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Investment management

Investment Capabilities Intro

Proven investment platform

Some firms use the term “open architecture” to mean they act solely as a manager of external managers. At CIBC Private Wealth, open architecture means we are open to excellent investment ideas for our clients, whether they emanate from our select number of internal strategies or from external managers after thorough due diligence.

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Investments alternating features

Broad, globally diversified investment offering

Internal expertise

Beating the market is no easy thing, and we attempt to do so only where we believe we have seasoned professionals with a high-conviction investment philosophy and a performance edge. Importantly, our internal managers undergo the same intense scrutiny as our external managers.

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External expertise

In a typical year, there are approximately 100 external managers on our platform, covering almost every asset class and strategy: public equity, fixed income, hedge funds, private markets, real assets and ESG and impact investing.

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Customized portfolios

For your portfolio, we think about your family and your specific goals and needs, and we give you a customized investment portfolio that brings to you the best from the world’s investment opportunities and managers. We use a disciplined asset allocation process to structure a long-term plan designed to meet your objectives.

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Investment solutions

You come to us with wealth, and it’s our job to preserve it and grow it in a careful and measured way over time. We aren’t seeking to take any unnecessary risk, but rather, to provide you with some liquidity, competitive risk-adjusted returns and as smooth a ride as possible.

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Investment offering
Investment offering: Global diversification to enhance risk-adjusted returns

This is a generalization of asset classes and is for illustrative purposes only.

 

Capabilities: Investment Approach - Dave Quote

David L. Donabedian

Chief Investment Officer, CIBC Private Wealth

“A guiding principle of our investment offerings to our clients is: Would we buy this for ourselves? This is particularly true for our internal, proprietary strategies, which are based on what we believe is differentiated expertise inside the firm. All internal strategies must meet a high bar for the competition within their investment categories. Because we combine that standard with the breadth of knowledge on our Multi-Manager Investment Team, which researches global external managers across a wide range of asset classes, we have something unique and incredibly strong.”

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