With CIBC Private Investment Counsel, you gain access to investment advisors from around the world, many of whom are not normally available to individual investors. Our investment platform, and the investment advisor choices available to us, enables us to fully customize your portfolio with expertise in a variety of investment styles, across asset classes, and geographic diversification.

We also recognize that alternative investments or specialty asset class mandates (for example, hedge funds) may be desirable for some clients. In these situations, specialists in specific areas of money management have been engaged to provide additional expertise.

Due diligence and rigorous monitoring of investment advisors

A rigorous screening process is employed to identify investment advisors from around the world whose investment strategies and track records meet the key elements of due diligence. This process involves two very important aspects:

Performing quantitative analysis to determine that the investment advisor performed well, and in a manner consistent with their stated style and process
Performing qualitative analysis to determine the likelihood that the investment advisor can repeat past successes (with an understanding that past performance cannot be guaranteed)

CIBC Private Investment Counsel has engaged the services of CIBC Asset Management, specialists in this area, who are responsible for:

Investment advisor search and selection
The hiring of high-quality investment advisors at the request of CIBC Private Investment Counsel
Ongoing monitoring of investment advisors

The due diligence process does not end when an investment advisor is selected. Investment advisors must continue to retain the underlying qualities of excellence that initially enabled them to become part of our programs. The due diligence team continues to monitor the investment advisors on both a qualitative and quantitative basis to ensure they continue to meet our high standards. Ongoing monitoring includes:

Regular meetings with investment advisors
Regular peer reviews against other investment advisors with the same investment management style
Periodic on-site visits
Completion of quarterly questionnaires
Monthly portfolio analysis

The ongoing monitoring of CIBC Private Investment Counsel investment advisors, conducted by CIBC Asset Management should provide investors with the peace of mind of knowing that any investment advisor who materially deviates from the stated investment approach, or falls below our standards of excellence, may be removed from the CIBC Private Investment Counsel investment offer.

To find out more about our approach to managing individually tailored portfolios, please contact one of our Investment Counsellors at CIBC Private Investment Counsel.

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