CIBC Private Wealth Blog
July 23, 2021
At least 110 countries have pledged to become carbon neutral by 2050. Investors should consider what sectors of the market are likely to benefit from the change.
G2G Impact: Own Your Graduation Transition Plan
August 16, 2016
Despite uneven performance from the U.S. economy and mounting worries over the long-term economic impact of the Brexit vote held in June, there’s a silver lining for the class of 2016. Citing data from the National Association of Colleges and Employers (NACE), CNBC reported that this year is shaping up to be one of the best job markets in recent years for college graduates. ...
Active Management: In Search of Outstanding Investment Ideas
Scott Burg, CFA, CAIA
August 11, 2016
Given recent market performance, it could become quite easy to focus on short-term relative numbers, especially when comparing active vs. passive investment strategies. Although passive strategies tend to charge lower fees with mandates to match the performance of an index, investors should expect to almost fully capture market returns on the upside and to nearly match the index on the...
Examining Our Culture of Care With Gaby Bailey
August 10, 2016
The word “fiduciary” is commonly associated with the words “ethics,” “duty,” “prudence,” “loyalty” and—almost always—“trust.” No surprise there, as the word comes from the Latin fidere, to trust. In the Q3 edition of The Advisor, Atlantic Trust’s quarterly magazine, we sit down with Chief Fiduciary Officer Gabrielle D. “Gaby” Bailey to gain a better understanding of...
Incorporating Insurance Into Your Wealth Protection Plan
Susan Farris, CFA
August 05, 2016
Insurance may very well be the only purchase a person makes without having any intention to use it. And yet, it plays an essential role in not only risk management, but also asset protection. Many different types of insurance are available for various circumstances, but today I would like to focus specifically on the subject of disability insurance. Although disability...
The Four Drivers of Success for Our Disciplined Equity Strategy
Brant Houston, CFA
August 03, 2016
In managing our Disciplined Equity Strategy (DISE), we look for companies with characteristics that reflect quality, such as strong cash flows, proven management teams and leading competitive positions in attractive industries. As a result of our focus on these qualities, DISE has been able to stand out from the pack in terms of its performance by generally producing...
Reviving Charitable Remainder Trusts
Art Graper, CFP®
July 27, 2016
When it comes to estate and tax planning, philanthropy provides an opportunity to leave a legacy or fulfill a personal passion. Among the available giving strategies, Charitable Remainder Trusts (CRTs) are unique because of their ability to pay donors an annual income stream and satisfy charitable desires at the same time. This is because the trust’s remainder passes to one or more...
Housing Is Finally Delivering a Boost to the Economy
Jay Pearlstein, CFA
July 26, 2016
In the movie “The Big Short,” based on Michael Lewis’ best-selling book about Wall Street’s role in the housing boom and subsequent bust, there is the constant, incredulous refrain: “But housing is always stable... people don’t just not pay their mortgage... It will never collapse.” Bets upon bets upon bets later, it did happen, resulting in the Great Recession and Financial Crisis of...
Adam Karpf Featured in Barron’s Speaking About MLPs
Dave Donabedian, CFA
July 22, 2016
Adam R. Karpf, CFA, co-manager of Atlantic Trust’s Master Limited Partnership (MLP) strategies, was recently featured in a Barron’s article in which he commented on the recent rally within energy-focused MLPs. He elaborates further in the quote below: Over time, with the further stabilization in crude oil prices, we expect investors will recognize and gain better...
The Venture Capital Questions You’ve Been Wanting To Ask, Answered
July 20, 2016
Beyond the three primary asset classes—stocks, bonds and cash—there are many other types of investments that can be used to diversify investment portfolios. Over the years, alternative investment strategies such as natural resources, real estate and hedge funds have become popular allocation targets to achieve this diversification. Another popular alternative asset class—and one that continues...
A Long-Term Trust for Long-Term Planning
Dee Ann Schedler
July 19, 2016
A key strategy in wealth planning today, trusts offer broad flexibility to help families achieve their wealth planning goals by providing: Broad flexibility to help structure and manage assets Reduced administrative costs and delays at death Substantial estate and gift tax savings ...
A View from the Inside: Who Will Be Next in the White House?
Gary Pzegeo, CFA
July 15, 2016
According to David Wasserman, the 2016 presidential election will break every rule of politics we have been taught. Wasserman is political analyst and House editor for The Cook Political Report, which provides analyses of presidential, U.S. Senate, House and gubernatorial races. In March, to coincide with the launch of our Investment and Political Outlook Speaker Series, David spoke...
Atlantic Trust Opens 3rd Office in Texas, 14th Nationwide
July 14, 2016
Atlantic Trust is pleased to announce the opening of a new office—our 14th nationwide—in Dallas, Texas. This strategic expansion builds upon our firm’s already strong foundation in Texas with our Austin and Houston offices and provides room for further growth in one of the country’s fastest-growing wealth centers. Dallas is already well established as a vibrant wealth...
Gaby Bailey Among the 50 Most Influential Women in Private Wealth
July 13, 2016
We are pleased to announce that Gabrielle D. “Gaby” Bailey, chief fiduciary officer for Atlantic Trust, has been named one of the country’s 50 most influential women in private wealth by Private Asset Management (PAM) magazine. Gaby joined Atlantic Trust in 2003 as the firm’s legal counsel before eventually joining our Wealth Strategies Group as director of Delaware...
Atlantic Trust Recognized in Financial Times Top 300 RIAs List
Kishore Setty, CFA
June 30, 2016
My colleague, Kyle Edmonds, CFP®, and I were honored to represent Atlantic Trust at a recent awards presentation in New York hosted by Financial Times, a leading financial news publication. During the presentation, Atlantic Trust was recognized for its inclusion in Financial Times’ list of the nation’s top 300 Registered Investment...
Creating Flexible Trusts in Uncertain Times
Judy Saxe, AEP®, CAP®
June 29, 2016
Attorneys and other advisors often recommend trusts to help manage and protect assets for the long term or to help achieve a certain tax benefit. If a trust is designed to be irrevocable, whether during life or after death, it is critical to consider whether it makes sense to add provisions that may enable trust modifications if necessary to adapt to changing times and circumstances. ...
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