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
When interest rates rise, says Roger Mortimer, the tide will turn against expensive growth stocks
Choice of funds within CI Private Investment Management program expands
The changes recognize Gregory Dean’s focus on growth funds and Stephen Groff’s responsibility for dividend equity funds
Investors will benefit from larger funds, reduced duplication