CI Investments
LEI 549300LCBS6PBXIUGN31

CI Investments has been managing money on behalf of Canadian investors since 1965. In 1981, CI entered the global fund arena with the introduction of CI Pacific Fund – one of the first funds in Canada devoted to Asian markets. The company became known for its expertise in foreign funds and adopted the name Canadian International Fund Management. Over the years, CI expanded its lineup of funds to provide investors with an increasingly comprehensive offering of Canadian, global and industry funds. This growth was guided by a strategy of seeking the best available portfolio managers. CI is a leader in innovation. The company was, for example, the first to offer tax-efficient funds with the introduction of CI Corporate Class. CI also was a leader in introducing industry funds and was the first mutual fund company to partner with an insurance company to offer segregated funds. In 2013, CI launched the G5|20 Series, which offers guaranteed cash flow over 20 years and is the first mutual fund of its kind in Canada. In June 2005, CI adopted the name CI Investments to reflect its diverse lineup of investment options, including mutual funds, segregated funds, asset allocation programs, structured products and other alternative investments. Today, CI Investments is a leading investment manager with approximately $85.6 billion in assets under management. About two million Canadians trust us to help realize their financial goals. CI is proud to partner with financial advisors across Canada, who offer our funds to their clients. We believe investors are most successful when they follow a sound financial plan developed with the assistance of a qualified advisor. CI is affliated with two alternative asset management firms, Red Sky Capital Management Ltd. (www.redskycm.com) and Lawrence Park Capital Partners, Ltd. (www.lpcapitalpartners.com). CI also serves the institutional investment marketplace through a dedicated division, CI Institutional Asset Management, which is on the Web at www.ciinstitutional.com. CI is a subsidiary of CI Financial Corp., which is listed on the Toronto Stock Exchange under the symbol CIX. CI Financial had approximately $111 billion in fee-earning assets as of September 30, 2013.