What Ci Institutional Asset Management does

CI Institutional Asset Management (CI GAM Institutional) is the institutional division of CI Global Asset Management, one of Canada's largest investment managers with more than $136 billion in assets under management as of March 31, 2026, operating under parent CI Financial's $614.5 billion platform. The institutional segment manages over $11.4 billion in client assets and serves pension plans, endowments and foundations, First Nations organizations, insurance companies, family offices, financial institutions, and sovereign wealth funds across Canada through segregated accounts, pooled funds, and private mandates. Investment capabilities span Canadian, U.S., and global equities; fixed income; asset allocation and multi-asset strategies; liquid alternatives; private markets (private equity, credit, real estate, infrastructure); ESG/sustainable strategies; and digital assets. The platform is staffed by 100+ investment professionals and is augmented by 11+ strategic partnerships with external managers including Adams Street Partners, CBRE Investment Management, HarbourVest Partners, Munro Partners, DoubleLine, Invesco, Galaxy Digital Capital Management, Altrinsic Global Advisors, Auspice Capital Advisors, Black Creek Investment Management, Forge First, and PICTON Investments. The firm's go-to-market is a direct institutional field-sales model with dedicated regional relationship managers across Ontario, the Prairies, West Coast, Quebec, and Atlantic Canada, plus specialized coverage for the family office channel and the defined contribution/group retirement market. Revenue is generated through management fees on mutual funds, ETFs, segregated mandates, and alternative/private vehicles, plus trailing commissions on retail-distributed products. Distribution is led by Executive Vice-President Jennifer Sinopoli, with the firm maintaining an Ontario, Canada headquarters at 15 York Street, Toronto.

Name

Ci Institutional Asset Management

Legal name

CI Investments Inc.

Website

https://ciiam.ca

Company type

Private

Founded year

1965

Operating status

Operating

Headcount range

11–50 employees

Short description

CI GAM Institutional is the institutional asset management arm of CI Global Asset Management, managing over $11.4 billion for Canadian pension plans, endowments, foundations, insurance companies, family offices, and sovereign wealth funds via segregated accounts, pooled funds, and private mandates across public and private markets.

Ownership category

akta.pro rank

Product category

Institutional Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Open-End Investment Funds (525910), Open-End Investment Funds (52591)

SIC

Investment Advice (6282)

akta.pro primary industry

Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)

akta.pro secondary industries

Multi-Asset Solutions for Institutional (Pensions/Endowments/Sovereigns) (FSAAAJAJ), Insurance-Dedicated Multi-Manager Platforms (e.g., ILS / Cat Bond FoF) (FSAHAKAK), Sustainable/ESG Equity (Active) (FSAAAIAM), ESG/Sustainable Investment Advisory (FSAEAAAJ)

Keywords

• Institutional asset management
• Investment management services
• Pension plan investing
• Private market investments
• ESG investment strategies

Headquarters

HQ city

Toronto

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Management fees on investment funds: CI GAM generates revenue through management fees charged on its mutual funds, ETFs, and other investment vehicles. The firm offers a broad platform of traditional and alternative capabilities including balanced funds, equities, fixed income, alternatives, private funds, and ESG strategies. Additional revenue streams include commissions and trailing commissions associated with investment products.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

CI GAM Institutional provides institutional-grade investment management services to asset owners including pension plans, endowments, foundations, insurance companies, family offices, financial institutions, and sovereign wealth funds. The firm manages over $11.4 billion of client assets across segregated accounts, pooled funds, and private mandates spanning public and private markets. The platform unites more than 100 investment professionals delivering capabilities across equities, fixed income, alternatives, multi-asset strategies, and ESG strategies, supported by strategic partnerships with leading global managers.

Product overview

CI Global Asset Management (CI GAM) operates as one of Canada's largest investment managers overseeing $136 billion in assets. The company offers a multi-strategy investment platform comprising three main product categories: (1) Traditional Investment Vehicles including mutual funds, ETFs, and segregated accounts across Canadian and global equities, fixed income, and balanced strategies; (2) Alternative Investments including liquid alternatives, private markets funds, and real assets (infrastructure, real estate); and (3) ESG Solutions including climate-focused and sustainable infrastructure funds. The institutional offering includes segregated accounts, pooled funds, and private mandates managed by over 100 investment professionals across equities, fixed income, alternatives, and multi-asset strategies. Key fund families include CI Portfolio Series (target-risk), CI LifeCycle Portfolios (target-date), and various ESG funds, supplemented by strategic partnerships with external managers like Munro Partners, Altrinsic Global Advisors, and DoubleLine for specialized strategies.

