CI Investments
CI Investments, operating as CI Global Asset Management, is one of Canada's largest investment management firms, offering mutual funds, ETFs, alternatives, and managed solutions to retail investors, financial advisors, and institutional clients across Canada.
- Company typePrivate
- Founded1965
- HeadquartersToronto, Canada
- Headcount1–10
- GTM typeB2C
- OfferingServices
What CI Investments does
CI Investments Inc., operating as CI Global Asset Management (CI GAM), is one of Canada's largest investment management companies and a wholly-owned subsidiary of publicly traded CI Financial Corp. (TSX: CIX). Founded in 1965 and headquartered at 15 York Street in Toronto, CI GAM operates with 100+ investment professionals managing a multi-vehicle product platform that includes mutual funds, exchange-traded funds, liquid alternatives, private pools, segregated funds, managed solutions, and institutional mandates. The firm serves retail investors primarily through the Canadian financial-advisor channel, institutional clients through a dedicated institutional asset management division, and advisors via the AdvisorOnline portal and InvestorOnline for direct retail account access.
The company's go-to-market is sales-led and advisor-distributed, with revenue generated through recurring management fees on assets under management across multiple fund series and vehicle types. CI GAM manages approximately $23 billion in ETF AUM as of December 31, 2025, and the broader fund complex spans asset allocation, Canadian and U.S. equity, international and global equity, small-mid cap equity, sector equity, fixed income, multi-asset, and alternatives strategies. Distribution and capability breadth are reinforced by an extensive strategic-partner network — including Invesco, Forge First, Auspice, Galaxy Digital, Marret, Black Creek, PICTON, Altrinsic, Munro, and DoubleLine — providing white-label and sub-advisory access to specialized strategies.
The business is in an active consolidation and product-expansion phase. In December 2025, CI GAM completed the acquisition of Forge First Asset Management to deepen its alternatives lineup, and in January 2026 it signed a definitive agreement to acquire Invesco Canada's retail mutual funds and ETFs business, bringing approximately C$26 billion in additional AUM under management agreements and long-term sub-advisory arrangements. In February 2026, CI GAM launched two new asset allocation ETFs (CBAP and CEQP) on the TSX with a 0% management fee promotional offer through June 30, 2026. The firm has been recognized with 27 FundGrade A+ Awards for 2025 and 15 LSEG Lipper Fund Awards for the third consecutive year, the most individual awards received by any company in the Canadian fund industry.
CI Investments firmographics
Firmographics- Name
- CI Investments
- Legal name
- CI Investments Inc.
- Website
- https://ci.com
- Company type
- Private
- Founded year
- 1965
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- CI Investments, operating as CI Global Asset Management, is one of Canada's largest investment management firms, offering mutual funds, ETFs, alternatives, and managed solutions to retail investors, financial advisors, and institutional clients across Canada.
- Ownership category
- akta.pro rank
CI Investments industry classification
Industry- Product category
- Investment Management
- NAICS
- Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- ESG Integration / Responsible Investment Funds (Broad ESG) (FSANAJAL)
- akta.pro secondary industries
- Sustainable/ESG Equity (Active) (FSAAAIAM), Index Mutual Funds (Non-ETF) (FSAAAEAE)
Keywords
Where CI Investments is headquartered
LocationHeadquarters
- HQ city
- Toronto
- HQ country
- Canada
- HQ region
- North America
Offices1 record
Markets served
CI Investments business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
Revenue model
- Mutual Fund Management: Management fees charged on mutual fund assets under management across multiple fund series and classes
- ETF Management: Management fees on exchange-traded fund assets. CI GAM manages approximately $23 billion in ETF assets as of December 31, 2025
- Alternative Investments: Fees from liquid alternative investments, private market investments, and digital asset products
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | New Asset Allocation ETFs with promotional pricing |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels7 records
CI Investments product offering
Product offeringCore offering
CI Global Asset Management (CI GAM) manages and distributes investment funds across traditional and alternative strategies through multiple vehicles, including mutual funds, exchange-traded funds, managed solutions, private pools, segregated funds, and institutional mandates. The firm serves individual investors via financial advisors and provides institutional asset management mandates, with expertise spanning Canadian and U.S. equities, international and global equities, small-mid cap, sector, fixed income, asset allocation, multi-asset, liquid alternatives, private markets, digital assets, and ESG strategies.
