Adam Eric Tuer

CIBC AM maintains a strong tradition of disciplined investment processes, prudently manages risk and develops customized and innovative solutions for their clients. The firm specializes in a variety of investment solutions such as equities, fixed income, currency management, liability-driven investments, asset allocation and responsible investments.

Acts as Closed-End Investment Fund/Investment Trust

CI Investments offers an array of mutual funds, including over 90 core funds. These funds include a range of portfolio managers who cover the full spectrum of investment styles and strategies focusing on various regions, asset classes and industries. Rather than offering just one investment style, the firm has engaged leading money managers in all disciplines: value, blend (growth at a reasonable price) and growth. CI Investments believes that their approach to responsible investing is aligned with the six principles that comprise the United Nations Principles for Responsible Investing.

Marret is a specialist fixed income manager focused on corporate credit strategies. With mandates in investment grade credit, short-term cash alternatives, high yield and opportunistic distressed, the firm’s focus is on achieving positive absolute returns with emphasis on risk management. Their investment process is a blend of top-down and bottom-up strategies. It begins with a macro forecast and selection of industry over and underweights, then moves into company and individual security selection.

Functions as a College/University

Exists as exchange Traded Fund