Differentiator

Problem solved

Functional benefit

Products and services

• CI Canadian Balanced Fund A balanced mutual fund investing in Canadian equities and fixed income securities for investors seeking income and capital growth.
• CI Canadian Income & Growth Fund A mutual fund focused on Canadian companies offering income and growth potential through dividend-paying equities and fixed income.
• CI Global Income & Growth Fund A global balanced fund investing in international equities and bonds for worldwide income and capital appreciation.
• CI High Income Fund A mutual fund designed to provide high current income through diversified investment in yield-generating securities.
• CI Canadian Dividend Fund A fund investing primarily in Canadian dividend-paying stocks for income-focused investors.
• CI Canadian All Cap Equity Fund A Canadian equity fund with all-cap exposure across large, mid, and small-cap companies.
• CI Global Leaders Fund A global equity fund investing in leading multinational corporations worldwide.
• CI Emerging Markets Fund A fund providing exposure to equity markets in emerging economies across Asia, Latin America, Africa, and Eastern Europe.
• CI Select Global Equity Fund A selectively managed global equity fund focusing on high-quality international companies.
• CI Munro Global Growth Equity Fund A global growth equity fund managed in partnership with Munro Partners, focusing on long-term capital appreciation through thematic growth investing.
• CI U.S. Equity Fund A fund providing direct exposure to U.S. large-cap equities across various sectors.
• CI International All Cap Equity Fund An international equity fund with all-cap exposure excluding North America.
• CI Preferred Share Fund A fund investing primarily in Canadian preferred shares for income-focused investors.
• CI Canadian Core Bond Fund A core Canadian fixed income fund investing in government and corporate bonds.
• CI Corporate Bond Fund A fund focused on investment-grade and high-yield corporate bonds for income generation.
• CI Money Market Fund A liquid short-term investment fund investing in money market securities for capital preservation and liquidity.
• CI High Yield Bond Fund A fund investing in high-yield (sub-investment grade) corporate bonds for higher income potential.
• CI Global Unconstrained Bond Fund A flexible global bond fund with unconstrained mandate allowing diverse fixed income exposures.
• CI Global Infrastructure Fund A fund providing global exposure to infrastructure assets including utilities, transportation, and energy infrastructure.
• CI Global REIT Fund A real estate investment trust fund offering global exposure to publicly traded real estate securities.
• CI Private Markets Growth Fund A private markets fund offering institutional access to private equity, venture capital, and growth opportunities.
• CI Private Markets Income Fund A private fund focused on generating income through private credit and income-generating private assets.
• CI HarbourVest Private Infrastructure Income Fund A private infrastructure income fund managed in partnership with HarbourVest Partners.
• CI Global Private Real Estate Fund A fund providing institutional access to private real estate investments globally, offered in partnership with CBRE Investment Management.
• CI Adams Street Global Private Markets Fund A diversified private markets fund managed in partnership with Adams Street Partners offering global private equity exposure.
• CI Global Climate Leaders Fund An ESG-focused fund investing in global companies leading in climate action and environmental sustainability.
• CI Global Green Bond Fund A fixed income fund investing in green bonds and sustainable debt instruments supporting environmental projects.
• CI Global Sustainable Infrastructure Fund An ESG fund providing exposure to sustainable infrastructure companies addressing environmental and social challenges.
• CI MSCI World ESG Impact Index Fund An index fund tracking the MSCI World ESG Focus Index for ESG-conscious investors.
• CI Portfolio Series A suite of target-risk portfolio solutions offering pre-built, diversified investment portfolios based on risk tolerance.
• CI LifeCycle Portfolios Target-date retirement portfolios that automatically adjust asset allocation based on the investor's retirement timeline.
• Segregated Accounts Institutional separate account mandates customized to meet specific client investment objectives and governance requirements.
• Pooled Funds Commingled investment vehicles providing pooled returns for institutional investors with shared investment mandates.
• Private Mandates Customized private investment mandates designed for institutional asset owners with specific requirements.

Segments7 records

Ideal customer profiles7 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Twelve partnerships are on record, tiered core and major.

