Call ETF/Fund Covered call ETF and mutual fund providing exposure to technology sector leaders while generating income through covered call strategies, part of the AGFiQ income strategy suite.
• CI Morningstar International Value Index ETF (VXM/VXM.B/VXM.U) International equity ETF tracking the Morningstar International Value Index, ranked number one in Morningstar's International Equity Category for 1, 5, and 10-year periods with a Five-Star Morningstar Rating. Available in CAD (VXM), USD (VXM.U), and hedged mutual fund formats.
• CI Fixed Income ETFs Exchange-traded funds providing fixed income exposure across various categories including ESG fixed income mandates, designed for income generation through diversified bond portfolios.
• CI Equity Income ETFs ETFs designed to generate income through equity investments, including low-volatility equity strategies for investors seeking yield-oriented equity exposure.
• CI ESG Equity ETFs Exchange-traded funds incorporating environmental, social, and governance criteria in equity selection for sustainability-focused investors.
• CI ICBCUBS S&P China 500 Index ETF (TSX: CHNA.B) ETF providing exposure to Chinese equities through the S&P China 500 Index, designed for investors seeking emerging market and China-specific equity allocation.
• AGFiQ ETFs Options-based ETFs formerly under Invesco Canada management, now under CI GAM, using covered call strategies to generate income for investors across multiple equity themes.
• CI AIMvest Funds Mutual funds formerly managed by Invesco Canada, rebranded under CI GAM following the acquisition of management agreements for 98 funds with approximately C$27 billion in AUM.
• CI Invesco ETFs ETFs formerly under Invesco Canada management, rebranded following CI GAM's acquisition of the Canadian fund business. Invesco affiliates continue to sub-advise 61 of the acquired funds under a long-term strategic partnership.
• Counterpoint Global CIBC ETFs ETFs developed in collaboration with Morgan Stanley Investment Management's Counterpoint Global team, offering global, international, and U.S. equity mandates.
• CI Investment-Grade Bond Funds Target maturity bond funds and laddered funds available in Series A, F, O, and ETF series, offering pre-built bond laddering through equally weighted portfolios spanning one to five-year maturities of Canadian dollar-denominated investment-grade corporate bonds.

Quantifiable outcome

• 54.2% one-year return for CI Morningstar International Value Index ETF (as of February 28, 2026)
• +3 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Four partnerships are on record, tiered core and minor.

• Invesco Ltd. / Invesco CanadacoreStrategic or Co-development Partner · 1 June 2026Long-term strategic partnership where Invesco affiliates continue to sub-advise 61 funds worth approximately C$13 billion following CI GAM's acquisition of Invesco Canada's fund business. Invesco Canada sold management agreements for 98 funds with approximately C$27 billion in AUM to CI GAM.
• CIBC Global Asset ManagementminorStrategic or Co-development Partner · 29 April 2026CIBC GAM announced expansion of CIBC Investment Grade Bond Funds lineup. While not a direct partnership with CI GAM, CIBC GAM manages $398 billion in AUM and competes in the same Canadian asset management space.
• Gold Storage (London Vault)minorOthers · 21 April 2026CI Gold Bullion Fund invests in physical gold stored in London vaults, indicating a custody/storage partnership for gold holdings.
• MorningstarcoreTechnology or Integration · 7 April 2026CI GAM licenses the Morningstar International Value Index for its CI Morningstar International Value Index ETF (VXM), which ranks number one in Morningstar's International Equity Category across all mutual funds and ETFs for 1, 5, and 10-year periods.

Scale indicators6 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Mackenzie Investments: One of Canada's largest independent asset managers offering a broad lineup of mutual funds and ETFs across equity, fixed income, and balanced mandates. Directly comparable product mix, distribution model, and Canadian retail/institutional focus.
• IG Wealth Management (Investors Group): Canadian wealth and asset management firm distributing mutual funds and ETFs through a large advisor network under parent IGM Financial. Comparable advisor-channel distribution and product breadth in Canada.
• Fidelity Canada: Canadian arm of Fidelity Investments offering mutual funds, ETFs, and managed portfolios across active and passive strategies. Competes head-to-head in Canadian retail mutual fund and ETF shelf space.
• BMO Global Asset Management: Canadian bank-owned asset manager (BMO) with a deep mutual fund and ETF lineup (including the BMO ETF suite). Similar advisor-channel distribution and similar active equity, fixed income, and asset-allocation offerings.
• RBC Global Asset Management: Royal Bank of Canada's asset management arm, one of the largest Canadian fund managers by AUM. Directly comparable product breadth across mutual funds and ETFs in the Canadian advisor channel.
• TD Asset Management: TD Bank's Canadian asset management business with mutual funds and ETFs distributed through TD and the advisor channel. Comparable active management lineup and Canadian distribution.
• Manulife Investment Management: Manulife's global asset management business with significant Canadian retail fund and ETF operations. Competes in similar active equity, fixed income, and balanced product categories.
• Dynamic Funds (Scotia): Bank of Nova Scotia's Canadian retail asset management brand offering mutual funds and ETFs. Comparable advisor-channel distribution and similar active product lineup in Canada.
• Invesco Ltd. Global asset manager whose Canadian fund business CI GAM acquired in 2026; Invesco continues as sub-advisor on 61 acquired funds. Still a global peer competing for Canadian advisor shelf space through its remaining non-Canada products.

Broad incumbents

• BlackRock (iShares): World's largest asset manager and the dominant global ETF franchise through iShares. Competes for ETF shelf space and flows in Canada but at vastly greater global scale and with a primarily passive lineup.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/ci-global-asset-management

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A2 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about CI Global Asset Management