Product overview
CI Global Asset Management operates as one of Canada's largest investment management companies with a modern, multi-platform approach offering traditional and alternative investment strategies. The core product lineup includes Mutual Funds and Exchange-Traded Funds (ETFs) as primary vehicles, supplemented by Liquid Alternatives, Private Market Investments, Digital Assets (cryptocurrency), Tax-Efficient Solutions, ESG Solutions, Managed Solutions, Private Pools, High Net Worth Solutions, and Segregated Funds. Recent additions include the February 2026 launches of CI Balanced+ Asset Allocation ETF Fund (CBAP) and CI Equity+ Asset Allocation ETF Fund (CEQP) featuring 0% management fees until June 30, 2026. The company delivers investment capabilities through multiple channels including Canadian & U.S. Equity, International & Global Equity, Small-Mid Cap Equity, Sector Equity, Fixed Income, Asset Allocation, and Multi-Asset strategies. Distribution occurs through advisor platforms (AdvisorOnline portal) and direct investor access (InvestorOnline portal), with approximately $23 billion in ETF assets under management as of December 31, 2025.
Differentiator
Problem solved
Functional benefit
Brands
- CI GAM ETFs: Exchange-traded funds offered by CI Global Asset Management
- CI Global Income & Growth Fund
- CI Balanced+ Asset Allocation ETF Fund
- CI Equity+ Asset Allocation ETF Fund
Products and services
- Mutual Funds A broad range of traditional and alternative investment mutual funds available in multiple series and currency options for retail and institutional investors across Canada.
- Exchange-Traded Funds (ETFs) Canadian-listed ETFs offering exposure to various asset classes including equities, fixed income, and multi-asset strategies, with approximately $23 billion in ETF assets under management as of December 31, 2025.
- CI Balanced+ Asset Allocation ETF Fund (TSX: CBAP) Asset allocation ETF combining equity and fixed income exposure with gold allocations, launched February 2026 with a promotional 0% management fee until June 30, 2026.
- CI Equity+ Asset Allocation ETF Fund (TSX: CEQP) Asset allocation ETF providing equity-focused exposure combined with fixed income and gold allocations, launched February 2026 with a promotional 0% management fee until June 30, 2026.
- CI Global Income & Growth Fund Featured flagship global income and growth fund combining dividend-paying equities with fixed income for balanced income and growth.
- Liquid Alternatives Alternative investment strategies providing liquidity similar to traditional funds, including hedge fund-style strategies accessible to a broader investor base.
- Private Market Investments Access to private equity, private credit, and other private market opportunities for qualified investors seeking alternatives to public markets.
- Digital Assets Investment solutions providing exposure to cryptocurrency and digital asset markets for investors seeking exposure to this emerging asset class.
- Segregated Funds Contract-based insurance investment products providing growth potential with estate and creditor protection benefits.
- Private Pools Pooled investment vehicles designed for accredited investors seeking access to specialized investment strategies with reduced regulatory requirements.
- Managed Solutions Professionally managed investment portfolios offering model-based or discretionary management for advisors and their clients.
- High Net Worth Solutions Specialized investment programs and concierge services tailored for high-net-worth individuals and families.
Quantifiable outcome
- One of Canada's largest ETF providers with $23 billion in ETF assets under management
- +1 more outcomes
Companies that use CI Investments
Customer profileNamed customers1 record
Segments3 records
Ideal customer profiles2 records
CI Investments technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
CI Investments partnerships and signals
Strategic signalPartnerships
Eleven partnerships are on record, tiered core and minor.
- InvescocoreCI Global Asset Management became the manager of Invesco Canada's retail mutual funds and exchange-traded funds through acquisition. CI Investments Inc. acquired the management agreements related to Invesco's Canadian fund business. Combined AUM of approximately $26 billion. CI GAM will also provide sub-advisory services for certain funds.
- Forge First Asset ManagementcoreCI GAM acquired Forge First Asset Management Inc., expanding its lineup of alternative investments. Forge First continues its current operations and fund strategies while benefiting from CI GAM's distribution, marketing, and research capabilities.
- InvescominorStrategic partnership under CI GAM's strategic partnerships section, with Invesco continuing as sub-advisor for certain Canadian-listed ETFs following the acquisition.
