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Marret Asset Management

Full company profile

uuid000sv43

Namestring
Marret Asset Management
Legal namestring
Marret Asset Management Inc.
Websiteurl
marret.com
Company typeenum
Private
Founded yearint
2001
Descriptiontext

Marret Asset Management is a Toronto-based financial services firm founded in 2001 that provides fixed income and alternative credit investment management services. In publicly disclosed corporate structure, the firm now operates as part of CI Global Asset Management (CI GAM) under the "Strategic Partnerships" banner, alongside nine other specialist affiliate managers including Invesco, Forge First, Auspice Capital Advisors, Galaxy Digital Capital Management, Black Creek Investment Management, Picton Investments, Altrinsic Global Advisors, Munro Partners, and DoubleLine. The integration places Marret within CI Financial Corp (TSX: CI), one of Canada's largest investment management groups.

The company's product and service offering is not enumerated in available source material, though it is explicitly grouped under CI GAM's Fixed Income capability on the parent's portfolio management page. Marret does not appear to operate a standalone consumer-facing digital product surface; product distribution is conducted through the CI GAM and CI Financial advisory, institutional, ETF, and high-net-worth channels. Pricing, fee structures, segregated fund or pooled vehicle details, and AUM figures are not publicly disclosed in the supplied sources.

Marret's legal entity is recorded as Marret Asset Management Inc., operating under CI Global Asset Management based in Toronto, Ontario. The available leadership signal is thin, with Margot Naudie listed as a Vice President and no broader management team disclosed. The firm appears to function as a specialist operating subsidiary within a multi-boutique parent platform rather than as an independent asset manager.

Short descriptiontext

Marret Asset Management is a Toronto-based fixed income and alternative credit specialist, founded in 2001 and now operating as a Strategic Partnership subsidiary within CI Global Asset Management (CI GAM), part of CI Financial Corp.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
11–50
akta.pro rankint
HeadquartersToronto, Canada
HQ citystring
Toronto
HQ countrystring
Canada
HQ regionstring
North America
Markets served

Serves global market

Keyword5 values
fixed income management, investment management services, asset management, portfolio management, institutional asset management
Industry2 codes
1Portfolio Management–Led RIAs (Discretionary/Model-Based)
CodeFSAAACACPrimaryYes
2Risk Management Consulting (Enterprise & Operational Risk)
CodeFSAEADAGPrimaryNo
NAICS code2 codes
  • Portfolio Management and Investment Advice523940
  • Portfolio Management and Investment Advice52394
SIC code1 code
  • Investment Advice6282
Product category
Investment Management
Social media profiles1 record
Cost components2 values
Personnel, Operations
GTM typeB2B
B2B
Offering typeServices
Services
Core offering1 text field

Marret Asset Management is a Toronto-based financial services firm that provides fixed income and investment management services. The firm is now part of CI Global Asset Management (CI GAM), operating as a strategic partnership within CI GAM's portfolio of investment management capabilities. Marret contributes specialized fixed income and portfolio management expertise to CI GAM's broader offerings of mutual funds, ETFs, liquid alternatives, and multi-asset strategies.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

No specific product information available for Marret Asset Management in the provided source data. The CI Global Asset Management webpage identifies Marret as a strategic partnership ("Marret (now part of CI GAM)") but does not enumerate individual products, services, or modules offered by Marret Asset Management itself.

Product and service1 record
1Fixed Income Investment Management
Partnership1 partner
1CI Global Asset Management
Strategic tierCoreTypeStrategic or Co-development Partner
Description

Marret Asset Management is now part of CI Global Asset Management (CI GAM), operating as a strategic partnership within CI GAM's portfolio of investment management capabilities. Marret appears under CI GAM's Strategic Partnerships section alongside other specialized investment managers including Invesco, Forge First, Auspice Capital Advisors, Galaxy Digital Capital Management, Black Creek Investment Management, Picton Investments, Altrinsic Global Advisors, Munro Partners, and DoubleLine.

Recent move3 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight3 records

Each record includes

Type, Description

Market position
Weaknesses3 records

Each record includes

Headline, Details, Source

Competitive moat3 records

Each record includes

Type, Details

Key risks4 records

Each record includes

Headline, Details, Source

Key highlights4 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Ideal customer profile1 record

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles1 record

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

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

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

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

Marret Asset Management

Investment Managementmarret.com

Marret Asset Management is a Toronto-based fixed income and alternative credit specialist, founded in 2001 and now operating as a Strategic Partnership subsidiary within CI Global Asset Management (CI GAM), part of CI Financial Corp.

