MULTI-ASSET

James joined CI Global Asset Management in 2012 and is an industry veteran with more than 20 years of experience analyzing and managing bonds. James continues to lead the fixed-income components of many of CI’s key mandates, while providing leadership on the asset allocation strategy and oversight to the investment team. James graduated with a Bachelor of Arts in Economics degree from Wilfrid Laurier University and holds the Chartered Financial Analyst (CFA) designation.

Alfred has more than 18 years of experience specializing in portfolio design, asset allocation, manager and fund selection, and risk management. While at CI Global Asset Management, Alfred has brought unique ideas and processes to the management of the team’s multi-asset strategies, including a mean-reversion currency management strategy, the concept of investing in concentrated and benchmark-agnostic portfolios, and a new approach to risk management. In addition to the Chartered Financial Analyst (CFA) designation, Alfred holds an MBA from the York University Schulich School of Business, and is a member of the CFA Institute and the Toronto CFA Society.

Stephen has more than 24 years of industry experience, including more than a decade as a senior portfolio manager at another diversified global asset manager, where he managed multi-asset portfolio programs. For most of his career, Stephen has specialized in tactical asset allocation research, investment strategy selection, manager oversight, portfolio construction and risk management. He also has related investment experience in Europe, Asia and the United States. Stephen holds a bachelor of science degree from Western University, an MBA from EU Business School, the Chartered Financial Analyst (CFA) designation, and is a member of the Toronto Society of Financial Analysts.

Marchello oversees many of our multi-manager, multi-asset investment programs. He is responsible for managing CI Global Asset Management’s institutional and private client multi-asset portfolios and is a member of the CI Multi-Asset Investment Committee. Previously, Marchello led CI’s portfolio manager research and oversight function, where he was responsible for evaluating the investment managers of all CI funds. Prior to joining CI, Marchello worked at a major global consulting firm, where he assisted a wide variety of institutional clients with risk budgeting and asset liability modelling, as well as investment manager research and selection. He holds an Honours Bachelor of Mathematics degree in actuarial science from the University of Waterloo and holds the Chartered Financial Analyst (CFA) designation.