CIBC Private Wealth Management Blog
Scott Burg, CFA, CAIA

Asset Publisher


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...

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 moving in...

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’ portfolios?...