The pool invests in securities that tend to be less sensitive to changes in interest rates compared with other fixed-income securities
The fund will pay a final quarterly distribution of 20¢ per unit
Harbour Advisors will also take over as portfolio advisor to the CI funds that Tetrem Capital Management Ltd. subadvises
The asset-management firm can now participate in the RIA’s board and various committees
Cambridge Global Asset Management will now take on a greater role within CI, replacing Tetram Capital Management on several funds
CI Global Private Real Estate Fund will invest indirectly in units of CBRE Global Investment Partners Global Alpha Fund
Discounts under CI Preferred Pricing and CI Private Wealth are expected to take effect in May for investors with a minimum account threshold
Companies that are signatories to the UNPRI make up a global network for investors that commit to integrating ESG considerations into their investment practices
The change occurs as the team of portfolio managers responsible for the funds’ risk-management overlay strategy moved to Fiera from HR Strategies
The mergers would reduce duplication and help streamline and simplify CI’s fund lineup