Zoe Li, CFA, CPA
Associate Portfolio Manager – Multi-Asset
Zoe Li is an Associate Portfolio Manager and a member of CI Multi-Asset Investment Management Committee. In her role, Ms. Li works closely with the portfolio managers to build initial strategic asset allocation models and recommend tactical asset allocation based on market conditions. She also is responsible for cash flow management, trading and assisting in portfolio construction and risk management. Prior to joining the team in 2016, she held the role of compliance officer at CI GAM. She has over eight years of industry experience. Ms. Li holds a Master of Management and Professional Accounting degree from the University of Toronto, the Chartered Professional Accountant designation, and the Chartered Financial Analyst designation.