Our approach to investment management
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Investment approach & platform
We offer a broad opportunity set across asset classes, global geographic regions and managers because in our experience, we found this to be the best way to preserve and grow your assets. For your portfolio, we consider your family and your goals and needs, and give you a customized investment portfolio with access to global expertise.
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Global diversification to enhance risk-adjusted returns
This is a generalization of asset classes and is for illustrative purposes only.
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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.” CONTACT DAVE
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Active Debate on Passive Investing
We examine the respective merits and drawbacks of active management and passive management, as well as the CIBC Private Wealth selection approach for finding investments that we believe will stand the test of time.
Multi-Manager Investment Program
Accessing Global Investment Expertise
Our mission to identify best-in-class managers that can add long-term value to our clients' portfolios is achieved only throug a fair assessment of these managers.