CI INVESTMENTS INC.

CI Investments Inc. is a private investment management company that is based out of Toronto. The company was established back in 1965 and has been managing money on behalf of its Canadian clients ever since. CI Investments Inc. would grow and expand into the global fund market with its CI Pacific Fund, one of the first funds in Canada focused on Asian markets. The company would continue to expand its “lineup of funds to provide investors with an increasingly comprehensive offering of Canadian, global and industry funds,” maintaining a leading position in its market and being the first to offer tax efficient funds with its CI Corporate Class funds. The company was also the first mutual fund company to partner with another insurance company to offer segregated funds. The company, previously known as Canadian International Fund Management would adopt its current 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.” The company today is one of the largest investment fund companies operating in Canada with over 2 million total Canadian clients. CI Investments Inc. currently operates as a subsidiary of its parent company CI Financial Corp., and has offices located throughout Canada in Vancouver, Calgary, and Montreal with one international location located in Boston. CI Investments Inc. is owned in a controlling majority by John Warren Jr. Norman, who currently acts as the President of the company. The company invests most heavily in the finance sector, which alone makes up almost a third of its total asset allocations, and also invests in the information technology, materials, energy, utilities and telecommunications, health care, consumer discretionary, and consumer staples sectors, among others, in order of decreasing allocation. The company currently offers a variety of mutual funds including its American Growth Equity, Value Corporate, and Canadian Dividend funds.