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CIBC Private Wealth, Wood Gundy CIBC Private Wealth, Wood Gundy

Lam Advisory Group

  • Home
  • Your Lam Advisory Group
    • Your Advisory Team
    • Services Available to You
    • Your Communities
    • Your ESG Investing
    • Your Market Insights
  • You Becoming Our Client

Portfolio Management

Address West Tower, The Bay Adelaide Centre 333 Bay St., Suite 2800 Toronto ON, M5H 2R2
Telephone Number (416) 594-8830
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PORTFOLIO MANAGEMENT

Our Investment Process

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Understanding You Objectives

By customizing your Investment Policy Statement (IPS), we work with you to navigate the markets, life events and any changes to your finances.

Asset Allocation

A mix of asset classes such as equities, fixed income and alternatives, and strategies such as tactical asset allocation, active versus passive investing and portfolio rebalancing all have a role to play. Our diversified investing style may help improve portfolio performance and smooth the path to achieving your ambitions.

Investment Management and Computerized Research

Our equity selection process is multi-disciplined, combining top-down and bottom-up investment approach, with fundamental, quantitative and technical analysis. We utilize powerful computer platform that is used by Canada's top institutional money managers, quantitatively ranks and filters stock based on our equity strategies.
Where sub-advisor are appropriate, we identify investment managers according to investment style, understand their skill and executional efficiency, and select managers with strong conviction.

Rebalance and Monitor

Our dedicated team of experienced investment professionals continuously monitors evolving developments in capital markets, and rebalances your portfolio to ensure it remains relevant to your long-term investment goal.

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ADVISOR MANAGED ACCOUNT: EXPERTISE YOU CAN TRUST

There are hundreds of qualified Portfolio Managers worldwide that can manage your money – but finding one you know and trust narrows your options considerably. As a qualified Portfolio Manager, Jeff Lam personally design portfolios reflecting various investment styles for the exclusive use of his clients.

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PORTFOLIO MANAGEMENT

When you buy an investment, you acquire something that necessarily changes in value over time. However, there are ways to influence, if not control, how your investments perform through various portfolio management techniques. Here are some core concepts related to portfolio management that underlie an effective investment strategy, regardless of your personal circumstances. •Asset Allocation •Diversification •Managing Risk •Managing Reward Talk to us today on how these and others apply to you and how you can make the most of them.

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ASSET ALLOCATION

Our asset allocation strategies range from traditional balanced mandates to sophisticated overlay solutions and standalone absolute return strategies, as well as commodity-indexing strategies. Traditional Asset Classes: • Stock Equities • Bonds Alternative Strategies • Arbitrage • Long/Short • Real Estate • Private Debt • Private Equity Absolute return strategies: • Multi-asset • Single asset - Currencies, Equities, Global bonds Traditional balanced mandates: •Balanced mandates •Tactical asset allocation mandates

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RESPONSIBLE INVESTMENT

CIBC Asset Management is proud to be a signatory of the United Nations-supported Principles for Responsible Investment (PRI). We implement these principles across all of our investment classes, because a thorough risk assessment — including environment, social and governance factor analysis — is fundamental to responsible investing. We’ve committed to responsible investing by integrating ESG factors into all of our investment and ownership decisions.

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THE VALUE OF INVESTMENT MANAGEMENT RESEARCH (IMR)

The IMR team uses a comprehensive proprietary process to evaluate manager best practices in eight key categories to understand not only investment execution efficiency, but most importantly manager skill – the foundation of alpha. Step 1: Identify Step 2: Understand Step 3: Rank

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PERSPECTIVES

Our flagship publication. An economic 12-month forecast, analyzing how markets might be affected.

Perspectives (PDF, 515 KB) Opens in a new tab.
 
 
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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.