What Marret Asset Management does

Marret Asset Management is a Toronto-based financial services firm founded in 2001 that provides fixed income and alternative credit investment management services. In publicly disclosed corporate structure, the firm now operates as part of CI Global Asset Management (CI GAM) under the "Strategic Partnerships" banner, alongside nine other specialist affiliate managers including Invesco, Forge First, Auspice Capital Advisors, Galaxy Digital Capital Management, Black Creek Investment Management, Picton Investments, Altrinsic Global Advisors, Munro Partners, and DoubleLine. The integration places Marret within CI Financial Corp (TSX: CI), one of Canada's largest investment management groups.

The company's product and service offering is not enumerated in available source material, though it is explicitly grouped under CI GAM's Fixed Income capability on the parent's portfolio management page. Marret does not appear to operate a standalone consumer-facing digital product surface; product distribution is conducted through the CI GAM and CI Financial advisory, institutional, ETF, and high-net-worth channels. Pricing, fee structures, segregated fund or pooled vehicle details, and AUM figures are not publicly disclosed in the supplied sources.

Marret's legal entity is recorded as Marret Asset Management Inc., operating under CI Global Asset Management based in Toronto, Ontario. The available leadership signal is thin, with Margot Naudie listed as a Vice President and no broader management team disclosed. The firm appears to function as a specialist operating subsidiary within a multi-boutique parent platform rather than as an independent asset manager.

Marret Asset Management firmographics

Firmographics
Name
Marret Asset Management
Legal name
Marret Asset Management Inc.
Website
https://marret.com
Company type
Private
Founded year
2001
Operating status
Operating
Headcount range
11–50 employees
Short description
Marret Asset Management is a Toronto-based fixed income and alternative credit specialist, founded in 2001 and now operating as a Strategic Partnership subsidiary within CI Global Asset Management (CI GAM), part of CI Financial Corp.
Ownership category
akta.pro rank

Marret Asset Management industry classification

Industry
Product category
Investment Management
NAICS
Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
SIC
Investment Advice (6282)
akta.pro primary industry
Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC)
akta.pro secondary industry
Risk Management Consulting (Enterprise & Operational Risk) (FSAEADAG)

Keywords

  • Fixed income management
  • Investment management services
  • Asset management
  • Portfolio management
  • Institutional asset management

Where Marret Asset Management is headquartered

Location

Headquarters

HQ city
Toronto
HQ country
Canada
HQ region
North America

Markets served

Marret Asset Management business model

Business model
GTM type
B2B
Offering type
Services
Cost components
Personnel, Operations

Marret Asset Management product offering

Product offering

Core offering

Marret Asset Management is a Toronto-based financial services firm that provides fixed income and investment management services. The firm is now part of CI Global Asset Management (CI GAM), operating as a strategic partnership within CI GAM's portfolio of investment management capabilities. Marret contributes specialized fixed income and portfolio management expertise to CI GAM's broader offerings of mutual funds, ETFs, liquid alternatives, and multi-asset strategies.

Product overview

No specific product information available for Marret Asset Management in the provided source data. The CI Global Asset Management webpage identifies Marret as a strategic partnership ("Marret (now part of CI GAM)") but does not enumerate individual products, services, or modules offered by Marret Asset Management itself.

Differentiator

Problem solved

Functional benefit

Products and services

  • Fixed Income Investment Management

Companies that use Marret Asset Management

Customer profile

Ideal customer profiles1 record

Marret Asset Management technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Marret Asset Management partnerships and signals

Strategic signal

Partnerships

One partnership is on record.

  • CI Global Asset ManagementcoreStrategic or Co-development PartnerMarret Asset Management is now part of CI Global Asset Management (CI GAM), operating as a strategic partnership within CI GAM's portfolio of investment management capabilities. Marret appears under CI GAM's Strategic Partnerships section alongside other specialized investment managers including Invesco, Forge First, Auspice Capital Advisors, Galaxy Digital Capital Management, Black Creek Investment Management, Picton Investments, Altrinsic Global Advisors, Munro Partners, and DoubleLine.

Recent moves3 records

Expansion highlights3 records

Marret Asset Management competitors and assessment

Company assessment

Market position

Weaknesses3 records

Competitive moat3 records

Key risks4 records

Key highlights4 records

Customer concentration

Marret Asset Management social profiles

Digital presence

Marret Asset Management financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Marret Asset Management leadership team

Management profile

Number of profiles

Profiles1 record

Marret Asset Management funding detail

Funding detail

Funding overview

Funding rounds

Investors

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

Marret Asset Management M&A and investment

M&A and investment

M&A

Investments

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

Frequently asked questions about Marret Asset Management

What does Marret Asset Management do?

