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Additions include three ETF Series focused on U.S. small caps, U.S. income and global dividends

TORONTO--(BUSINESS WIRE)--Aug. 12, 2025-- CI Global Asset Management(“CI GAM”) today launches six new mandates within its popular CI Private Pools lineup of investment solutions – including three “dual-series” pools that are also available as ETFs.

The following mandates are now available in Series A, F, I and in the ETF Series noted below:

  • CI Global Dividend Private Pool . The pool has now closed its initial offering of ETF C$ Series units, which begin trading today on the Toronto Stock Exchange (“TSX”) under the ticker CGDI.
  • CI U.S. Monthly Income Private Pool . The pool has now closed its initial offering of ETF C$ Series units and ETF US$ Hedged Series units, which begin trading today on the TSX under the tickers CUIG and CUIG.U,respectively.
  • CI U.S. Small/Mid Cap Equity Private Pool . The pool has now closed its initial offering of ETF C$ Series units, which begin trading today on the TSX under the ticker CSMD.

The following mandates are now available in Series A, F and I:

  • CI Canadian Income & Growth Private Pool
  • CI Select Canadian Equity Private Pool
  • CI U.S. Stock Selection Private Pool.

CI Private Pools are focused investment strategies with a competitive flat-fee structure. The lineup now includes 22 private pools, with mandates spanning a variety of asset classes, geographic regions and investment styles. Eight private pools are also available in ETF Series, trading on the TSX.

“The CI Private Pools are actively managed, high-conviction portfolios that deliver the deep asset class and equity sector expertise of our investment management teams,” said Jennifer Sinopoli, Executive Vice-President and Head of Distribution for CI GAM. “Today’s launches expand our selection of equity and balanced private pools, giving advisors enhanced choice and flexibility in building portfolios tailored to each client’s requirements.

“We’re also adding three compelling mandates to our ETF lineup, demonstrating our commitment to building one of Canada’s most comprehensive selections of investment solutions,” Ms. Sinopoli said.

CI GAM is one of Canada’s largest ETF providers with approximately $23 billion in ETF assets under management (as at July 31, 2025) and a lineup of 87 ETF strategies.

The private pools launched today are all managed by the CI GAM investment team and have the following investment objectives:

CI Canadian Income & Growth Private Pool – The pool’s investment objective is to generate income and long-term capital growth by investing, directly or indirectly, in a diversified portfolio of securities composed mainly of equity, equity-related and fixed-income securities of Canadian issuers. The pool may also invest in foreign securities.

CI Global Dividend Private Pool – The pool’s investment objective is to provide investors with a combination of income and capital appreciation by investing primarily in a portfolio of dividend-paying global equity securities.

CI Select Canadian Equity Private Pool – The pool’s investment objective is to provide long-term capital growth by investing primarily in common shares, convertible securities and preferred shares of Canadian companies that pay regular income.

CI U.S. Monthly Income Private Pool – The pool’s investment objective is to generate income and long-term capital growth by investing primarily in a combination of equity and fixed-income securities located in the U.S.

CI U.S. Small/Mid Cap Equity Private Pool – The pool’s objective is to provide long-term capital growth by investing primarily in equity or equity-related securities of small and medium-capitalization companies located in the U.S.

CI U.S. Stock Selection Private Pool – The pool’s investment objective is to provide long-term capital growth by investing primarily in large-cap U.S. equity and equity-related securities.

About CI Global Asset Management

CI Global Asset Management (“CI GAM”) is one of Canada’s largest investment management companies. It offers a wide range of investment products and services and is on the web at www.ci.com. CI GAM is a subsidiary of CI Financial Corp. (TSX: CIX), an integrated global asset and wealth management company with approximately $550.9 billion in assets as at June 30, 2025.

Commissions, trailing commissions, management fees and expenses may be associated with an investment in mutual funds and exchange-traded funds (ETFs). Please read the simplified prospectus before investing. Important information about mutual funds and ETFs is contained in their respective prospectus. Mutual funds and ETFs are not guaranteed; their values change frequently, and past performance may not be repeated. You will usually pay brokerage fees to your dealer if you purchase or sell units of an ETF on recognized Canadian exchanges. If the units are purchased or sold on these Canadian exchanges, investors may pay more than the current net asset value when buying units of the ETF and may receive less than the current net asset value when selling them.

This communication is intended for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase mutual funds managed by CI Global Asset Management and is not, and should not be construed as, investment, tax, legal or accounting advice, and should not be relied upon in that regard. Every effort has been made to ensure that the material contained in this document is accurate at the time of publication. Individuals should seek the advice of professionals, as appropriate, regarding any particular investment. Investors should consult their professional advisors prior to implementing any changes to their investment strategies. These investments may not be suitable to the circumstances of an investor.

The CI Exchange-Traded Funds are managed by CI Global Asset Management, a wholly owned subsidiary of CI Financial Corp. (TSX: CIX). CI Global Asset Management is a registered business name of CI Investments Inc.

©CI Investments Inc. 2025. All rights reserved.

Murray Oxby
Vice-President, Corporate Communications
CI Global Asset Management
416-681-3254
moxby@ci.com

Source: CI Global Asset Management