Skip to Main Content
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
Client Login
  • Home
  • About us
    • Our Team
    • Community
    • Contact us
  • Family Wealth Advisory
    • Total Wealth Management
  • Multi-Asset Class Portfolio Strategy
    • Investment Policy
    • Portfolio Construction
    • Colling Group Managed Strategies
    • Alternative Investments
    • Responsible Investing
  • Wealthview Podcast
  • Colling Group Insights
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
  • Client Login
 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

The Colling Group

  • Home
  • About us
    • Our Team
    • Community
    • Contact us
  • Family Wealth Advisory
    • Total Wealth Management
  • Multi-Asset Class Portfolio Strategy
    • Investment Policy
    • Portfolio Construction
    • Colling Group Managed Strategies
    • Alternative Investments
    • Responsible Investing
  • Wealthview Podcast
  • Colling Group Insights

Portfolio Construction

Address 200 King Street West Suite 1807 Toronto ON, M5H 3T4
Telephone Number (416) 594-8855
Email Email us
Email Email
Telephone Number Tel

Portfolio Construction

We build exceptional, well-diversified portfolios centred around client goals, and are tailor made to help realize them.

 

The core of our portfolios are constructed around our Colling Group managed strategies, focused on North American equity. We operate on an open architecture and are not tied to proprietary products. We have the freedom to use best-in-class funds from 3rd party managers, structured products, and alternative investments, to add exposure to multiple asset classes and geographies.

 

We manage risk through a well-regimented investment process:

  • No use of leverage or derivatives;
  • Strict sector, geographic and position limits to moderate concentration risk;
  • Institutional trading capacity and efficiency;
  • Active portfolio management and regular rebalancing;
  • Independent compliance oversight from one of Canada's leading discretionary account programs;
  • Disciplined buy/sell ranges, supported by in-depth analytics.
 

Equity Investment Process

Momentum; +estimate revisions; +earnings surprise; EBITDA; RSI/VOL Value; P/B; ROE; P/CF; debt/equity. Income; payout ratio; dividend growth; FCF momentum; ROE momentum.

 

Our data-driven security selection process uses a customized quantitative filter to narrow down thousands of securities into a handful of potential investments. Using a multi-variable ranking system, we identify the best opportunities and use a fundamental screen to search for market catalysts and drivers to determine what best fits into our portfolios.

 
 
  • Rates
  • FAQ
  • Agreements
  • Trademarks & Disclaimers
  • Privacy & Security
  • CIRO AdvisorReport
  • Accessibility at CIBC
  • Manage Cookie Preferences
  • Cookie Policy
 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.