Marret Asset Management is a Toronto-based financial services firm that provides fixed income and investment management services. The firm is now part of CI Global Asset Management (CI GAM), operating as a strategic partnership within CI GAM's portfolio of investment management capabilities. Marret contributes specialized fixed income and portfolio management expertise to CI GAM's broader offerings of mutual funds, ETFs, liquid alternatives, and multi-asset strategies.

Is Marret Asset Management a public or private company?

Marret Asset Management is a private company. It is classified as corporate owned and is currently operating.

When was Marret Asset Management founded?

Marret Asset Management was founded in 2001. It employs 11 to 50 people.

Where is Marret Asset Management based?

Marret Asset Management is headquartered in Toronto, Canada, in the North America region.

Does Marret Asset Management have an API?

No public API is recorded for Marret Asset Management.

What industry is Marret Asset Management in?

Marret Asset Management's product category is Investment Management. Its primary akta.pro industry code is FSAAACAC, Portfolio Management–Led RIAs (Discretionary/Model-Based), with a secondary code of FSAEADAG, Risk Management Consulting (Enterprise & Operational Risk). Its NAICS code is 523940 and its SIC code is 6282.

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Live signals
GlobeNewswireCSE: 2016-0615 - New Listing - Marret High Yield Strategies Fund (MHY.UN)The Class A Units of Marret High Yield Strategies Fund have been approved for listing on the Canadian Securities Exchange. The listing is scheduled for June 27, 2016, under the symbol MHY.UN, with disclosure documents available at thecse.com.GlobeNewswireCSE: 2016-0614 - New Listing - Marret Multi-Strategy Income Fund (MMF.UN)The Class A Units of Marret Multi-Strategy Income Fund have been approved for listing on the Canadian Securities Exchange. The listing is scheduled for June 27, 2016, under the symbol MMF.UN, with disclosure documents available at thecse.com.GlobeNewswireIIROC Trade Resumption / L'OCRCVM permet la reprise de la négociation - MMF.UNTrading in Marret Multi-Strategy Income Fund (MMF.UN) resumes at 10:30 AM ET. IIROC, Canada's self-regulatory organization, can impose temporary trading halts to ensure fair and orderly markets.GlobeNewswireMarret Investment Grade Bond Fund Announces Final Settlement of Forward AgreementMarret Asset Management announced the final settlement of its forward agreement with the Marret Investment Grade Bond Fund on October 31, 2014, due to federal tax changes. The fund will now make direct investments in the portfolio, and the Portfolio Trust will be terminated on November 14, 2014.GlobeNewswireUnitholders Approve Extension of Marret Investment Grade Bond FundMarret Asset Management's unitholders approved a five-year extension of the Marret Investment Grade Bond Fund to October 31, 2019. The extension includes amendments to investment objectives, management fees, and redemption rights, with a special redemption option for those who do not wish to extend. The fund is expected to realize net capital gains from asset dispositions.GlobeNewswireMarret Asset Management Announces Special Redemption Right Relating to the Extension Proposal of Marret Investment Grade Bond FundMarret Asset Management created a special redemption right for unitholders of its Investment Grade Bond Fund to redeem on October 31, 2014, if they do not want the fund's termination date extended to October 31, 2019. Unitholders must give notice by October 1, 2014.GlobeNewswireMarret Resource Corp. Announces Amendment to Management Services AgreementMarret Resource Corp. amended its management services agreement with Marret Asset Management, effective April 1, 2014, reducing the annual management fee from 1.5% to 1% and assuming costs for two executive officers and one director. The changes save the company approximately $250,000 per annum. Barry Allan will resign as President and CEO, replaced by Peter Rizakos, subject to TSX approval.GlobeNewswireCline Receives Extension of Forbearance AgreementsCline Mining Corporation received extensions of forbearance agreements with Marret Asset Management, effective until March 17, 2014 or a Forbearance Termination Event. The extensions relate to trust indentures, and copies are available on SEDAR.GlobeNewswireCline Closes on Marret FinancingCline Mining Corporation closed a $9,490,998 10% senior secured convertible bond financing with Marret Asset Management Inc. The June 17th interest payment of approximately $3.2 was satisfied through the issuance. The company will continue discussions with significant investment groups.GlobeNewswireCline Executes Forbearance Agreement With TrusteeCline Mining Corporation entered a forbearance agreement with Computershare Trust Company of Canada after missing its June 17 interest payment of about $3.2 million on its $65.5 million senior secured bonds. The trustee agreed to forbear enforcement until June 30, 2013, while Cline negotiates alternative financing with Marret Asset Management Inc.