TORONTO, Jan. 9, 2019 /CNW/ - CI Investments Inc. ("CI"), is pleased to announce the addition of globally experienced portfolio manager Stephen Lingard to its CI Multi-Asset Management ("CIMAM") investment team. Mr. Lingard will be working closely with CIMAM Chief Investment Officer Alfred Lam and other team members on existing and new product offerings.
"Stephen's appointment is a reflection of CI's commitment to the continued enhancement of our investment team expertise and the overall quality of our portfolio management capabilities," said Neal Kerr, Executive Vice-President, Investment Management, CI Investments.
CI Multi-Asset Management is responsible for the construction and management of CI Investments' managed solutions programs, which provide multi-manager asset allocation to meet a variety of investment needs. The team oversees $38.4 billion of assets (as of December 31, 2018) invested in a series of managed portfolio solutions for individuals, families and institutions.
Mr. Lingard, Senior Portfolio Manager and Head of Investment Research, has over 24 years of industry experience, including more than a decade as a senior portfolio manager at another diversified Canadian asset manager, where he managed multi-asset portfolio programs. Mr. Lingard also has related investment experience in Europe, Asia and the United States. Mr. Lingard holds a bachelor of science degree, an MBA, as well as the Chartered Financial Analyst designation, and is a member of the Toronto Society of Financial Analysts.
"Leveraging Stephen's expertise in asset allocation and managing multi-asset products, as well as his experience in global retail, institutional accounts and investment research, will be instrumental in the strategic expansion and development of our team," Mr. Lam noted.
About CI Investments – Trusted Partner in Wealth™
CI Investments is one of Canada's largest investment management companies. It offers a wide range of investment products and services, and is on the Web at www.ci.com. CI is a subsidiary of CI Financial Corp. (TSX: CIX), an independent, Canadian-owned wealth management firm with $166.1 billion in fee-earning assets as of December 31, 2018.
CI Multi-Asset Management is a division of CI Investments Inc.
®CI Investments and the CI Investments design are registered trademarks of CI Investments Inc. © CI Investments Inc. 2019. All rights reserved.
SOURCE CI Financial Corp.
For further information: Neal Kerr, EVP, Investment Management, CI Investments, 416-681-3267, [email protected]