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
Radlo remains with the firm as senior portfolio manager and principal of Cambridge while Brandon Snow will remain in the role of CIO
The investor compensation represents the largest amount in an Ontario Securities Commission no-contest settlement since the process was introduced
An OSC notice indicates that the proposed settlement will be on a no-contest basis, which means CI would not have to admit to any wrongdoing
Two funds added to corporate class structure
Affluent investors to pay lower fees on six funds
The changes affect five investment products