• Adams Street PartnerscoreStrategic or Co-development PartnerStrategic private markets partnership providing institutional access to private equity through the CI Adams Street Global Private Markets Fund. Adams Street Partners is one of the largest institutional allocators, and CI GAM's New York-based private markets due diligence team works in partnership with them to apply rigorous manager selection, risk oversight, and operational assessment.
• CBRE Investment ManagementcoreStrategic or Co-development PartnerStrategic private markets partnership expanding CI GAM's real estate investment capabilities. The partnership provides institutional access to private real estate opportunities through the CI Global Private Real Estate Fund, with CBRE bringing global real estate investment management expertise.
• HarbourVest PartnerscoreStrategic or Co-development PartnerStrategic private markets partnership offering institutional access to private infrastructure through the CI HarbourVest Private Infrastructure Income Fund. The partnership provides access to HarbourVest's global private infrastructure investment capabilities and institutional-grade due diligence.
• InvescocoreStrategic or Co-development PartnerStrategic partnership under CI GAM's Strategic Partnerships umbrella, providing access to Invesco's global investment capabilities and product offerings as part of CI GAM's expanded platform.
• Altrinsic Global AdvisorscoreStrategic or Co-development PartnerStrategic partnership providing access to Altrinsic's global equities investment expertise and research-driven investment approach as part of CI GAM's expanded investment platform.
• Munro PartnerscoreStrategic or Co-development PartnerStrategic partnership offering access to Munro Partners' global growth equity strategies, including the CI Munro Global Growth Equity Fund, providing thematic growth investment capabilities.
• DoubleLinecoreStrategic or Co-development PartnerStrategic partnership providing access to DoubleLine's fixed income investment expertise and structured products capabilities as part of CI GAM's comprehensive fixed income offerings.
• Galaxy Digital Capital Management LPmajorStrategic or Co-development PartnerStrategic partnership providing institutional access to digital asset investment strategies and cryptocurrency capabilities as part of CI GAM's expanded alternative investment platform.
• Black Creek Investment Management Inc.coreStrategic or Co-development PartnerStrategic partnership under CI GAM's Strategic Partnerships, providing access to Black Creek's investment management expertise as part of the expanded platform.
• Auspice Capital AdvisorsmajorStrategic or Co-development PartnerStrategic partnership providing access to Auspice's alternative investment strategies and commodity trading capabilities as part of CI GAM's expanded alternatives platform.
• Forge FirstmajorStrategic or Co-development PartnerStrategic partnership under CI GAM's Strategic Partnerships, providing access to Forge First's investment management capabilities.
• PICTON InvestmentsmajorStrategic or Co-development PartnerStrategic partnership under CI GAM's Strategic Partnerships, providing access to PICTON's investment management expertise.

Scale indicators3 records

Recent moves1 record

Expansion highlights6 records

Direct peers

• AGF Investments: Canadian-based institutional and retail asset manager serving pensions, foundations, and advisors with mutual funds and institutional mandates. Directly comparable peer in the Canadian market.
• Addenda Capital: Canadian institutional investment manager specializing in segregated mandates for pension plans, foundations, and group retirement clients. Direct comparable in scope and target market.
• Jarislowsky Fraser: Canadian institutional investment manager owned by Scotiabank serving foundations, pensions, and Indigenous communities with segregated mandates. Comparable peer in the Canadian institutional space.
• Fiera Capital: Public Canadian institutional asset manager serving pensions, endowments, and foundations with diversified strategies including private markets. Direct competitor in the Canadian institutional OCIO and segregated account space.
• Phillips, Hager & North (RBC): One of Canada's largest institutional and private wealth managers, owned by RBC. Directly competes with CI GAM Institutional for Canadian pension, foundation, and institutional mandates with a multi-asset and fixed income focus.
• Mawer Investment Management: Employee-owned Canadian institutional asset manager serving pensions, foundations, and endowments with disciplined global and Canadian equity strategies. Direct peer in the Canadian institutional marketplace.
• Connor, Clark & Lunn Financial Group: Privately held Canadian institutional asset manager with multiple boutique affiliates serving institutional clients across equities, fixed income, and alternatives. Directly comparable in scale and Canadian institutional focus.
• Leith Wheeler Investment Counsel: Canadian-owned institutional investment manager serving pension plans, endowments, foundations, and Indigenous communities. Direct peer with comparable institutional focus and client mix.

Broad incumbents

• BlackRock Canada: Canadian arm of the world's largest asset manager, competing directly with CI GAM Institutional for large Canadian pension and institutional mandates with iShares ETFs and institutional capabilities.
• Russell Investments Canada: Global OCIO and institutional consulting platform with significant Canadian operations. Competes with CI GAM Institutional for outsourced CIO mandates from Canadian pensions and endowments.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks4 records

Key highlights6 records

Customer concentration

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

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Ci Institutional Asset Management