Ali Pervez

Analyst-Equity at

CI Investments, Inc.

Finance

Consumer Services

Distribution Services

Profile

Mr. Ali Pervez, CFA, is a Vice President, Portfolio Manager & Research Lead at CI Investments, Inc. He joined CI GAM in 2016 and is responsible for managing Canadian and global equity portfolios and is the research lead for consumer staples and discretionary.
Mr. Pervez brings over 10 years of industry experience to his role at CI GAM.
Before joining the firm, Mr. Pervez was the Assistant Vice-President at Barclays Capital, responsible for equity research focused on Canadian telecom, media and technology.
Before that, he was an associate analyst at National Bank, responsible for equity research, focused on Canadian consumer.
He has a Bachelor of Business Administration degree from Wilfrid Laurier University and also holds the Chartered Financial Analyst designation.

Ali Pervez active positions

Companies	Position	Start
CI Investments, Inc. CI Investments, Inc. Investment ManagersFinance CI Investments offers an array of mutual funds, including over 90 core funds. These funds include a range of portfolio managers who cover the full spectrum of investment styles and strategies focusing on various regions, asset classes and industries. Rather than offering just one investment style, the firm has engaged leading money managers in all disciplines: value, blend (growth at a reasonable price) and growth. CI Investments believes that their approach to responsible investing is aligned with the six principles that comprise the United Nations Principles for Responsible Investing.	Analyst-Equity	2016-05-31

All active positions of Ali Pervez

Former positions of Ali Pervez

Companies	Position	End
Barclays Capital Canada, Inc. Barclays Capital Canada, Inc. Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	2016-04-30
National Bank Financial, Inc. (Broker) National Bank Financial, Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	2013-09-29
Canada Pension Plan Investment Board Canada Pension Plan Investment Board Investment ManagersFinance CPP Investments actively buy and sell public and private investments to build a diversified global portfolio that maximizes long-term returns. The firm invests across all major asset classes: public equities, private equities, real estate, infrastructure and fixed income instruments.	Corporate Officer/Principal	2012-08-29
UBS Securities Co. Ltd. UBS Securities Co. Ltd. Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	2010-12-30
Johnson & Johnson Products, Inc. Johnson & Johnson Products, Inc. Medical DistributorsDistribution Services Supplies consumer healthcare products, medical devices and pharmaceutical products	Corporate Officer/Principal	2009-08-29

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Training of Ali Pervez

Experiences
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Linked companies

Private companies	7
CI Investments, Inc. CI Investments, Inc. Investment ManagersFinance CI Investments offers an array of mutual funds, including over 90 core funds. These funds include a range of portfolio managers who cover the full spectrum of investment styles and strategies focusing on various regions, asset classes and industries. Rather than offering just one investment style, the firm has engaged leading money managers in all disciplines: value, blend (growth at a reasonable price) and growth. CI Investments believes that their approach to responsible investing is aligned with the six principles that comprise the United Nations Principles for Responsible Investing.	Finance
Canada Pension Plan Investment Board Canada Pension Plan Investment Board Investment ManagersFinance CPP Investments actively buy and sell public and private investments to build a diversified global portfolio that maximizes long-term returns. The firm invests across all major asset classes: public equities, private equities, real estate, infrastructure and fixed income instruments.	Finance
National Bank Financial, Inc. (Broker) National Bank Financial, Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services	Finance
Wilfrid Laurier University Wilfrid Laurier University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
UBS Securities Co. Ltd. UBS Securities Co. Ltd. Investment Banks/BrokersFinance Provides brokerage services	Finance
Johnson & Johnson Products, Inc. Johnson & Johnson Products, Inc. Medical DistributorsDistribution Services Supplies consumer healthcare products, medical devices and pharmaceutical products	Distribution Services
Barclays Capital Canada, Inc. Barclays Capital Canada, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance

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