- Auspice Capital AdvisorsminorStrategic partnership for alternative investment strategies
- Galaxy Digital Capital Management LPminorStrategic partnership for digital asset investment strategies
- Marret Asset ManagementminorMarret is now part of CI GAM, offering fixed income and alternative credit strategies
- Black Creek Investment ManagementminorStrategic partnership for investment management services
- Picton InvestmentsminorStrategic partnership for alternative investments
- Altrinsic Global AdvisorsminorStrategic partnership for global equity strategies
- Munro PartnersminorStrategic partnership for global equity investment strategies
- DoubleLineminorStrategic partnership for fixed income strategies
Scale indicators5 records
Recent moves6 records
Expansion highlights5 records
CI Investments competitors and assessment
Company assessmentDirect peers
- Mackenzie Investments: Mackenzie is one of Canada's largest asset managers offering mutual funds, ETFs, and alternative strategies through advisor and institutional channels — directly comparable to CI GAM in product breadth, distribution model, and target market.
- Fidelity Canada: Fidelity Canada offers a comparable suite of mutual funds, ETFs, and institutional products through Canadian financial advisors — competing head-to-head with CI GAM for advisor wallet share and retail investor flows.
- BMO Global Asset Management: BMO GAM is a major Canadian asset manager with strong ETF (BMO ETF) and mutual fund franchises distributed through bank-owned advisors — a direct competitor in product and channel structure.
- RBC Global Asset Management: RBC GAM is one of the largest Canadian asset managers offering mutual funds, ETFs (RBC iShares), and institutional mandates — directly comparable scale and product breadth, with the additional backing of RBC distribution.
- Manulife Investment Management: Manulife IM offers mutual funds, ETFs, segregated funds, and institutional asset management in Canada with a similar multi-channel distribution model — a large incumbent peer with comparable product breadth.
- AGF Management: AGF is a Canadian-focused asset manager offering mutual funds, ETFs, and institutional strategies — a smaller but directly comparable peer competing for advisor distribution and retail flows.
Broad incumbents
- Vanguard Canada: Vanguard is a global low-cost ETF and mutual fund leader whose Canadian operations compete directly with CI GAM in the passive/ETF segment — a broad incumbent driving the fee compression that pressures the entire Canadian market.
- iShares by BlackRock (Canada): iShares is the largest ETF franchise globally with significant Canadian presence — competing with CI GAM's $23B ETF book across virtually every asset class and segment.
Emerging players
- Purpose Investments: Purpose is a fast-growing Canadian asset manager known for innovation in crypto, covered-call, and yield ETFs — an emerging player whose product innovation overlaps with CI GAM's liquid alternatives and digital asset strategies.
- Evolve Funds Group: Evolve is a Canadian ETF issuer specializing in thematic, innovation, and digital asset funds — an emerging player competing in the same modern, alternative, and crypto-adjacent product categories that CI GAM is prioritizing.
Market position
Weaknesses1 record
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
CI Investments social profiles
Digital presenceCI Investments financial estimates
Financial estimateRevenue estimate
Valuation estimate
CI Investments leadership team
Management profileNumber of profiles
Profiles2 records
CI Investments subsidiaries and ownership
Company hierarchySubsidiaries2 records
CI Investments funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
CI Investments M&A and investment
M&A and investmentM&A
Investments3 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about CI Investments
What does CI Investments do?
CI Global Asset Management (CI GAM) manages and distributes investment funds across traditional and alternative strategies through multiple vehicles, including mutual funds, exchange-traded funds, managed solutions, private pools, segregated funds, and institutional mandates. The firm serves individual investors via financial advisors and provides institutional asset management mandates, with expertise spanning Canadian and U.S. equities, international and global equities, small-mid cap, sector, fixed income, asset allocation, multi-asset, liquid alternatives, private markets, digital assets, and ESG strategies.
Is CI Investments a public or private company?
CI Investments is a private company. It is classified as corporate owned and is currently operating.
When was CI Investments founded?
CI Investments was founded in 1965. It employs 1 to 10 people.
Where is CI Investments based?
CI Investments is headquartered in Toronto, Canada, in the North America region.
How does CI Investments make money?
Three revenue lines are on record. Mutual Fund Management is the primary driver. The others are ETF Management and alternative Investments.
Who are CI Investments's main competitors?
Direct peers on record are Mackenzie Investments, Fidelity Canada, BMO Global Asset Management, RBC Global Asset Management, Manulife Investment Management and AGF Management. Broad incumbents are Vanguard Canada and iShares by BlackRock (Canada). Emerging players are Purpose Investments and Evolve Funds Group.
Does CI Investments have an API?
No public API is recorded for CI Investments.
What industry is CI Investments in?
CI Investments's product category is Investment Management. Its primary akta.pro industry code is FSANAJAL, ESG Integration / Responsible Investment Funds (Broad ESG), with a secondary code of FSAAAIAM, Sustainable/ESG Equity (Active). Its NAICS code is 523940 and its SIC code is 6282.