CI Investments has made portfolio management changes that affect a number of funds.

Cambridge Global Asset Management, a division of CI, has been named portfolio advisor to the U.S. Equity Alpha Corporate Class and to a portion of multi-manager funds. Those are the:

  • Select U.S. Equity Managed Corporate Class
  • Select U.S. Equity Managed Fund
  • Select International Equity Managed Corporate Class
  • Select International Equity Managed Fund.

The changes to the U.S. funds are effective on or about June 15, 2017, and the changes to the Select International Equity Managed funds are effective on or about April 15, 2017.

Cambridge is replacing Tetrem Capital Management as portfolio advisor to the U.S. Equity Alpha Corporate Class and portions of the Select U.S. Equity Managed Corporate Class and Select U.S. Equity Managed Fund. Tetrem will continue to manage a number of other mandates for CI.

CI says another change is Altrinsic Global Advisors has been named portfolio sub-advisor to the Signature International Fund and Signature International Corporate Class, and the funds will be renamed CI International Fund and CI International Corporate Class, respectively. These changes will be effective on or about April 15, 2017.