CIBC Private Wealth Management Blog
John Tennaro, CIMA®, CSRIC™
Investments

Investing Fundamentals: Understanding ESG Investing

John Tennaro, CIMA®, CSRIC™
June 25, 2020

We live in a complicated and rapidly changing world. Thanks to technology, we now have greater access to information. And because we are better informed, we can hold companies accountable to a higher standard in terms of their business practices—especially in relation to the environment and society. ESG investing ESG is an acronym for environmental, social and governance. ESG...
Investments

Climate Change – It’s Not Just the Weather

John Tennaro, CIMA®, CSRIC™
June 23, 2020

In the past few years, we’ve seen record-breaking temperatures across the globe. There have been deadly and severe hurricanes in Puerto Rico and the Bahamas, catastrophic typhoons in Bangladesh and Japan, massive wildfires in Brazil and Australia, and unprecedented ice melt in the Arctic – all of which many attribute to climate change. As scientists predict extreme weather patterns will...
Investments

ESG Investing: Why “Doing the Right Thing” May Be a Good Investment Idea

John Tennaro, CIMA®, CSRIC™
February 13, 2020

One of our primary objectives at CIBC Private Wealth is to monitor evolving trends in the investment markets and adapt our clients’ portfolios to try to benefit from them. Today, there may be no trend more captivating than environmental, social and governance (ESG) investing, which focuses on investing dollars in companies believed to be “doing the right thing.” In this day and age,...
Investments

ESG Is More Than Just 3 Letters

John Tennaro, CIMA®
September 24, 2019

“Ultimately, human intentionality is the most powerful evolutionary force on this planet”    -George B Leonard It was not long ago that much of the investment marketplace was reluctant to embrace sustainable and responsible investing. The notion that environmental, social and governance (“ESG”) factors could have a meaningful, financial impact was often discarded and cast to...
Investments

Introduction to Opportunity Zones

John Tennaro, CIMA®
April 16, 2019

The Tax Cuts and Jobs Act of 2017 initiated a new developmental program—known as Qualified Opportunity Zones (QOZ)—designed to encourage investments in economically-distressed communities. A key feature of the program is that investors are eligible for potential tax incentives towards prior and future investment gains. As a way to participate in the program, Qualified Opportunity Funds (QOF)...
The Connection

An Active Debate on Passive Investing

John Tennaro
May 24, 2017

Download PDF   There have been many existential debates about the “optimal” way to invest: growth stocks vs. value stocks, international vs. U.S.-only portfolios, and the list goes on. This type of discussion tends to crop up after one type of investment outperforms another type for a period of time, which leads some to declare that today’s winner will remain superior for years to...