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TORONTO — CI Global Asset Management (“CI GAM”) as we speak introduced it has accomplished the acquisition of Toronto-based various asset supervisor Forge First Asset Management Inc. (“Forge First”).
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The transaction, first introduced on September 9, 2025, provides 4 various funding funds with mixed property of roughly $900 million to CI GAM.
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“This acquisition strengthens CI GAM’s place as a frontrunner in various investments in Canada,” mentioned Marc-André Lewis, President and Chief Investment Officer, CI GAM. “We are deepening our capabilities and including complementary methods to our various lineup – offering advisors and traders with an enhanced collection of confirmed, high-quality options.”
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The Forge First funds, which embody two liquid various mutual funds and two restricted partnerships, put money into North American securities utilizing a long-short method that seeks a stability between asset safety and capital enhancement. The Forge First workforce has achieved constant risk-adjusted returns in a quickly altering market setting. The Forge First funding workforce, led by Keenan Murray, continues to handle the Forge First funds.
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The funds lengthen CI GAM’s sturdy suite of different funding options, which embody liquid alternate options and non-public markets funds.
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Terms weren’t disclosed. Morrison Park Advisors served as monetary advisor and Borden Ladner Gervais LLP was authorized advisor to Forge First. Stikeman Elliott LLP was authorized advisor to CI GAM.
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About CI Global Asset Management
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CI Global Asset Management (CI GAM) is one among Canada’s main funding administration companies, offering a complete suite of options – together with mutual funds, exchange-traded funds and various investments – to assist Canadians obtain their monetary objectives. Founded in 1965, CI GAM has constructed a permanent legacy of innovation, disciplined portfolio administration and dedication to investor success. Our funding workforce brings deep experience in elementary analysis, portfolio development and threat administration to ship outcomes throughout a broad vary of asset lessons. We accomplice with monetary advisors, wealth administration companies and establishments to serve greater than 1.3 million traders. CI GAM is a subsidiary of Toronto-based CI Financial Corp., a diversified international asset and wealth administration firm. For extra data, go to www.ci.com or comply with us on LinkedIn.
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Assets beneath administration are as of October 31, 2025.
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Commissions, trailing commissions, administration charges and bills all could also be related to mutual fund investments. Please learn the prospectus earlier than investing. Mutual funds should not assured, their values change incessantly, and previous efficiency will not be repeated.
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Alternative funding funds have the power to put money into asset lessons or use funding methods that aren’t permitted for typical mutual funds. The particular methods that differentiate these funding funds from typical fund construction embody elevated use of derivatives for hedging and non-hedging functions; elevated means to promote securities quick; and the power to borrow money to make use of for funding functions. While these methods will probably be utilized in accordance with the funding funds’ funding goals and techniques, throughout sure market situations they might speed up the tempo at which your funding decreases in worth.
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Private markets funds are solely being made out there to “accredited traders” (as such time period is outlined within the Securities Act (Ontario) or National Instrument 45-106 – Prospectus Exemptions, as relevant) resident in, or in any other case topic to the securities legal guidelines of, any province or territory of Canada, or pursuant to such different exemptions from the prospectus necessities beneath relevant securities laws.
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CI Global Asset Management is a registered enterprise identify of CI Investments Inc.
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©CI Investments Inc. 2025. All rights reserved.
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Murray Oxby
Vice-President, Corporate Communications
CI Global Asset Management
416-681-3254
moxby@ci.com#distro
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