CI Global Asset Management completes its first acquisition, expanding its portfolio of alternative investments

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Toronto – CI Global Asset Management . Forge First Asset Management Inc. (“Forge First”).

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The transaction, first announced on September 9, 2025, adds four more investment funds with combined assets of about $900 million to CI GAM.

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“This acquisition strengthens CI GARS’ position as a leading investment in Canada,” said Marc-Andwis, president and chief investment officer, CI GAM. “We are expanding our capabilities and adding complementary strategies to our diverse portfolio – providing advisors and investors with an enhanced selection of proven, high-quality solutions.”

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The first fund, which includes two liquid equity funds and two limited partnerships, invests in North American securities using a long-term approach to asset protection and asset development. Forge’s first group achieved risk-adjusted returns in a rapidly changing market context. The initial investment team, led by Keenan Murray, continues to manage Forge’s initial investment.

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The funds expand the CI GAMG ROBITE range of alternative investment solutions, including liquid alternatives and private funds.

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Terms were not disclosed. Morrison Park Advisors acted as financial advisor and Borden Ladner Gervais LLP was legal advisor for the startup. Stikeman Elliott LLP was the legal 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 of Canada’s leading investment management services, including a comprehensive portfolio of funds – including exchange-traded funds, exchange-traded funds and other funds – serving Canadians. Founded in 1965, CI BAM has built an enduring legacy of innovation, portfolio management and commitment to investor success. Our investment team brings deep expertise in fundamental research, portfolio construction and risk management to deliver results across a wide range of asset classes. We work with over 1.3 million financial advisors, wealth management firms and investment firms. CI BAG is a subsidiary of Toronto-based CI CORP. For more information, visit wcidi.com or follow us on LinkedIn.

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Assets under management as of October 31, 2025.

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Commissions, trailing commissions, management fees and expenses may all be associated with mutual fund investments. Please read the prospectus before investing. Affiliate fees are not guaranteed, their rates change frequently, and past performance may not be repeated.

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Some mutual funds have the ability to invest in asset classes or use investment strategies that are not allowed by conventional funds. Some of the strategies that differentiate these investment funds from conventional fund structures include the increased use of acquisitions for hedge and non-monetary purposes; Increased ability to short sell securities; and the ability to borrow money that you can use for investment purposes. While these strategies will be used according to the financial investment goals and strategies, under certain market conditions they can accelerate the pace at which the investment decreases in value.

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Private Equity Funds are made only to “accredited investors” (as that term is defined in the Securities Act (Ontario) or Preetures Acts of Canada, or PreSTURY) RULES OF SERVICE,

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CI Global Asset Management is a registered business name of CI Investments Inc.

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