EXCEEDING EXPECTATIONS

We focus on exceeding our clients’ expectations by:

  • Having a unique, modern lineup of investment strategies
  • Offering a range of investment vehicles
  • Focusing on delivering bespoke solutions created to achieve our clients’ objectives
Alt

Institutional investors require a bespoke approach to investment management. That’s why we offer a full suite of solutions and a dedicated team of investment professionals who are focused on client excellence.

 

When you partner with CI GAM, you will be leveraging a global platform of over 100 investment professionals to achieve your objectives.

 

As an active manager, we are focused on having a deep understanding of every security we own as the best way to manage risk and returns.

 

Our portfolio management approach is multi-disciplined, so we can effectively deliver bespoke solutions.

 

INVESTMENT CAPABILITIES

 

Our investment solutions leverage one of the deepest investment platforms in Canada, providing you with access to a range of portfolio management teams offering domestic and global equity, fixed income, listed and private real assets, and multi-asset capabilities.

 

We put our core investment capabilities to work by providing customized solutions which target client-specific outcomes.

 

We offer institutional asset owners a choice of investment vehicles to utilize, from institutional pooled funds to segregated account management.

 

Investment capabilities include:

Equity

Fixed Income

Listed Real Assets

Private Real Assets

Multi-Asset

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INSTITUTIONAL TEAM

 

We have a long history of helping institutional investors navigate capital markets to achieve their long-term objectives. Through a broad platform of traditional and alternative capabilities, we draw on our well-resourced investment division that has diversified expertise through multiple market cycles.

 

Today, we are entrusted with managing over $10 billion of client assets, with a client base that spans pension plans, endowments and foundations, First Nations, family offices and financial intermediaries.

Bradley R. Hicks

Bradley R. Hicks

Senior Vice-President, CI GAM | Institutional Asset Management

Brad Hicks leads CI Global Asset Management’s institutional business and oversees a team of professionals responsible for business development, client service, consultant relations and marketing.

 

Prior to joining CI GAM in May 2020, Brad was Managing Director and Co-Head of Distribution for MFS Investment Management in Canada. In that capacity, he led business development and relationship management with strategic distribution platforms, including insurance companies, DC record-keepers and sub-advisory partnerships. Prior to MFS acquiring McLean Budden in 2011, Brad progressed through increasingly senior roles at McLean Budden and maintained a broad institutional client base as a Vice-President and Partner of the firm.

 

Brad holds an Honours Bachelor of Business Administration degree from the Richard Ivey School of Business and is registered as an Advising Representative with regulators across Canada.

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Sandip Chowdhury

Sandip Chowdhury

Institutional Associate, CI GAM | Institutional Asset Management

Sandip joined the Institutional team at CI Global Asset Management in 2018.

 

He is responsible for the completion of marketing materials, client reporting and product analysis, along with assisting in client service and business development efforts for existing and prospective institutional clients.

 

Prior to joining CI GAM, Sandip was an associate investment advisor at HollisWealth.

 

Sandip holds a B.Sc. in Actuarial Science from Western University. He has completed the Canadian Securities Course and is a Chartered Financial Analyst (CFA) Level 2 candidate.

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CONTACT US

If you’d like to make CI GAM | Institutional Asset Management your investment partner, please contact us.