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

Leanne Mamchur, CFA, CFP, FMA

  • Home
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Your Long-Term Strategic Asset Allocation Team

Address 500 Centre Street SE 27th Floor Calgary AB, T2G 1A6
Telephone Number (403) 476-0161
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Your Long-Term Strategic Asset Allocation

CIBC Asset Management - Asset Allocation and Currency Management Team
 
The long-term strategic asset allocation model incorporates the CIBC Asset Management Multi-Asset and Currency Management forward-looking asset class views for the next 10-year period. This is complemented by tactical short-term opportunities aimed at maximizing risk-adjusted return profiles. Your portfolio manager will use this research to guide their decisions surrounding your overall mix.
 
Portfolio management is both an art and a science and for individual investors it is filled with personal emotion. Behavioral finance studies have shown that investors tend to be influenced by their emotions as well as trends they hear in the media or other sources. By not sticking to a long-term asset allocation approach, investors tend to chase performance within select asset classes, industries or geographies. This type of behaviour has been shown to result in underperformance relative to a more diversified and regularly rebalanced asset allocation over the long term.

 

Our asset allocation recommendation is based on a three-step process.
  • First, we establish a global asset allocation model based on traditional asset classes: Canadian money market, Canadian equities, global equities, Canadian fixed income, global fixed income and high yield bonds.
  • Second, we extend the global model to include a broader asset mix, which is expected to improve the portfolio’s risk-adjusted returns. In addition to the traditional major asset classes, we include real assets, emerging market equities and debt, floating rate loans and multi-sector fixed income.  Our recommendations to fund these allocations would come from prior allocations to bonds and equities.  The inclusion of result in higher long-term expected return and less risk (as measured by standard deviation).
  • Lastly, we look at alternative strategies offered through absolute return strategies and private assets to diversify the portfolio or earn a higher return.
 
 
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CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: 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. 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.