We bring a robust background in institutional investment management to address a broad range of personal requirements-tailored portfolios. Our industry leading institutional investment platform with $200+ Billion CAD in assets under management provides our clients with access to some of the most sought after and accoladed asset managers from around the world.
As your Investment Advisor, Jeff builds an investment strategy around you: your goals, your risk tolerance, your liquidity needs and your investing style. By allocating your capital to a mixture of these institutional asset managers, your portfolio will have global exposure through sleeves of diverse investment management strategies and varying economic philosophies of the capital markets.
Experience-base Capabilities
We have shaped our group around a strong team of professionals with differing, yet complementary backgrounds. Our strengths provide holistic synergies that work together to help ensure robust support and coverage for your family.
Access
The size, scale and influence of CIBC gives you unparalleled access to strategies, services and the intellectual capital of our experienced professionals.
Customization
We tailor our portfolios to suit your specific goals, while helping you navigate the impact of volatile markets with the aim to protect and grow your assets in the most cost-effective way.
Innovation
Where we see growth opportunity or unmet need in the market, we build new products and strategies to give you exclusive access.
CIBC Asset Management Investment Management Research Team
When you invest with us, we take over the tasks that can be time-consuming and daunting for individual investors. Our dedicated Investment Management Research team is responsible for identifying, selecting and monitoring investment firms from around the globe. Our team uses a proprietary investment research process. Finding skilled and stable firms is at the core of our approach. The process involves key elements that emphasize objectivity and discipline, including:
Step 1: Identify
Analyze the investment manager universe to IDENTIFY managers according to investment style based on key factors including portfolio characteristics and performance patterns.
The sub-style matrix managers are analyzed based on:
- Portfolio characteristics
- Performance patterns
- Market inefficiencies
Step 2: Understand
Research each manager to UNDERSTAND a manager's skill and executional efficiency by researching eight key categories
Skill: Ability to produce alpha
Execution: Organizational and process efficiency
- Breadth of opportunities
- Tracking error
- Stock selection process inefficiencies
Research Categories:
- Organization
- Investment Staff
- Decision Making
- Idea Generation
- Security Selection
- Sell Discipline
- Research
- Portfolio Construction
Step 3: Rank
Evaluate each manager according to best practice standards to RANK each based on skill and executional efficiency.
We rank each manager to summarize IMR's level of conviction.
Our rigorous oversight and monitoring processes help ensure each investment manager and strategy we offer is of the highest standard.
Your Global Team with Access, Scale and Specialty
Dedicated professionals
An array of talent from fund due diligence and manager selection to portfolio management and construction, working in concert to bring you high-conviction, exclusive opportunities at competitive cost.
Strategic point of view
We offer a long-term, strategic point of view, as well as nimble, opportunistic ideas in seeking to meet your needs.
Unique network of relationships
The scale and specialty of our team paired with our deep history in the capital markets have helped us develop a unique network of relationships with extensive reach.
Exclusive opportunities
We strive to build innovative access points to premier funds across the industry, and offer you exclusive access at more attractive minimum investments. Our heritage and connections across CIBC give us access to partners and opportunities not widely available.
Proprietary insights
We conduct hundreds of manager and client meetings every year to keep our fingers on the pulse of the market. With our key insights, our access and scale, we create proprietary funds around market themes where we have conviction, and we deliver them exclusively to you.
Contact us today to schedule a meeting.