Annual Report

Overview

The report describes CI Financial's 2020 transformation into a larger, more global asset and wealth manager, including 13 U.S. RIA acquisitions and wealth-management expansion. It highlights a formal responsible-investment policy, a dedicated ESG function and coverage of approximately 70% of assets under management. The CSR section also reports a multi-departmental ESG committee, a Diversity and Inclusion Committee and e-delivery that reduced printed statements by 57%. Consolidated total revenue was $2,050.5 million and net income attributable to shareholders was $476.0 million.

Document

Report type: Annual Report with Sustainability Disclosures
Class: Embedded
Scope: Full report
Fiscal year: 2020
Period: Ends 31 December 2020
Language: English
Pages
File size
Restatement: Disclosed

Reporting standards, commitments and assurance details are available with a free account.

Materiality

Assessment
Basis

Assurance

Statement included

Data Services

Turn sustainability reports into a dataset built for your research.

From bulk PDFs to structured indicators and machine-readable documents.

View services