CI World Asset Administration Completes Acquisition of Forge First, Increasing its Lineup of Different Investments
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TORONTO — CI World Asset Administration (“CI GAM”) in the present day introduced it has accomplished the acquisition of Toronto-based various asset supervisor Forge First Asset Administration 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 pacesetter in various investments in Canada,” stated Marc-André Lewis, President and Chief Funding Officer, CI GAM. “We’re deepening our capabilities and including complementary methods to our various lineup – offering advisors and buyers 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 strategy that seeks a steadiness between asset safety and capital enhancement. The Forge First workforce has achieved constant risk-adjusted returns in a quickly altering market surroundings. The Forge First funding workforce, led by Keenan Murray, continues to handle the Forge First funds.
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Prime Tales
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The funds lengthen CI GAM’s strong suite of other funding options, which embody liquid options and personal markets funds.
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Phrases 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 World Asset Administration
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CI World Asset Administration (CI GAM) is considered one of 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. Based 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 building and danger administration to ship outcomes throughout a broad vary of asset lessons. We companion with monetary advisors, wealth administration companies and establishments to serve greater than 1.3 million buyers. CI GAM is a subsidiary of Toronto-based CI Monetary Corp., a diversified international asset and wealth administration firm. For extra info, go to www.ci.com or comply with us on LinkedIn.
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Belongings 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 are usually not assured, their values change regularly, and previous efficiency is probably not repeated.
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Different funding funds have the power to put money into asset lessons or use funding methods that aren’t permitted for standard mutual funds. The precise methods that differentiate these funding funds from standard fund construction embody elevated use of derivatives for hedging and non-hedging functions; elevated potential to promote securities quick; and the power to borrow money to make use of for funding functions. Whereas these methods will likely be utilized in accordance with the funding funds’ funding targets and techniques, throughout sure market situations they might speed up the tempo at which your funding decreases in worth.
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Personal markets funds are solely being made accessible to “accredited buyers” (as such time period is outlined within the Securities Act (Ontario) or Nationwide 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 World Asset Administration 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, Company Communications
CI World Asset Administration
416-681-3254
moxby@ci.com#distro
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