CIBC Private Wealth Management Blog
Scott Burg, CFA, CAIA
Investments

Behavioral Finance: It’s All In Your Mind

Scott Burg, CFA, CAIA
February 26, 2019

Have you ever felt like you are your own worst enemy when it comes to investing? If so, you’re not alone. In fact, it’s a foundational truth of behavioral finance, the psychological study of financial decision-making. When it comes to investing, humans routinely make mistakes due to mental shortcuts and emotional biases. To better understand the role of emotions in investing, we talked with...
Investments

Investors Beware…Of Investors

Scott M. Burg, CFA, CAIA
June 29, 2017

Download PDF   Last month’s investment article highlighted the debate surrounding active vs. passive investment, framed by the notion that most professionally managed funds have struggled to keep up with indices in recent years. This month, we continue our discussion, but with a different dimension of active management, looking at whether individual investors are successful in...
Investments

Active Management: In Search of Outstanding Investment Ideas

Scott M. 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...
Uncategorized

The Key to Unlocking Global Investment Opportunities

Scott M. Burg CFA CAIA
December 03, 2014

Since 1992, Atlantic Trust’s Multi-Manager Investment Program (MMIP) has combined the internal management expertise that the firm is already known for with access to “best-in-class” external investment managers. But with $8.7 billion in assets under management (as of September 30, 2014), how does Atlantic Trust choose the right managers for its platform and, ultimately, its clients’...