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Asset Classes

Alternatives
Equities
Fixed Income
Multi-Asset
Tactical Opportunity
Global Liquidity

Investment Styles

Index Investing
Enhanced Strategies
Systematic investing

SOLUTIONS

Portfolio Management
Capital Preservation Strategies
Liquidity Management
Multi-Asset Allocation
Custom Investment Solutions
Family Office & HNW Solutions
Outsourced CIO (OCIO)

INVESTMENT PROPOSALS

Emerging Opportunities
Diversified Strategies
Strategic Investments
Large-Scale Projects

OUR CLIENTS

HNWI
Pension Funds & Plans
Consultants
Endowments & Foundations
Family Offices
Healthcare & Hospital Systems
Insurance & Financial Institutions
Official Institutions
Investment Firms
Sovereign Wealth Funds

ABOUT US

About AI Investments
Corporate sustainability
Investment stewardship

At AI Investments, our mission is to help people achieve financial well-being. Since 2002, we have been a global investment manager and fiduciary, as well as a leading fintech provider. We empower our clients with solutions to build savings, reach their most important goals, and make investing easier and more accessible.

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This material is provided for educational purposes only and is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are subject to change. References to specific securities, asset classes and financial markets are for illustrative purposes only and are not intended to be and should not be interpreted as recommendations. Reliance upon information in this material is at the sole risk and discretion of the reader. The material was prepared without regard to specific objectives, financial situation or needs of any investor.

This material may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, forecasts, and estimates of yields or returns. No representation is made that any performance presented will be achieved by any AI Investments funds, or that every assumption made in achieving, calculating or presenting either the forward-looking information or any historical performance information herein has been considered or stated in preparing this material. Any changes to assumptions that may have been made in preparing this material could have a material impact on the investment returns that are presented herein. Past performance is not a reliable indicator of current or future results and should not be the sole factor of consideration when selecting a product or strategy.

The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by AI Investments to be reliable, are not necessarily all-inclusive and are not guaranteed as to accuracy.

In the U.S., this material is for Institutional use only – not for public distribution.

In Canada, this material is intended for permitted clients only, is for educational purposes only, does not constitute investment advice and should not be construed as a solicitation or offering of units of any fund or other security in any jurisdiction.

The information provided here is neither tax nor legal advice. Investors should speak to their tax professional for specific information regarding their tax situation. Investment involves risk including possible loss of principal. International investing involves risks, including risks related to foreign currency, limited liquidity, less government regulation, and the possibility of substantial volatility due to adverse political, economic or other developments. These risks are often heightened for investments in emerging/developing markets or smaller capital markets.

FOR INSTITUTIONAL, FINANCIAL PROFESSIONAL, PERMITTED CLIENT AND WHOLESALE INVESTOR USE ONLY. THIS MATERIAL IS NOT TO BE REPRODUCED OR DISTRIBUTED TO PERSONS OTHER THAN THE RECIPIENT.

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