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WALTER SCOTT GLOBAL EQUITY GROWTH
Walter Scott focuses on managing global and international equity portfolios. Its investment philosophy is growth-oriented, and it seeks out blue-chip companies whose sector of activity benefits from above-average sustainable growth. This approach allows your investments to grow and produce solid long-term returns. Walter Scott uses in-house research methods to select and monitor securities. The Walter Scott Global Growth Equity strategy aims to achieve long-term capital appreciation by investing in quality companies that generate strong, sustainable growth. The strategy may invest part of the portfolio in emerging markets.
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CIBC PRIVATE WEALTH MANAGEMENT U.S. CORE EQUITY PORTFOLIO
CIBC Private Wealth Management is part of CIBC Bank and provides wealth management advice and solutions to high net worth clients. The U.S. Equity Core Model Portfolio seeks to maximize total return and outperform its underlying benchmark by investing primarily in mid- and large-cap U.S. companies using a disciplined, multidisciplinary investment approach. based on fundamental, quantitative analysis.
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CIBC PRIVATE WEALTH MANAGEMENT CANADIAN CORE EQUITY PORTFOLIO
CIBC Private Wealth Management is part of CIBC Bank and provides wealth management advice and solutions to high net worth clients. The model aims to achieve long-term capital and income growth by investing primarily in proven Canadian companies using a rigorous, multidisciplinary investment approach based on fundamental, quantitative and technical analysis.
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CANADIAN LADDERED BOND
The Canadian Ladder Bond strategy aims to produce high current income and emphasizes capital preservation by investing in fixed income securities of Canadian governments and corporations. The investment process used by CAM for the Canadian laddered bond portfolio is based on a top-down approach focused on fundamental and quantitative analysis. The strategy targets fixed income securities with investment grade credit ratings with the goal of preserving capital while providing regular income.
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KAYNE ANDERSON U.S. SMALL/MID-CAP EQUITY CORE
Kayne Anderson adheres to a strategy favoring “quality at a reasonable price”. The team looks for companies that it believes are strong, have low balance sheet debt and are experiencing consistent growth over the duration of a market cycle. Kayne Anderson's independent fundamental approach emphasizes stock valuation both historically and forecastly. The objective is to identify companies that have competitive advantages due to their brand activities, their low production costs or their dominant position in a niche of their sector.
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CAPITAL GROUP GLOBAL EQUITY SMA
Capital Research and Management Company (Capital Group) is one of the world's largest privately held investment management companies with over 85 years of experience in the investment industry and is globally renowned among investors seeking to obtain superior long-term investment results. Managers take a long-term buying approach by selecting companies that generally demonstrate quality characteristics, such as large profit margins, strong balance sheets and sustainable business models. The long-term purchasing approach allows capital to grow while potentially increasing tax efficiency compared to a high turnover approach
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BARRANTAGH CANADIAN SMALL-CAP EQUITY
Established in 1995, Barrantagh Investment Management Inc. provides rigorous portfolio management to individual and institutional investors. Barrantagh's mandate is to preserve and increase the capital of its clients, through the rigorous application of its value-oriented investment process. Its investment method has resulted in above-average returns in return for below-average investment risk.
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CIBC Structured notes
Structured notes are debt securities, typically issued by a bank, that pay a return based on that of one or more underlying reference assets. Notes are “structured” by the issuer, which assigns characteristics based on specific market perspectives and risk tolerance, and can provide exposure to both traditional assets and assets that are not always readily available to investors . Structured notes often provide investors with potential returns in excess of the interest rates offered on fixed income securities and can help investors achieve their specific goals and objectives.
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