In search of the “mass affluent,” CI Investments has launched a new private investment-management program
Program offers portfolio management expertise, tax efficiency
Corporate class structure carries tax benefits for investors
CI Investments offers tax-efficient solution for income investors
New seg fund portfolio solution maximizes exposure to equities
Bushell named lead manager of Signature Diversified Yield Fund
Unitholders approve changes to the investment objectives of two funds
Certain funds closing to new investments
Consolidation of the CI and KBSH institutional businesses an opportunity to reach a broader clientele
Portfolio positioned to benefit from significant global macroeconomic trends