Office address: 15 York Street, 2nd Floor, Toronto, ON M5J 0A3
Website: www.marret.com
Year established: 2001
Company type: asset management firm, investment firm, financial services provider
Employees: 11 to 50
Expertise: fixed income, hedge funds, high yield, and investment grade
Parent company: CI Global Asset Management
CEO and key people: Roberto Katigbak, CEO
Financing status: corporate backed or acquired
Marret Asset Management is a fixed income manager that focuses on corporate credit strategies. It was established in 2001 and operates in Toronto and Montreal. In 2021, it had $6 billion in assets under management.
Marret was set up in 2001, serving private investors and institutions. It weathered the 2008 financial crisis, then expanded its offerings in 2009 to include a wider scope of corporate credit investing strategies.
In 2013, Marret Asset Management Inc. became a majority-owned subsidiary of CI Financial Corporation. In 2021, the firm reached $6 billion in assets under management.
Marret Asset Management is a specialist fixed income manager that specializes in portfolio management and advisory services. Some of its products and services include:
Marret caters to high-net-worth individuals and retail and institutional investors.
Marret Asset Management’s culture and work philosophy can be broken down into 4 aspects:
The firm values not just expertise and skill, but also excellent client service. Marret’s portfolio team delivers highly specialized advice and support to its clients.
Roberto Katigbak assumed the role of CEO for Marret Asset Management in Jun 2023. Before his appointment, he was the firm’s Institutional Strategist and Head of Sales and Marketing from 2017-2023.
Before joining Marret, Katigbak took on various roles in renowned financial organizations such as Manulife, Equisoft, and CI Investments.
Katigbak holds a degree in Finance from the John Molson School of Business at Concordia University. He is also a Financial Analyst Charterholder.
Marret Asset Management is a fixed income manager that focuses on corporate credit strategies. It was established in 2001 and operates in Toronto and Montreal. In 2021, it had $6 billion in assets under management.
Over the past 20 years, Marret has earned significant achievements and milestones. These wins can be attributed to its strong portfolio team, a commitment to research and analysis, and a focus on customer service. With the support of parent company CI Financial Corporation, continued success can only be in store for Marret Asset Management Inc.
Over the past 20 years, Marret has earned significant achievements and milestones. These wins can be attributed to its strong portfolio team, a commitment to research and analysis, and a focus on customer service. With the support of parent company CI Financial Corporation, continued success can only be in store for Marret Asset Management Inc.
Upcoming portfolio manager changes follow decision to alter diversified, multi-manager fund’s asset allocation
Originally the Marret Investment Grade Bond Fund, a new active bond ETF by First Asset has started trading on the TSX
As Brexit looms, fixed-income managers are turning to corporate debt, with yields on 10-year bonds hitting a 10-month low
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