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Custom portfolios

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Approach to asset allocation


The CIBC Private Wealth Asset Allocation Committee (AAC) provides value through a collaborative approach to developing the firm’s asset allocation guidelines and recommendations. Our team of highly experienced, core investment and relationship management professionals scrutinizes economic, political and market events around the globe, both gradual and sudden, and then identifies what we think are the best opportunities across all asset class, global geographic regions and funds to be represented in your portfolio. We do not subscribe to a market timing approach to investing, but rather, we emphasize a long-term horizon that is also flexible, allowing us to make modifications that are intended to add value to your portfolio over time. Our goals are to:

  • Preserve capital
  • Maintain purchasing power vs. inflation
  • Grow capital through solid risk-adjusted returns
  • Minimize potential losses by diversifying across asset classes, investment strategies and styles, and individual securities

Learn about our investment experts.

 

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Customized, quality portfolios

We believe clients of significant wealth are best served by a customized asset allocation and investment strategy. Your wealth advisor considers your liquidity and income needs, time horizon, tax issues, return expectations, risk tolerance and asset constraints when using the guidance from the AAC to set your allocation and choose the most appropriate managers.

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Seeking clarity to risk tolerance

Risk tolerance and risk perception are central to long-term investing success—as is the risk management expertise of your wealth management team.

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Asset allocation: Seek significant and sustainable opportunities

Thirty years ago, asset allocation was generally a “plain vanilla” mix of 60/40 stocks and bonds, mostly from the U.S. Plenty has changed, turning asset allocation into a science—but one that still needs a liberal dose of artful judgment.

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Should active management still play a role in your portfolio?

Historically, passive strategies perform well when the environment is conducive to broad market gains. However, the backdrop for the next few years is likely to look a bit different: tighter monetary policy, higher inflation and rising rates. .

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