Legacy Funds
CI Global Small/Mid Cap Equity
Our US equity manager (for the most part)
Aubrey Hearn
Lower average age demographic compared to the rest of the developed markets/world.
Emerging Markets
Conservative, Balanced Investor seeking regular income
High Income
On RBC's, BMO's, CGF's, iA's, and TD's recommended fund list
Munro GGE
A pure energy focus on health sciences on a global scale.
CI Global Health Sciences Corporate Class
Alfred Lam
Often inversely correlated with markets and currency, is seen as an alternative currency.
Bitcoin or Ethereum
Money Market alternative for those seeking higher yields but not necessarily income
FSB
Our EM dividend, passive etf option with great performance and low fees
EMV or Emerging Markets Dividend Index ETF
We would recommend Select Canadian Equity in place of this always, incepted in 2000, this fund is managed by Curtis Gillis and Leonie Soltay.
CI Canadian Investment
A pure alternatives manager and SVP for CI in this space. Working on the CI Alternative Diversified Opps fund
Brian Huen
CI created what major tool in which the industry copied on their own shelf
Corporate Class
Sun Life advisor wants you to send in a document for them, they tried to send it in themselves but it never got accepted. What do you do?
Have head office send it in for them
Our hallmark Nasdaq index ETF, a legend in the industry
QQC or Nasdaq Index ETF
CI Canadian All Cap Equity Income Class
Our other core fixed income manager who is on Corp Bond, Floating Rate and High Yield Bond
Brad Benson
Canada is an inefficient and concentrated market which is highly cyclical from this. Combined with the ability to exploit changing leadership which is very timely, which factor would most exploit these characteristics.
Momentum or WXM
Client wants a dividend fund but the current lineup isnt beating competitors. What's the other dividend option?
DIG
Provides income through shares, a great option for differentiated 'fixed income' and used heavily in income strategies due to their appreciation combined with distribution properties
Preferred Share Fund
Managed by Black Creek, this fund is never spoken on but it competes with GIG, founded in 2007 and has <400mm in AUM
What is CI Global Balanced Fund
Our REIT PM who works closely with Lee Goldman
Chris Couprie
- Policy rates have already been cut aggressively.
- Inflation has been re-accelerating for about 18 months.
- Since April, the market has been pricing in progressively more rate hikes.
- Canadian and US forward curves are now implying modest rate normalization over the next year.
Floating Rate Income
Advisor doesn't like the current fixed income market but needs an alternative to equities as mandated by his Branch Manager without gaining risk. What's the recommendation?
Forge First Conservative
A better way to approach fixed income with a deadline. Rather than go into Money Market or HISA with lower yields, this will provide a gradual de-risking until needed and with greater yields.
Target Date Bond Suite