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Geof Marshall

SVP, Head of Fixed Income at Signature Global Asset Management at CI Investments

Geof Marshall is a prominent figure in the investment management industry, currently serving as the Senior Vice President (SVP) and Head of Fixed Income at Signature Global Asset Management, a division of CI Investments. He has been with CI Global Asset Management (CI GAM) since 2006, where he leads the fixed income team and the private markets group. In his role, Marshall is responsible for managing various income strategies and co-managing multiple funds, including private markets and income & growth funds, as well as several multi-asset fixed income portfolios.12

Professional Background

  • Experience: Geof Marshall has over 25 years of experience in asset allocation, corporate bonds, leveraged loans, and private credit. Before joining CI GAM, he worked as a portfolio manager at Manulife Financial.12
  • Education: He holds a Bachelor of Arts in Political Science from the University of Western Ontario and is a Chartered Financial Analyst (CFA) charterholder. He has been actively involved with the CFA Society Toronto and serves on the Board of Governors at the Royal Ontario Museum, where he chairs the Investment Committee.123

Investment Philosophy

Marshall emphasizes a flexible approach to income-seeking strategies, often advocating for diversification across various asset classes. He manages high-yield components in several significant funds, such as the CI Signature Diversified Yield and CI Signature High Income. His investment strategy typically includes a focus on high-yield securities while maintaining liquidity to navigate market fluctuations effectively.34

Contributions and Recognition

Under his leadership, the CI Signature High Income fund has garnered multiple awards for its performance. Marshall's insights into market trends and investment strategies have made him a respected voice in discussions about high-yield securities and fixed income investments.4

Overall, Geof Marshall's extensive experience and leadership in fixed income management position him as a key player in the asset management landscape.

Highlights

Sep 26 · cifinancial.com
Private Market Investments | CI Global Asset Management
Geof Marshall, CFA - CI Global Asset Management
Geof Marshall, CFA - CI Global Asset Management
May 10 · morningstar.ca
Geof Marshall- Signature Global Asset Management | Morningstar
Oct 26 · morningstar.ca
Geof Marshall- CI Investments Inc. - Morningstar

Related Questions

What are Geof Marshall's key achievements at CI Global Asset Management?
How does Geof Marshall's investment strategy differ between CI Signature Diversified Yield and CI Signature High Income?
What is Geof Marshall's educational background and how has it influenced his career?
Can you provide examples of Geof Marshall's successful fixed income investments?
What role does Geof Marshall play in the Royal Ontario Museum?
Geof Marshall
Geof Marshall, photo 1
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Location

Toronto, Canada Area